Solution · General services
Dispatched, completed, invoiced.
Four workflow templates shaped for the shapes a service job actually takes. Custom fields and the report builder extend them to fit the way your team runs its day.
Field service
On-site jobs, captured on the phone.
The field-service template runs a quote-to-invoice flow with the fields a tech needs in the field — site address, equipment served, parts used, labor time, signature. Custom fields capture the rest; reports surface what jobs are open, what’s scheduled, and what’s overdue.
Scheduled maintenance
Recurring work that knows it’s recurring.
Recurring service contracts produce work orders on the cadence you set. Custom fields capture asset history; scheduled reports go out daily to the dispatch team with what’s due, what slipped, and which technicians have open capacity.
Phone sales
Inside-sales orders without the field.
The phone-sales template strips the on-site fields and runs a fast quote-to-invoice flow for orders that get placed and fulfilled remotely. Same pricing rules, same customer record, same audit log.
Emergency dispatch
A faster template for urgent jobs.
The emergency-dispatch template trades authorization gates for speed — minimal fields, fast capture, immediate invoice. SLA, priority, and response-time fields are configured per customer via custom fields, and the report builder surfaces breach risk in real time.
See the service templates on the canvas.
Bring a service flow your team runs today and we’ll model it together on a demo call.