Field Operations
Service request, work order, task assignment, route plan, mobile field screen and digital service form.
Run field work from the same service record as head office
A service request turns into a work order; route, mobile form, parts used, customer approval, invoice and collection become steps of the same record. Each step has an owner, and head office sees the job's status without calling.
One field setup for service, maintenance, installation and assembly work
Field Services
This solution gathers the customer request, the work order, task assignment, the route, the service form filled out on site and the invoice on a single record. The field technician sees which address to go to, and head office sees what stage the job is at, straight off that record. Businesses whose teams spend the day on site, at the customer's address, use this. Fleet size matters less than how many visits and service calls stack up in a day.
Request to work order, work order to field, field result to invoice
The process runs in seven steps. A role owns each step, and each step leaves a mark on the service record; the next step continues from that record.
The request gets logged
Head office enters the fault, maintenance, installation or assembly request with customer, device, address and priority; a work order record forms, and the customer's service history sits next to it.
The task goes to a field technician
The planning lead weighs skill, region and the day's load together; an assignment record sits on the work order, and the job shows up on whoever owns it.
The route gets planned for the day
The planning lead sequences visits by region and time; a route record forms, and fuel and maintenance data from the vehicle card read into the same plan.
The work runs from the mobile screen
The field technician opens the address, customer history and device data on the phone; the on-site service form fills in with photo and location data, and the form record posts to the work order.
Parts and labour get logged to the job
The field technician enters the part used from the van stock and the time spent; a stock movement record forms, and head office never has to chase down which part went where.
Customer approval gets captured
The customer signs off on the work on site; the approval record moves into the customer file with the form and photos, and head office sees the result the moment it happens.
The invoice goes out, collection gets tracked
Finance turns labour and materials into an invoice off the same work order; a payment taken on site posts on the spot, and the open service balance shows up on the management screen.
What Do You Gain?
Fewer phone calls, more complete invoices
Plan the team's day better
Which technician is where, what job is next, which vehicle is in which region: all on one screen. The day goes to getting the work done in the right order, not to calling around for locations.
Stop leaving work half-billed
Form, photo, customer signature, parts and labour accumulate in the same file; because each line gets entered on site, it reaches the invoice complete.
Give customers steadier service
Appointment, service history and digital form arrive in the same order for the customer; the team shows up prepared, and head office sees the result the same day.
You build a solution backbone by connecting field operations, stock and finance
These products carry field operations together. Appointment reminders, message notifications, GPS vehicle tracking and the customer portal plug into your existing setup; the record of every visit accumulates on the same work order.
Inventory
Van stock, parts used on site, serial number tracking, spare part movement and count routines.
Accounting & Finance
Labour and parts invoicing, collection, account and open service balance visibility.
Sales & CRM
The maintenance contract and the customer's approval sit on the sales card; the field service record moves forward on the same panel as the sale.
Related Solutions
Frequently Asked Questions
Which information belongs on a field-service work order?
Customer, address, device, work required, parts used, time, forms and invoice status should remain on the same work order. The office can then follow progress without a separate message trail.
Which teams use Field Services?
Service, maintenance, installation and assembly teams; planning leads and the finance team that issues invoices. Field teams making regular store or dealer visits use the same setup. Each role sees its own screen, and the work order is shared.
Does the field technician run the job from their phone?
Yes. Address, customer history, device data and the work to be done sit on the mobile screen. Form, photo, signature and location post from the field to the same record.
Does our current service history move over?
Customer cards, device data and past service records move in bulk. Their scope and quality get reviewed together during migration planning.
Which business example shows Field Services in use?
At GPS Buddy, a fleet-tracking company, field service records connect to the same panel as sales. Which device sits in which vehicle reads off its serial number, and GPS Buddy's Netherlands headquarters watches live service work in Türkiye without waiting for a report.
How You Start
Let's scope out your field services setup together
Let's assess your team size, service types, vehicle fleet, parts tracking and invoicing habits together; whether your priority is the route plan, the mobile service form, van stock or collections, we'll set the scope around it. See marqey in a demo close to your own field scenario; together we decide on the product, integration and customisation scope you need.