Field Service Management
Field service management is the daily work of getting the right person to the right job with the right tools and information, then turning that finished job into an invoice that gets paid. When a business has one truck, the owner can keep most of it in their head. Add a second crew, a few recurring customers and a stack of open estimates, and details start to slip: missed appointments, unbilled work and hours spent chasing paperwork.
These guides are written for owners and managers of service businesses with people and vehicles in the field. Each one focuses on a specific part of running the operation, with practical steps you can put to use whether you work from a whiteboard, a spreadsheet or dedicated software.
What these guides cover
- Scheduling and dispatch: planning the day, building efficient routes and handling last-minute changes.
- Estimates and work orders: pricing jobs clearly and giving crews the details they need before they arrive.
- Managing crews: assigning work, tracking time and keeping the office and the field in touch.
- Customers and properties: keeping job history, site notes and communication in one place.
- Vehicles, equipment and inventory: knowing what you have, where it is and what each job uses.
- Invoicing and payments: billing promptly, collecting online and catching work that never got billed.
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