Field Serve
MediumProfessional Services · Service owner, field technicians, call takers
Job dispatch and field management for HVAC, plumbing and electrical services.
Built in this build
- Call intake and job assignment
- Technician daily job list
- Photo job closeout with customer sign-off
- Job calendar and technician assignment
- Service contracts and periodic visits
- Price list and settings
- Likely cause and parts suggestion from the fault description
- Job summary draft from photos
- Auto job creation when periodic maintenance is due
- Completed jobs per technician summary
Vision (needs external services)
- WhatsApp notify link
- PDF service form
- Technician mobile job list and photo upload
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Call intake and job assignment
- Technician daily job list
- Photo job closeout with customer sign-off
Admin modules
- Job calendar and technician assignment
- Service contracts and periodic visits
- Price list and settings
AI capabilities
- Likely cause and parts suggestion from the fault description
- Job summary draft from photos
Automations
- Auto job creation when periodic maintenance is due
Analytics & reports
- Completed jobs per technician summary
Integrations
- WhatsApp notify link
- PDF service form
Mobile
- Technician mobile job list and photo upload
Roles & permissions
- Owner
- Technician
- Call taker
Professional Services →
Time Bill
Time tracking and billing for consultants.
Milestone Pay
Tie work to milestones and invoice on time; late billing drains cash flow.
Sub Desk
Assign subcontractors and freelancers, track their pay; end payment chaos.
COI Vault
Collect vendor insurance and compliance certificates; expired paperwork is a liability.
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