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Solution · Customer
Field service from dispatch to invoice
Field service is a race against paperwork. The job is done in the morning, but the invoice goes out next week because the job sheet is still in the van.
Overview
Why this area matters
ERP field service puts scheduling, mobile completion, parts usage and invoicing in one flow.
01Typical problems
Signs the current setup has run out of road
01
Manual dispatch
Scheduling by phone and spreadsheet.
02
Paper worksheets
Delayed invoicing and lost details.
03
Parts shortages
Return visits because parts were missing.
04
Unclear entitlements
Unsure what contracts cover.
02Capabilities
What a well-built setup includes
01
Scheduling
Calendar and map views by technician and skill.
02
Mobile app
Job details, checklists, photos and signatures.
03
Parts and van stock
Parts consumed and replenished automatically.
04
Service contracts
Entitlements and preventive visits.
05
Invoicing
Invoice on completion with time and parts.
06
Customer notifications
Appointment and arrival updates.
03Workflow
How the process runs end to end
- 01
Request
Ticket or contract generates a job.
- 02
Schedule
Technician assigned.
- 03
Perform
Work recorded on mobile.
- 04
Invoice
Billed immediately.
- 05
Replenish
Van stock restocked.
04 — Technical notes
Design decisions worth getting right
Offline capability matters for basements, rural sites and plant rooms. We test mobile behaviour in real conditions before rollout.
Route optimisation can be added via specialised tools when technician counts and job volumes justify it.
Where it applies
Industries, integrations and services
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FAQ
Häufige Fragen
Does the app work offline?
Most field apps support offline work and sync later; we verify in your environments.
Can customers sign on the device?
Yes, signatures are captured on the worksheet.
Can we collect payment on site?
Yes, with payment provider integration.
Nächster Schritt
Paperwork slowing your cash?
We will map dispatch-to-invoice for your teams.