Field Services
Field service software for work at the customer door.
Bookings, estimates, scheduling, dispatch, routes, a mobile app for your team, invoices and payments. One system, from the first request to the five star review.
Three things to understand. That is it.
Everything in Field Services hangs off a request, a job and a visit. Once these click, the rest is obvious.
Request
The customer asks for work.
A description, photos and the services they want. Convert it to an estimate or straight to a job.
Job
The work at one address.
Services, products, prices, checklists, notes, invoices and payments, all in one place. The status updates itself.
Visit
A trip to do the work.
A date, an arrival window and the people going. A job can have one visit or many.
One job, seen from every side
Follow a single job from request to review. Each step shows whose screen you are looking at: your customer, your office or your technician.
They book on your site at any hour. The address is checked against your service areas first.
Everything a field team runs on
Online booking page
Customers check their address, pick services and add-ons, and book a time or send a request. Instant booking or approval first, your call.
Service areas
Define where you work by radius or postcode, with travel fees and travel time. Out of area jobs are flagged before anyone drives.
Estimates
Price the work from the request. Customers review and approve online, then it becomes a job in one click.
Scheduling and dispatch
Day, week, month and timeline calendars with a map. Find availability suggests the best match by drive time.
Teams on a visit
Put several people on one visit. Availability only shows times when all of them are free.
Mobile app for your team
Schedule as a list, week or map. Open visits, update statuses, tick checklists and add notes from site.
Customer notifications
Confirmations, reminders and on the way messages by SMS, email or WhatsApp, for customers, staff and dispatchers.
Invoices and payments
Invoice from the job, as often as you need. Take deposits, full payment or a card on file at booking.
Timesheets
Optional timers your team starts and stops against each visit, so you know how long work really takes.
The day, in the right order
Choose a team member and a date. Lock the visits that must stay where they are, unlock the rest, and Open Doors proposes a shorter route using drive times, working hours, travel buffers and existing bookings. Apply it, or go back to the current route.
One technician, one day
Example route. Locked visits stay put, unlocked ones can move.
See it in your industry
Same system, explained through the jobs, problems and days of your trade.
Taking bookings in five steps
- 1
Draw your service areas
By radius or postcode, with optional travel fees and travel time.
- 2
Add your team
Working hours, the services each person does, their areas and where their day starts and ends.
- 3
List your services
Duration, price and add-ons. Import an existing list if you have one.
- 4
Set booking and payments
Instant booking or requests, arrival windows, deposits or card on file.
- 5
Share your booking page
Put it on your website, Google profile and social links, and start taking jobs.
Field Services questions, answered
Stop running the business from your head
Put requests, jobs, the schedule, your team and your payments in one place, connected to every customer record.