Field service management — scheduling, jobs, and invoicing on mobile.
Technicians manage tasks, track parts, and close jobs from anywhere — online or off. Service records sync automatically back to your ERP.
Field Technician
Mike Reynolds
WO-2041 · HVAC Maintenance
Floor 3 · One Commerce Center
Today's Jobs
WO-2038
Pump Repair · Riverside Plaza
WO-2035
Electrical · Tech Campus B
WO-2030
AC Install · Midtown Office
How It Works
Three steps. One continuous loop.
Smart Job Scheduling
Work orders are automatically scheduled and optimized based on technician skills, location, availability, and job priority. The system ensures every technician starts the day with the most efficient plan — no back-and-forth, no wasted drive time.
- Assigns jobs by skill set, proximity, and real-time availability
- Optimizes travel between sites to minimize drive time and fuel
- Respects SLA deadlines, appointment windows, and depot constraints
- Dispatchers review, adjust, and publish the final schedule
On Schedule
19
SLA Risk
3
Unassigned
2
Mike Reynolds
HVAC · 4 jobs
Dana Park
Electrical · 3 jobs
Luis Vargas
Plumbing · 3 jobs
Aisha Noor
General · 2 jobs
Guided Field Execution
Technicians receive their job schedule on mobile, pre-loaded with asset history, van stock, and job instructions. The app guides them through every task — checklists, parts usage, photo capture, and customer sign-off — all without needing a signal.
- Full asset and job history on-device — no calls back to the office
- Org-defined job workflows: steps, checklists, and digital forms
- 100% offline — works on any site regardless of connectivity
- Service records sync to ERP the moment connectivity returns
Field Technician
Mike Reynolds
WO-2041 · HVAC Maintenance
Floor 3 · One Commerce Center
Parts Used
HEPA Filter 24×24
HF-2424
Foam Seal Strip
SS-050
AI-Powered Supervision
Service managers get live dashboards showing job status, technician locations, and SLA risk in real time. AI agents detect patterns, predict breaches before they happen, and can autonomously escalate or reschedule jobs within defined thresholds.
- Live dispatch view: technician positions and job-by-job progress
- SLA monitoring: real-time breach prediction and proactive alerts
- AI agents flag unusual parts usage and repeat failure patterns
- Auto-escalate, auto-reschedule, and predictive maintenance signals
Reps active
11
Orders done
87
Collections
$41k
On route
96%
AI Agent Activity
Anomaly Agent
Route deviation: Rep #14 off-plan 22 min
Reconciliation Agent
ERP sync complete — 0 discrepancies
Insight Agent
Kroger #1142 order down 40% — churn risk
Automation Agent
Auto-reorder executed: SKU-771 (threshold hit)
Key Features
Cross-Platform — iOS, Android & Windows
Technicians work on iOS and Android phones and tablets. For sites that require it, the app also runs on Windows notebooks and rugged PCs — full functionality, same offline-first experience.
Mobile Inventory Management
Manage van stock and parts end-to-end: receive inventory at the depot, load vehicles, track lots, batches, and expiration dates, record parts consumed per job, handle returns, and monitor live stock levels — all from the mobile app.
Barcode & QR Scanning
Scan parts, assets, and equipment barcodes for fast and accurate identification, stock consumption recording, and job verification.
Visit Geofencing
Enforce on-site compliance: the app validates that the technician is physically at the job location before allowing a job to be started — no ghost check-ins, no SLA fraud.
Complex Pricing Engine
Apply multi-tier pricing, service contract rates, parts markups, mix-and-match promotions, and time-limited discounts — all resolved in real time on the device from ERP pricing data.
On-the-Spot Payment Collection
Collect cash, cheque, or card payments on job completion. Issue receipts instantly, reconcile collections at end-of-day, and sync every transaction to the ERP automatically.
Photo & Document Capture
Attach images for repairs, returns, deliveries, and payment confirmation.
Comprehensive Task Management
Manage inventory, routes, customer visits, sales, payments, and asset tracking.
Agreement-Based Job Scheduling
Set up recurring service agreements per customer or asset — weekly inspections, monthly maintenance, quarterly overhauls. The system automatically generates and schedules the jobs on the right days, so nothing falls through the cracks and no technician has to chase a calendar manually.
Calendar-Based Planning
Supervisors and dispatchers plan and review all jobs on an interactive calendar — day, week, or month view. Drag and drop to reassign jobs, fill schedule gaps, and ensure every technician's time is optimally used before the day starts.
Structured Day Workflows
Define exactly how each technician's day unfolds — start-of-day prep, on-site execution, and job close. Set required steps, optional steps, and the sequence for each phase. Every technician follows the same playbook, every job.
Route Optimization & Smart Planning
Plan field service routes that respect vehicle load, appointment time windows, visit priority, and depot locations — calculating the most efficient sequence automatically. Supervisors see all technicians live on the map and can replay any technician's route history.
Electronic Document Delivery & Register
Print job reports and service records to portable Bluetooth printers on-site, or deliver them electronically the moment the job closes — via Email, WhatsApp, Viber, or SMS. Configurable rules determine which document is sent, through which channel, and to whom. Every document issued from the field is stored in a central register for back-office review, download, and audit. Supports ZPL-based printers (Zebra and compatible) and fiscal printers where compliance requires it.
Smart Forms & Back-Office Workflows
Define your own digital forms — structured, validated, and mobile-ready. Technicians fill them in on-device; submissions flow to the back office for review and approval. Cover job checklists, asset incident reports, parts requests, leave applications, and more — no paper, no email chains.
AI Agent Capabilities for Field Service
Background AI agents continuously watch your field service data — detecting anomalies, reconciling records, and surfacing insights.
AI agent features are currently available to invited customers. Contact us to join the early access programme →
SLA Breach Prediction
Agents monitor job duration and travel patterns to predict SLA breaches before they happen — enabling proactive re-scheduling.
Parts Usage Anomaly Detection
Unusual parts consumption per job or technician is flagged — catching billing errors, waste, and potential fraud.
Job Completion Pattern Analysis
AI identifies patterns in job outcomes — repeat failures, high-callback rates, and skill-job mismatches — to optimise dispatch.
Preventive Maintenance Signals
Cross-referencing service history with asset age and usage, agents generate predictive maintenance recommendations.
Gallery
Browse app screenshots and interface walkthroughs — see exactly what the solution looks like in action.
Use Cases
Scheduled Maintenance
Execute planned maintenance visits with full task checklists and parts management.
Break-Fix Repair
Respond to service calls, diagnose issues, use parts from van stock, and close jobs on-site.
Asset Inspections
Conduct equipment inspections with photo capture and compliance reporting.
Field Invoicing
Generate and send invoices from the field immediately after job completion.
ERP Integrations
Industries
Pricing
Subscription-based pricing — named user, per month.
Mobile Sales Agent
- ✓ Field Sales & Field Service app access
- ✓ Offline-first operation
- ✓ ERP integration
- ✓ AI-powered insights
Mobile Warehouse Agent
- ✓ Warehouse app access
- ✓ Online real-time operation
- ✓ ERP integration
- ✓ Barcode & QR scanning
Supervisor
- ✓ Portal Access
- ✓ Route scheduling
- ✓ Team monitoring
- ✓ Analytics dashboard
Vehicle (Tracking)
- ✓ GPS real-time tracking
- ✓ Telematics & CAN data
- ✓ Driving behaviour monitoring
- ✓ Compliance & expiry alerts
- ✓ AI-augmented fleet insights