Field Services

Field service teams need dispatch, SLA visibility, and clean handoffs.

Schedule mobile crews, manage recurring work, track field updates, and keep customers informed from booking to completion.

Field Services workspace

SLA dispatchTracked on the job record

Active

Recurring serviceTracked on the job record

Done

Mobile crewsTracked on the job record

Active

Customer updatesTracked on the job record

Done

Operating flow

From the first enquiry to the next booking

Capture calls, missed calls, quote requests, repeat work, and site details.

Assign the right tech or team with priority, service area, and schedule load visible.

Keep notes, documents, photos, approvals, and customer messages on one timeline.

Move from completion to invoice, review request, rebooking, and overdue follow-up.

Automation

Connects to invoice status and payment links so accounts work does not sit in someone’s memory.

Creates a lead from missed calls and keeps the conversation attached.

Shows reputation and profile changes as operating signals, not vanity stats.

Uses job history and service due dates to bring customers back.

Other trades

Start with this trade setup, then add your team, jobs, calendar, and follow-up automations.