Field Service
LandlordOS
HOAOS
PropPay
PraxiOSA lane per tech
Each tech's jobs for the day in time order, with unscheduled work to the side, ready to place.
Field Service Scheduling & dispatch
Scheduling and dispatch
for trades shops.
Field Service puts every job on a day board per tech, a week view you rearrange by dragging, and a map. Send a crew, run a job over several days, keep an on-call rota for after-hours emergencies, and let maintenance plans add their own visits. Customers get a reminder the day before and a heads-up when the tech is on the way.
Example Field Service week view: three technicians across Monday to Wednesday, with an unscheduled job waiting to be dragged onto the board.
Key facts
- Views
- Day, week and mapA lane per tech each day, a drag-and-drop week, and the day's jobs on a map
- Jobs
- One tech, a crew, or several daysPriorities: normal, urgent and emergency
- After hours
- On-call shiftsEmergencies alert the office in business hours and the on-call tech after
- Maintenance
- Repeating plansVisits are added to the schedule as jobs, days ahead
- Customer notices
- Day before and on my wayBy email today, and by text for customers who agree once texts are on
- Where jobs come from
- Six sourcesThe office, plans, the portal, online booking, your request form, and callbacks
01 / The schedule
How do you schedule jobs in Field Service?
Jobs start unscheduled, from an approved quote, a booking, a request or a plan. The office puts them on a tech's day, and moves them later by dragging them between techs and days on the week view.
Drag to reschedule
Move a job to another tech or another day by dragging it on the week view.
See the day on a map
The day's jobs plotted by address, so you can send the nearest tech.
More than one tech
Put a crew on a job, and spread big jobs like a repipe or a panel upgrade over several days.
Urgent and emergency
Mark a job urgent or emergency, and emergencies sort to the top of the board.
Callbacks and warranty
Open a callback from the original job, so it's tracked against the tech who did the work.
02 / On call
What happens when an emergency comes in after hours?
Set your business hours and add on-call shifts. When an emergency is booked, Field Service alerts the office during business hours, and whoever is on call outside them. With nobody on call, the owners are told. Customers can flag an emergency themselves when they ask for service from the portal.
03 / Maintenance plans
How do repeating maintenance visits work?
Start a repeating plan from a customer's page: the address, how often, the services on each visit, a tech and an optional time. Field Service adds each visit to the schedule as a job a few days ahead. With a time, it goes straight on the board; without one, it waits for the office to place it. Pause or end a plan any time.
A membership can include maintenance visits too, and bills the customer monthly or yearly with a member discount on other work.
Scheduling FAQ
Questions about scheduling.
Can techs see their schedule on their phone?+
Yes. Techs sign in to Field Service in their phone's browser and see their jobs. A native phone app is planned but not available yet.
Do customers get reminded about visits?+
Yes. Customers get a reminder the day before a visit and a notice when the tech is on the way. Both go by email today; once texts are switched on, customers who agree to texts get them by text instead.
Can customers book their own appointments?+
Yes. Your online booking page lets a customer pick a service and an open time, and they get an email confirmation. Requests from your website form wait in the unscheduled list for the office.
Can one job take more than one day?+
Yes. A job can run over several days and have a crew of more than one tech.
Keep exploring Field Service