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Field Service Management

Dispatch engineers, manage work orders, and handle preventive maintenance at scale.

Schedule field engineers with drag-and-drop dispatch, track work orders end-to-end, and automate preventive maintenance cycles — all linked to billing and ticketing.

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4
Sub-modules
5
Module integrations
24
Features

SUB-MODULES

Everything inside Field Service Management.

📋

Work Orders

Full work order lifecycle from creation through sign-off and billing.

  • ✓Work order creation from ticket or standalone
  • ✓Material and labour lines
  • ✓Mobile engineer sign-off
  • ✓Photo evidence attachment
  • ✓Customer signature capture
  • ✓Work order → invoice in one click
📅

Dispatch Board

Visual schedule board with drag-and-drop engineer assignment and route view.

  • ✓Day / week / month calendar view
  • ✓Drag-and-drop rescheduling
  • ✓Engineer availability overlay
  • ✓Travel time estimation
  • ✓Mobile schedule view for engineers
  • ✓Push notification on assignment
🔄

Preventive Maintenance

Asset-linked PM schedules that auto-create work orders before failures happen.

  • ✓PM schedule by asset or time interval
  • ✓Auto-generate work order on due date
  • ✓Checklist items per PM type
  • ✓Asset service history
  • ✓PM compliance dashboard
  • ✓Overdue PM alerts
🛡️

Permits to Work

Digital PTW issuance and sign-off for compliance-sensitive work.

  • ✓Permit template library
  • ✓Risk assessment linked to permit
  • ✓Supervisor approval workflow
  • ✓Digital sign-off by engineer and client
  • ✓Permit audit trail
  • ✓Integration with compliance module

MODULE CONNECTIONS

How Field Service Management connects
to the rest of the platform.

Data flows between modules automatically — no manual exports, no copy-paste, no middleware.

🔧Field Service Management
🎫
Ticketing← receives from

Ticket → work order (on-site visit)

View module →
💳
Billing→ sends to

Work order signed off → invoice line added

View module →
📅
Calendar→ sends to

Dispatched jobs appear on engineer calendar

View module →
🛡️
Compliance→ sends to

Permits link to compliance audit trail

View module →
📦
Inventory→ sends to

Materials on work order deduct from stock

View module →

Explore related modules

🎫Service Desk & TicketingSLA-driven tickets that resolve faster and bill automatically.STARTER →💳Billing & SubscriptionsRecurring revenue managed end-to-end — Stripe, GoCardless, PayPal, or BACS.STARTER →📅Calendar & SchedulingOne shared team calendar — leave, jobs, milestones, and meetings from every module.STARTER →🛡️Compliance & QHSEAudits, incidents, risk assessments, and QHSE training — stay certification-ready.PROFESSIONAL →📦Inventory & PurchasingStock, assets, and vendors — from purchase request to delivery.PROFESSIONAL →
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