Field service management
Prepare visits, organise teams and find the hours, parts used and travel needed for invoicing.
A visit prepared before you leave
Bring together the customer, the address, the on-site contact and access instructions. Add the equipment involved, the tasks, the materials to bring and notes useful for the team.
The day's schedule by technician
Place visits on the schedule and find those still waiting to be assigned. Move a time slot or a person, with conflicts flagged; choose a fixed time or an arrival window.
Work tracked from the field
The mobile work order brings together instructions, the task list and materials. The team can clock their time, check off completed work and add notes or photos to complete the report.
Hours and travel kept separate
Keep the time actually spent and the materials used. Travel can be invoiced by distance, by time, or left uninvoiced depending on your settings, while its cost still appears in tracking.
Prepare the invoice for a visit
Find completed field visits still waiting for their invoice. Choose clocked hours, quoted hours or another total; fixed-price services, materials and travel complete the items to check.
Organise recurring visits
A maintenance contract defines the frequency of visits in weeks or months. View scheduled and completed visits, then share a tracking link with the customer for their contract.
From the customer's call to the invoiced visit
Understand & prepare
Note the request, the location, the contact and access details. Plan the tasks, parts and equipment to bring.
Schedule & assign
Choose the time slot or arrival window and the team going out. Find the visit on the day's schedule.
Carry out & record
The team checks their work order, clocks their time and records parts used, notes and completed tasks.
Check & invoice
Review the report and the invoicing items. Prepare the invoice for the visit, keeping actual hours distinct from the amount invoiced.
Office and field keep the same context
One-off repairs, installations or regular maintenance: every visit keeps its link to the customer, the project and invoicing.
Useful preparation: the team knows where to go, who to contact and what to bring.
A clear schedule: assigned visits and those still to be organised are visible together.
Usable field feedback: hours, parts and notes stay linked to the right visit.
Documented invoicing: visit details are used to prepare the invoice you control.
Frequently asked questions — Field service management
Do we need a quote for every visit?
How are distance and parts invoiced?
Can we manage maintenance contracts?
How can we check this suits our field teams?
Complementary modules
Project management
From quote to completed work, keep pricing, tasks, hours, materials and invoicing in the same record.
Learn more
Workshop management
A work order tracks each manufacturing or repair job: tasks, parts to prepare, time spent and progress, through to the quote and invoice.
Learn moreWork sheets & working time
Prepare the work, assign your team, and track hours actually worked. Work sheets connect your projects, workshop, and field visits to the same tracking.
Learn more
Mobile application
Access your entire ERP from your smartphone or tablet. Real-time notifications, mobile POS, document scanning and offline mode to work anywhere.
Learn moreLet's start with a day in the field
Show us how you prepare, carry out and invoice a visit: we'll build a demonstration around that workflow.
- A discussion about your business needs
- A scope tailored to your company
- Support with implementation
Hello! I'm Nora. You're viewing our Field service management service. How can I help you?