Work orders, a dispatch board, technicians with skills and hours, checklists on site, contracts with SLAs — and a finished visit that turns into money.
A work order is raised for a customer and a piece of equipment. The dispatcher assigns it to a technician who has the skills and the hours. On site, the checklist is worked through, photos taken, a signature captured. Back at the office, the visit is billed.
Who is where, what is waiting, what is late.
Open, scheduled, in progress and overdue, with the emergency ones at the top.
Available, on a job, off duty — with skills, so the right person gets the right job.
Raised and not yet given to anyone. The list that should be empty by nine.
Today's schedule, by technician, in time order.
Start with work orders and a roster. Add contracts, inspections and SLAs when the customers ask for them.
Customer, equipment, category, priority, estimated duration. The master list of everything to be done.
The sub-tasks inside a work order, each assignable and trackable on its own.
Drag a job onto a technician. The board shows who is free, who is on a job and who is off duty.
The day by technician and by hour. Overlaps are visible before they are a problem.
The roster with skills, hours and what those hours cost. One technician's page is their work and their time.
Steps to complete on site, each ticked, with photos where the words are not enough.
Scheduled compliance inspections with pass or fail, expiring and expired flagged.
What the customer owns that you service, with its history of visits.
A service agreement with what it covers, the visits it includes and when it renews.
Response and resolution targets by priority, with breaches flagged on the job.
Maintenance, repair, install — your own list, with what each one usually needs.
How a finished visit turns into money — time, parts and the call-out, as an invoice.
A visit in three moves.
Three of the places you will spend time in Field Service.
Start with what you need today and switch the rest on when you grow.
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