Solution 15 · Field Service & Dispatch Systems
Every job scheduled, dispatched and closed in one system
A field service system where jobs are booked, assigned to the right technician by skill and location, worked through on a mobile app with photos and checklists, and invoiced on site — with the office following every step as it happens.
- Job scheduling
- Dispatch & routing
- Technician mobile app
- Work orders & checklists
The problem it solves
When the schedule lives on a whiteboard
Service businesses often schedule from a whiteboard or shared calendar, dispatch by phone and send technicians out with paper job sheets. Customers call to ask when someone will arrive, details from the site visit are lost between the van and the office, and invoices go out days later from notes that are hard to read.
A field service system connects booking, dispatch, the technician’s app and invoicing. Dispatchers see who is free and nearby, technicians have job details and history on their phone, and completed work is billed straight away.
Who uses it
Dispatcher
Assigns jobs on a map and schedule board by skill, location and availability, and reshuffles the day when urgent calls arrive.
Technician
Sees the day’s route, job details and site history on their phone, completes checklists, captures photos and collects signatures.
Customer
Books a visit, receives arrival updates with an estimated time, and approves the quote or pays on the spot.
Service manager
Reviews completed jobs, repeat visits, technician workload and outstanding invoices to plan staffing and follow-up maintenance work.
The blueprint
Building blocks in this system
- 01
Accounts & roles
Office, dispatcher and technician roles, with skills, licenses and service areas recorded on each technician’s profile.
- 02
Booking & scheduling
Online and phone bookings into time windows, recurring maintenance visits and capacity rules that respect technician availability.
- 03
Maps & tracking
Job locations on a map, live technician positions during working hours, travel time estimates and route order for the day.
- 04
Mobile app
A technician app with job details, checklists, photos, parts used and signatures that works offline at sites without signal.
- 05
Notifications
Booking confirmations, on-the-way messages with arrival estimates, job completion notices and reminders for upcoming maintenance visits.
- 06
Payments
Quotes approved and invoices paid on site or by link, with card data handled by the payment processor, not your system.
- 07
Admin console
The office console for the schedule board, customers, sites, equipment records, job types, checklists and pricing rules.
- 08
Dashboards & reports
Jobs completed by technician and type, travel versus working time, repeat visits, and invoices still waiting for payment.
It can also include
How it works
From service request to paid invoice
- 01
Request booked
A customer books online or by phone, choosing a time window, and the job is created with site and equipment details.
- 02
Technician dispatched
The dispatcher assigns the job by skill, location and availability, and the technician sees it appear in their app.
- 03
On the way
The customer receives an arrival estimate by text, and the office sees the technician’s progress on the map.
- 04
Work completed
The technician follows the checklist, records parts and photos, captures the customer’s signature and closes the job on site.
- 05
Invoiced and logged
An invoice is generated from the job, paid on site or by link, and the visit is added to service history.
Connects & grows
Integrations and a roadmap
Typically connects to
- Mapping and routing services
- Accounting software
- Card and mobile payments
- SMS and email delivery
- Parts and inventory systems
- Calendar sync
- Customer review platforms
- Phase 1
Launch
Job booking, a dispatcher schedule board, a technician mobile app with job details, checklists and photos, customer text updates and invoices generated from completed jobs, connected to your accounting software.
- Phase 2
Expand
Map-based dispatch with live technician locations, online booking into time windows, on-site payments, recurring maintenance contracts, and parts tracking on each van linked to your inventory.
- Phase 3
Scale
Route planning across multiple crews and regions, equipment and asset histories per site, subcontractor access, a customer self-service portal, and reporting on utilization, repeat visits and income by service line.
Where it fits
Sectors and services
FAQ
Questions about field service systems
Something else? Ask us directly.
Delivery systems move goods from one place to another. Field service is about skilled work at a location: matching jobs to technicians with the right skills, recording what was done, the parts used and the equipment serviced, and billing for it. The scheduling, checklists and site history are built around that work, not around parcels.
Let’s work together
Map your field service system with us.
Tell us how your business runs today. We’ll map the building blocks and give you a fixed quote before anything is built.