Work orders on site or in your own workshop, dispatch, the offline field app and the invoice at the end of it. Each area below is in the product today; the pictures are close-ups of the screens and of the components they are built from.
One order carries the whole job, from the first call to QA and the invoice.
Every job is a service order with its own stage path, so the office always knows what is booked, in progress or waiting on QA. Checklists, time, parts, quotes and invoices all hang off the same record, and nothing about the job lives in a side note or somebody's inbox. A job can be at a customer's site or flagged as a workshop job at one of your own workshops, with the same stage path, QA gate and invoice.
| Report | Date | Status |
|---|---|---|
| SR-2026-0042 · 500 h service | 27 Sep 2026 | Signed |
| Pressure vessel certificate | 27 Sep 2026 | Issued |
| SR-2026-0019 · 250 h service | 25 Jul 2026 | Signed |
| Electrical test & tag | 2 Apr 2026 | Issued |
Who is going, when, and what happens when it changes.
The dispatch board lays the crew out by service stream and trade across the week, with their rostered days and utilisation, or by location with a lane for each of your workshops. Unassigned work waits in a tray until someone drags it onto a day, and every change lands on the technician's phone.
A phone-first app the technician works in, on site or in the workshop, even with no signal.
Technicians see My Day, open the job, clock on, work through checklists, add parts and photos and get the customer to sign. Everything queues on the phone in a dead zone and replays in order when coverage returns.
Who you can send, and what happens when a ticket lapses.
Every technician has a resource record with their skills, rates, roster and the tickets that let them on site. Expiring certifications raise reminders before they lapse, and incidents and investigations are records rather than emails.
| Ticket | Expires | Status |
|---|---|---|
| Working at Heights | 14 Mar 2027 | Valid |
| Confined Space Entry | 2 Nov 2026 | Expiring |
| HR Truck Licence | 19 Jun 2028 | Valid |
| Site Induction · Pit 3 | 28 Sep 2026 | Expired |
| First Aid (HLTAID011) | 5 Feb 2027 | Valid |
The place, the thing in it, and what it is due for.
Sites carry their address, map pin, manager and the equipment on them, and your own workshops are sites too, so a machine brought in for repair has its job at the right place. Each asset can carry several maintenance regimes, each with its own interval and service stream, and the next service rolls up onto the asset automatically.
| Regime | Stream | Every | Next due |
|---|---|---|---|
| 250 h service | Mechanical | 250 h | 4,250 h |
| Fire suppression check | Fire | 6 months | 3 Dec 2026 |
| Electrical test & tag | Electrical | 12 months | 18 Feb 2027 |
| Annual major service | Mechanical | 12 months | 2 Apr 2027 |
What it was quoted at, what it cost, and what the customer is billed.
Quotes break out labour, materials, equipment and charges. Parts bought at the counter go on a purchase order against the job, and the invoice is built from the hours and parts actually logged, with the client's PO checked before it goes out.
| Item | Qty | Amount |
|---|---|---|
| Labour · Diesel Fitter (actual hours) | 7.5 | $900.00 |
| Hydraulic hose assembly | 2 | $386.40 |
| Call-out fee | 1 | $180.00 |
| Adjustment · goodwill | 1 | −$50.00 |
| Line | Ordered | Received |
|---|---|---|
| Hose assembly 1/2" | 4 | 4 |
| Fittings kit | 2 | 1 · 1 back order |
| Seal kit | 1 | 0 |
What is open, what is stuck, and what has been billed.
A field service dashboard is there from the first day. Build your own reports on a canvas: drag in the fields, group and total them across every record, and add a chart. Put them on a dashboard of your own with a date filter, and have a report or the whole dashboard emailed on a schedule.
| Jobs by stream | Open | Done | Total |
|---|---|---|---|
| Mechanical | 21 | 58 | 79 |
| Electrical | 12 | 37 | 49 |
| Fire | 9 | 37 | 46 |
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