Field Service Automation Software

Intelligent scheduling that matches every incoming job to the right technician based on required skills and certifications, current GPS location to minimise travel, available time slots accounting for existing commitments and travel buffer, and priority tier. The scheduling engine evaluates the full day's job list simultaneously, not one job at a time, to produce an optimised assignment plan. New jobs arriving mid-day slot into the existing schedule with a recalculation that surfaces the lowest-disruption assignment. When a job overruns, the system calculates the downstream impact and flags the affected jobs with options: reallocate to a nearby technician, notify the customer of a revised arrival window, or escalate if the delay would breach an SLA. Dispatchers work the exception queue rather than manually building every schedule from scratch each morning.

A native or progressive web app on the technician's phone or tablet that gives them everything they need for each job before they arrive and a structured workflow for capturing what happened after. Before arrival: job details including customer name, site address, access instructions, equipment make/model and service history, parts and tools needed, and any previous job notes. On-site: structured digital checklists tailored to the job type, time recording, parts used logged against van stock, and a free-text or voice-to-text notes field. Photo capture attached to specific checklist items, timestamped and geotagged and stored on the job record. Customer signature captured on-screen for job sign-off, generating a PDF job completion certificate sent to the customer immediately. When the technician marks the job complete, invoice generation triggers automatically and parts consumption updates the inventory system.

Turn-by-turn navigation from job to job via Google Maps or Here Maps, integrated directly into the mobile app. Routes calculated with real-time traffic data and updated when conditions change. Multi-stop route optimisation runs at the start of each day and when the schedule changes: given six jobs across a city, the optimal visit order minimises total drive time rather than following the sequence they were booked. Technician GPS location tracked throughout the day and visible to the dispatch team on a map view showing all active technicians, their current job, their next job, and their estimated arrival times. Location data used for calculating live ETAs for customer notifications, identifying the nearest available technician when an emergency job is created, and generating a time-and-location audit trail for each job visit.

Automated customer communication across the full job lifecycle, via SMS and email, eliminating the call volume that occupies your front desk with customers asking for updates they should have received automatically. Booking confirmation sent within seconds of job creation. Day-before reminder with appointment window. Technician-on-the-way notification triggered when the technician starts travel to the job, including the technician's name and a live tracking link showing their current location and ETA. Job completion notification with a summary of work completed and a link to the invoice. Each notification template is configurable by job type. Customer notification preferences stored per contact and respected automatically.

Invoices generated automatically the moment a technician marks a job complete, using the labour time recorded, parts used at the current catalogue price, any call-out fee configured for the job type, and any agreed rates from the customer's contract or price list. The invoice is formatted, emailed to the customer, and a copy filed to the job record, all without dispatcher involvement. Payment link embedded in the invoice email pointing to a Stripe-hosted payment page, reducing the payment cycle from weeks to days. Accounting system integration pushes invoice data to QuickBooks, Xero, or Sage in real time. For service businesses currently invoicing an average of 2-5 days after job completion, immediate invoicing typically produces a 30-50% reduction in debtor days in the first 3 months of operation.

Real-time SLA monitoring for every open job, tracking three time metrics against the contracted targets: response time, on-site time, and total resolution time. SLA parameters configured per customer, job priority tier, and job type. A visual dashboard shows every open job with its current status: green (on track), amber (at risk, within 20% of the target window), and red (breached or imminent breach). Amber-status jobs surface automatically to the dispatch team for intervention. SLA performance reports delivered to service managers weekly: breach rate by job type, technician, geographic area, and time of day. For service contracts with financial SLA penalties, the real-time breach alert is direct revenue protection that pays for the system in the first avoided penalty event.