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Schedule & dispatch
Create work orders, assign the right technician, set priority, and keep schedules organized.
Schedule and dispatch work, guide technicians through every job, document service, create invoices, and collect payments on site with FieldKit.
Create work orders, assign the right technician, set priority, and keep schedules organized.
Give technicians job details, customer history, navigation, checklists, notes, and live updates.
Capture inspections, forms, photos, parts, labor, notes, and customer signatures.
Create the invoice, accept payment on site, and keep accounting activity connected.
Create a work order, choose the technician, add customer and job details, then place it on the schedule.
Navigate to the customer, follow the job workflow, record work performed, and capture documentation.
Create the invoice, collect a supported payment, and keep the office and accounting workflow updated.
FieldKit connects the customer request, office schedule, technician visit, job documentation, invoice, payment, and accounting activity.
Each step carries the customer, job, technician, documentation, invoice, and payment context forward.
The customer calls, emails, or submits a request. The office records the customer, location, equipment, and issue.
The dispatcher selects the right technician, date, time, and service window from one schedule.
The technician receives customer history, job notes, navigation, forms, and equipment details on mobile.
The technician updates status while the office and customer stay informed about arrival.
The technician begins the job and records timestamps, initial findings, equipment, and service notes.
Digital checklists guide consistent work and capture the information needed for a complete service record.
Record parts, materials, quantities, and labor so the office and invoice have the right details.
Add before-and-after photos, equipment labels, and installed-product documentation to the job.
Capture approval and completion signatures on the technician device before closing the job.
Build the invoice from recorded labor, parts, service details, discounts, and applicable charges.
Collect a supported card, ACH, online, or mobile payment and send the customer a receipt.
Keep the completed job, customer, invoice, payment, and accounting activity connected.
The same connected structure adapts to electrical, plumbing, appliance, construction, and other field-service businesses.
FieldKit supports adaptable workflows for HVAC, electrical, plumbing, appliance, construction, maintenance, and other mobile service teams.
Yes. Technicians can access assigned jobs, customer details, checklists, notes, photos, signatures, invoices, and supported payment workflows from mobile devices.
Job status, technician activity, documentation, invoice, and payment updates stay connected so office teams can follow progress without repeated calls.
FieldKit connects with supported PayLync card, ACH, mobile, online, and terminal payment workflows based on your account configuration.
FieldKit keeps the customer, job, invoice, and payment context available for supported accounting synchronization and reconciliation workflows.
Give every team member one connected workflow from the first service request to final payment.