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Field Service Portal
Work orders, parts, and customer sign-off for teams who work on site.
What you'll learn
- Address, asset, parts list, and customer contact belong on the work order.
- Log parts used and a before/after photo before leaving.
- A name, a timestamp, and optional notes.
- Today’s jobs, status, and who is assigned.
Course content
4 lessons
- 1. The job pack in one place
- 2. Parts and photos on site
- 3. Customer sign-off
- 4. Dispatch without a whiteboard
Description
Dispatchers and technicians lose time when the job pack lives in email.
We design a portal for work orders, parts used, photos, and a customer sign-off that finance can invoice from.
The course is for operations leads who need a first version that works on a phone in the van.
We design a portal for work orders, parts used, photos, and a customer sign-off that finance can invoice from.
The course is for operations leads who need a first version that works on a phone in the van.