Field service visit
Dispatch a technician, capture proof of work, and invoice without re-entry.
Scenario
A service company receives a customer request, schedules a technician, and needs proof of work to bill quickly.
Workflow
- Create a work order with customer details and location.
- Assign a technician and schedule a visit.
- Capture notes, photos, and time on mobile.
- Confirm completion and trigger invoicing.
Key data
- Customer and contact.
- Work order details and checklist.
- Time, materials, photos, and signature.
- Invoice reference and totals.
Outputs
- Completed work order.
- Proof of work (photos or signature).
- Invoice draft or issued invoice.
How Fleksi.io fits
Fleksi.io keeps the work order, field updates, and invoice connected so teams do not retype the same data in multiple systems.