Field Service
Dispatch the right person, fix it first time and close every job on site.
Work orders, scheduling and dispatch, route optimization, an offline mobile app, parts, checklists, proof of work and on-site billing.
Built for field operations, service managers and dispatchers and technicians and mobile teams.
How Field Service works
Each step shows what the AI agents do, where your team works, the workflow that keeps it controlled and what you track. People approve what matters, and every action is recorded.
Triage every job by asset, priority and SLA
Customers report issues by phone, message or photo. AI identifies the asset and the problem and creates a work order with the right priority and SLA.
Plan the right technician, route and parts
Jobs are planned with the right technician, route and parts. Routes are re-planned when jobs overrun or urgent work arrives.
Dispatch jobs and keep customers updated
Jobs are dispatched to technicians' phones. Customers are kept informed about arrival times and can reschedule in the same conversation.
Guide technicians through work on mobile
Technicians get the asset's history, manuals and step-by-step guidance on their phone by voice or chat. The job report is drafted from what they record.
Prove the work, bill and prevent repeat visits
Notes and photos become the service report and invoice, ready for the customer to sign. Repeat visits are tracked to find and fix their causes.
Connects to ERP and inventory, Maps and GPS, IoT and telematics and Payment gateways.
See everything in this use case
Business applications
- Work OrdersJobs, tasks, assets, SLAs and history.
- Dispatch BoardDrag-and-drop scheduling by skill and territory.
- Route OptimizationDaily routes that cut travel time.
- Mobile App (offline)Jobs, checklists, photos, signatures and payments.
- Parts & InventoryVan and warehouse stock, reservations and returns.
- Asset RegisterEquipment, warranties, contracts and service history.
AI agents
- Service Triage AI AgentUnderstands the customer's issue from calls, messages and photos, identifies the asset, and creates a work order with priority and likely cause.
- Scheduling & Dispatch AI AgentAssigns jobs by skill, location, SLA and parts, and re-plans routes when jobs overrun or urgent work arrives.
- Field Technician CopilotGives technicians asset history, manuals and step-by-step guidance by voice or chat, and drafts the job report.
- Parts Readiness AI AgentPredicts the parts a job needs and checks van and warehouse stock before dispatch.
- Job Report & Billing AI AgentTurns technician notes and photos into the service report and invoice, ready for customer sign-off.
- Customer Update AI AgentKeeps customers informed of ETA and job status, and handles reschedule requests in conversation.
Workflows
- Break-fixRequest to resolved and billed.
- Preventive maintenanceScheduled visits generated automatically.
- Installation and commissioningMulti-visit jobs.
- Subcontractor dispatchAssign and track partner technicians.
- Return visit and escalationRepeat issues tracked to root cause.
Reports and dashboards
- First-time fix rateBy technician and asset.
- SLA complianceResponse and resolution.
- Utilization and travelProductive versus travel time.
- Revenue per jobBilled on site.
Often combined with
Each use case is one line on your quote. Users are licensed once across all of them.
Add an industry pack
Industry packs add sector-specific applications, AI agents and reports on top of this use case.
Included with every subscription
Every use case runs on one platform, with one data model, one set of users and one audit trail.
See Field Service running with your systems
Price it with your company size, users and usage in two minutes, or book a walkthrough on your own process.