What does field service management software do?
Field service management software runs every job from the first call to the payment: it books the job, puts it on a schedule board for dispatch, tracks the technician's work, raises the invoice, records the payment and keeps the customer on a maintenance plan, all in one system.
This walkthrough tours a real Fieldproxy system at Summit Home Services, a demo HVAC, plumbing and electrical company. It follows one leak repair from the booked call through dispatch, completion, invoice and payment, then shows billing and care plans.
Chapters
Summit Home Services is a demo company with fictional customers. Every screen is the real Fieldproxy product; some sequences are sped up.
Step by step
Start from the overview
One screen shows revenue, jobs completed, open receivables, what automation handled and today's appointments.
Book the call
The AI front desk answers the call, finds the customer and books the job. The office sees the call, the recording and the booked job in Front Desk.
Schedule and dispatch
Jobs land on the schedule board by technician and trade, with service clocks on each visit. Unassigned work waits on the side, and the live map shows every technician.
Follow the job
Each job shows its stages from booked to completed, the service clock and why it ran late, and a history of who did what.
Invoice and get paid
The invoice sits on the job with member pricing. The payment, its method and who collected it are recorded, and the balance drops to zero.
Keep the customer
Billing shows cash collected and receivables; care plans track members, recurring revenue, renewals and visits due.
Questions people ask
- What is field service management software?
- Software that runs a service business's jobs end to end: booking, scheduling and dispatch, the technician's work, invoicing, payments and maintenance plans, in one system instead of spreadsheets and separate tools.
- Can field service software book calls automatically?
- Yes. In Fieldproxy an AI front desk answers the business number, finds the customer and books the job into the schedule; the office sees the call, recording and booked job in Front Desk.
- How does dispatch work in field service software?
- Jobs appear on a schedule board by technician and trade, with service clocks on each visit. Unassigned work waits on the side, and a live map shows where every technician is and what is next.
- Can technicians take payment in the field?
- Yes. In this example the customer paid by card ten minutes after the job was completed, and the payment shows on the invoice with the technician who collected it.
- How long does it take to set up?
- Fieldproxy builds your own field service management system around your workflows, and it can be live within a day.
- Is Summit Home Services a real company?
- No. Summit is a demo company with fictional customers. The screens are the real Fieldproxy product, recorded live and sped up.
Transcript
Show
- 0:00What does field service management software actually do? In short, it runs every job from the first call to the payment: booking, dispatch, the technician's work, the invoice, getting paid, and keeping the customer coming back. Here's a real system, at a demo heating, plumbing and electrical company.
- 0:20The day starts on one screen: revenue, jobs done, money still owed, what Autopilot handled while you were busy, and today's appointments.
- 0:29A customer calls. The AI front desk answers and books the job, and the call lands here, matched to the customer, with the booked job and the recording.
- 0:39Booked jobs land on the schedule board: every technician's day, by trade, with the service clock on each visit. Unassigned work waits on the left, so dispatch sees the gaps at a glance.
- 0:51The live map shows every technician, where they're headed next, and the exceptions that need a call.
- 0:58Search finds any customer, job or invoice.
- 1:02Like this leak repair for Joseph Stevens. It was booked by phone, scheduled, dispatched, worked and completed, and the total shows paid in full.
- 1:11It ran late, and the service clock shows why: the wrong part was shipped.
- 1:17The history shows the technician closed it out at 2 PM, with the invoice attached.
- 1:23The invoice sits on the job, with member pricing applied. Twelve hundred and forty-nine dollars, paid by card ten minutes after the job was done, collected by the technician.
- 1:33Balance: zero.
- 1:35Billing rolls it all up: revenue and cash collected this month, open receivables, what's over sixty days, and how fast customers pay.
- 1:44And to keep customers coming back, care plans track every member, monthly recurring revenue, renewals and visits due.
- 1:52Joseph is on Comfort Club Plus, with two of three visits used.
- 1:56That's one job, from the call to paid, in one system. Get your own custom field service management within a day, tailored to your workflows. Start at fieldproxy dot ai.
