How a field service job works, from request to paid
From request to paid.
The same path every time, so you and the technician always know what happens next. Scroll, and watch the line draw itself.
- 1Request comes inA quote request, a partner work order, or the office enters the job. Work that is uncertain starts as an inquiry. Once accepted, it becomes a job and waits for a tech.
- 2Assigned, closest firstThe office picks from a list of techs sorted closest to the job. The tech accepts or declines from an email, and the office can record an acceptance made by phone.
- 3Scheduled, and the tech is toldA date and time are set in the job site’s time zone, and the tech is told by email, and told again if it changes. If a job is cancelled, the tech hears right away.
- 4Work doneThe tech opens a simple phone page with the site details, the gate code and a map link, and does the work. The office marks the job in progress and complete. Who marked it, and when, is recorded, and a job cannot be marked either without a tech on it.
- 5Invoiced and paidFinishing a job never bills anyone. When the office sends the invoice, it goes out on that customer’s schedule: right away, on chosen days, or weekly. Many jobs can share one invoice. Customer payment and technician payment are tracked separately.
Treadmill assembly
12 Sample St, Columbia SC
The same rules, on every job.
Built into the system, so they do not depend on anyone remembering.
Finishing a job never bills anyone
Marking a job complete does not create or send an invoice. An invoice goes out only when someone in the office presses Email invoice.
Nothing is erased
Every change is recorded with who made it, what changed and when. Notes are append-only, so the story of a job stays whole.
Reopening needs a reason
Cancelling, reopening and restoring a job each need a written reason, and a cancelled job tells the assigned tech right away.
Techs see only their own information
A tech gets the site details, the gate code, a map link and their own pay.
Invoices on each customer’s schedule
Many jobs on one invoice. Send now, on chosen days, or weekly, and a paid invoice never emails.
Dispatchers dispatch
Dispatchers assign techs and set dates. They cannot see invoices or payables, or edit customers or prices.
No tech, no progress
The system will not mark a job in progress or complete without a technician on it.
Closest tech first
Assigning a tech starts from a list sorted closest to the job, so the near tech is the easy pick.
Everything is on the record.
Dispatch
A board for each stage of the work, so the office sees what has no tech yet and what is on the schedule.
In the field
A simple phone page for the technician, with the details they need and nothing they do not. Techs see only their own information, including their own pay.
Ledgers
Receivables, tech payables and invoices live together, and invoice emails go out on each customer’s schedule.
What the tech sees.
Groundwork, conduit and power, done on site.
