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Field Service demo

Full revenue, workload, and automation view

Dispatch Board: 92% SLAService Tickets: 11 open ticketsEquipment Records: 148 assets

Tasks / Projects

Break work into assigned tasks, project stages, and client-visible progress.

Open Tasks

3

Blocked

0

Projects

3

Budget

$49,300

Assigned

2

Order replacement compressor

high

Metro Office Center

Ryan Brooks

Due 2026-05-19

Follow up on First Baptist estimate

medium

First Baptist Church

Ryan Brooks

Due 2026-05-20

Accepted

0

No tasks.

In Progress

1

Dispatch technician to Atlas Distribution

high

Atlas Distribution

Carlos Diaz

Due 2026-05-18

Blocked

0

No tasks.

Completed

1

Complete annual maintenance rounds

medium

Metro Office Center

Carlos Diaz

Due 2026-05-15

Approved

0

No tasks.

Dispatch Board

Assign urgent service tickets by technician availability and location.

92% SLA
2 unassigned calls
Nina en route
SLA warning at 2:30 PM

Service Tickets

Capture diagnosis, parts, labor, photos, and customer signatures.

11 open tickets
RTU diagnosis started
Signature captured
Parts added to ticket

Equipment Records

Store asset history, warranties, and maintenance logs for every customer.

148 assets
Unit RTU-C serviced
Filter due next month
Warranty expires Q3