Field service workflow
One job record from dispatch to invoice, with a technician app that works without a signal.
Home-services and equipment-service companies coordinating technicians, parts, and billing.
- Web: dispatch board by status
- Phone: on-site technician checklist
What goes wrong
without it.
Dispatch lives on a whiteboard, the technician's notes live in texts, and the invoice is rebuilt by hand from both. Every handoff loses time and money.
What the product would do
- A dispatch board by status, with technicians, time windows, and travel in view.
- A technician checklist on a phone: arrive, diagnose, parts, photos, signature.
- Parts and time captured once, on the job, and invoiced from the same record.
- Customer updates sent from status changes rather than typed.
- A same-day summary for the office: what closed, what is waiting, what needs parts.
Decided before any screen
- The single job record and its states from quote to paid; everything else reads and writes that.
- What the technician must be able to do offline and how conflicts resolve when the signal returns.
- Which integrations (accounting, payments, parts suppliers) are contracts from day one.
Specified once.
Built in parallel.
A state machine at the centre and several clients around it. With the job record and its transitions specified, the board, the phone app, and the invoicing path can be built and tested in parallel against one contract.
Want to see this in practice? Let’s discuss your use case and explore relevant products I’ve built.
Other problems, same approach.
Start with the problem,
not the proposal.
Talk with me about what you need to build, fix, or decide. We’ll explore how Phase 3 Services can help and what an engagement would involve.