Work Order Management Software for Field Service
Experience increased productivity when technicians and dispatchers are always connected, gathering customer intelligence with secure access to your work orders on any device, anytime — anywhere.
A simplified workflow for your Work Order process is what makes Fieldwork the best Work Order Management Software.
A Flexible Work Order System for Field Service Based SMBs & Enterprises
Avoid mishaps of losing carbon copies or illegible handwriting for work orders when recording service details.
Boost customer satisfaction and simplify your service business with a system to manage, monitor and even automate service requests.
Increase revenues, productivity, communicate securely, gain compliance and improve customer-experience with an intelligent work order system.
Create and Attach Work Order Templates
Create new Work Order Templates with ease, and attach them to new work orders with a few clicks. Templates are based on Location Types, with each having its own billing frequency, recurring schedules, material & usage, application method, duration, instructions, default technicians, and file (PDF) attachments. All fields which are auto-populated by Work Order Templates are customizable to accommodate each specific customer and work order it’s attached to. Try creating your own free work order template with the Fieldwork Free-Trial Demo.
Manage Work Orders with Desktop & Mobile Apps
Swipe to complete a work order.
Technicians can create and update work orders on-the-fly from any device seamlessly with dispatchers seeing the updates in real-time. Create new Work Orders in seconds by picking a customer, schedule date and location, choose the technician and services, add notes or instructions, then save, and you’re done. All information about work orders are accessible on all mobile devices in Calendar Overview — where techs can use swipe gestures to update job statuses, or set & adjust routes, schedules, task-checklists, and use e-forms for technician and customer digital signatures. The Fieldwork apps operate in the cloud with offline functionality to deliver robust and reliable work order apps which improve team efficiency and operations. Start your free trial and use the free demo of Fieldwork’s mobile features in the Google Play Store or Apple App Store.
Watch how to Complete Work Orders with the Fieldwork Mobile App Calendar Overview and Work Pool Screens.
Our work order scheduling software features simple drag & drop interface for customizable flexible scheduling of initial, recurring and seasonal services. Fieldwork’s Best-Fit Scheduling uses intelligent recommendations for easier technician route planning based on their availability, service location, and schedules. All Fieldwork plans will receive a branded customer portal for self-service options so your customers can request the ideal appointment dates & times that fit their availability. Each Work Order also features it’s own scheduled Renewal Notices via Email or SMS to remind clients of their service agreement. Technicians and dispatchers are able to edit or cancel entire work order series from the calendar and Work Pool List. The Work Pool can also help determine which work orders are missed or not yet scheduled.
Fieldwork simplifies the work order invoice process for your sales and billing departments. Useful features include accepting prepayments for future work, editing the Balance Forward, Bulk Emailing to collect payments for overdue invoices, and combining multiple service frequencies into a single invoice. Each statement provides work order numbers with details of the service dates, materials, expenses, and labor performed.
Your sales team can improve their performance with quicker generation of estimates for new customers in real-time from either the mobile app or desktop. Settings for default prices and email templates with variables help to save time with quicker responses to new customer service requests. From the Estimates screen, just click “Create Estimate”, set the customer’s name, select a service from your Service List, customize the email, and set a price.
When a sale is confirmed, simply update the estimate’s status from Pending to Accepted, then pick a service date, technician and sales person’s commission amount. When saved, all appointments will appear in the technician’s mobile Fieldwork App Schedules and will also appear in your integrated Quickbooks account. After a Work Order is complete an invoice is automatically generated for you. Create your own estimate now in the free demo!
Manage Service Agreements
New Service Agreements can be added to Work Orders with the help of templates and customizable values in the fields.
Tracking and Reporting
Tracking and reporting Work Orders for your field service business expenses & travel is easy with Fieldwork’s prebuilt customizable Dashboard, Production Reporting, exporting, and User-Role Access for Reports. All work order history and changes are tracked from who created it to completion, and include the following functions and features for customized reports.
Multi-building (Unit) tracking & reporting
Increase productivity by 15% or more for Work Order Dispatching of technicians with Fieldwork’s unique “Best-Fit” scheduling. Real-time technician tracking, and a drag & drop interface will assist your dispatch team for route planning and predict drive times and managing the status of your work orders.
Adding Notes and Tasks
Add private or public notes to Work Orders on-the-go from the Mobile Apps, or the Desktop App. Notes can be added in real-time by your Sales, Dispatch, or Technicians.
Use Tasks to add Follow-Up Calls with Scheduled Times to a Work Order.
Status Updates & Bulk Operations
Update the status of your Work Order from any device. To complete a job on iOS, just swipe the item, or for Android just Tap & Hold - to choose from a list of customizable statuses for your Work Orders.
Sort, Filter, Bulk-Edit or Move all or any Work Orders based on any field value, and assign them to available technicians all within the Work Order List view. You can sort and filter the Work Orders list by Status, Date, Customer, Location, Amount or Value.