Field service
Schedule, dispatch and bill every job without the paperwork.
For maintenance, installation and service companies, we connect enquiries, scheduling, mobile engineers, assets, contracts and invoicing, so jobs are completed first time and paid faster.
- Zoho Premium Partner
- Odoo Partner
- UK-based team
- Fixed milestones
The challenge
Where field service businesses lose profit.
Every wasted journey, missing part or late invoice erodes margin. These are the issues we fix most often.
Most field service firms find days of unbilled work in their paperwork backlog.
Manual scheduling
Jobs are planned on whiteboards or spreadsheets, so engineers criss-cross the map.
Paper job sheets
Notes, photos and signatures come back days later, if at all.
Parts not on the van
Engineers arrive without the right parts, leading to repeat visits.
Missed SLAs and PPMs
Planned maintenance and contract response times are tracked manually.
Slow invoicing
Completed jobs wait days to be billed, hurting cash flow.
Poor customer updates
Customers call to chase arrival times and job status.
How we help
End-to-end field service management.
We implement Zoho FSM or Odoo Field Service and connect it to your CRM, stock and accounts.
Smart scheduling and dispatch
Drag-and-drop planning by skill, location and availability, with route optimisation.
Mobile engineer app
Job details, checklists, photos, parts and customer signatures on any device.
Planned maintenance
Automated PPM schedules and service contracts with SLA tracking.
Van and parts stock
Track stock by van and warehouse, and reserve parts before the visit.
Asset history
Full history of every installed asset, visit and part used.
Instant invoicing
Turn signed-off jobs into invoices automatically, synced to accounts.
Recommended platforms
Proven field service platforms.
We select the platform that best fits your job volumes, contracts and back-office systems.
Zoho for field service
Ideal for service firms wanting fast rollout and strong CRM.
- Zoho FSMWork orders, scheduling and mobile app.
- Zoho CRMCustomers, quotes and contracts.
- Zoho InventoryParts and van stock.
- Zoho BooksJob invoicing and payments.
Odoo for field service
Ideal when you need field service within a full ERP.
- Odoo Field ServiceTasks, planning and mobile worksheets.
- Odoo PlanningEngineer scheduling and capacity.
- Odoo InventoryVan stock and replenishment.
- Odoo AccountingInvoicing and job profitability.
What changes
What changes for your service operation.
Typical improvements for field service clients.
More jobs per day
Optimised routes and schedules reduce travel time.
Higher first-time fix
Right skills and parts on every visit.
Faster cash flow
Invoices raised the moment a job is signed off.
Happier customers
Live updates, clear reports and SLAs met.
How we deliver
A clear, proven path from first workshop to go-live.
Every engagement follows SCALE, our five-phase delivery framework, so you always know what happens next, who is doing it and what it costs.
Scope
We ride along with engineers and map your job lifecycle from enquiry to invoice.
Craft
We design scheduling rules, job types, checklists and SLAs.
Assemble
We configure the platform and mobile app, migrate assets and contracts and connect accounts.
Launch
We train planners and engineers and go live with on-hand support.
Evolve
We optimise routes, automate more PPMs and add customer portals.
Related solutions
Services field service firms often combine.
FAQs
Questions we often hear
Can't see your question? Book a free call and speak to a certified consultant.
Should we use Zoho FSM or Odoo Field Service?
Zoho FSM suits service firms that want a dedicated field app connected to Zoho CRM and Books. Odoo Field Service suits businesses that also need inventory, purchasing and accounting in one ERP. We help you choose.
Does the engineer app work offline?
Yes. Engineers can view jobs, complete checklists and capture signatures offline, and data syncs when they reconnect.
Can we manage planned maintenance contracts?
Yes. We set up recurring PPM schedules, contract terms and SLA tracking with automatic job creation.
Can customers see job updates?
Yes. Customers can receive arrival notifications, job reports and invoices automatically, or via a portal.
Will it integrate with Xero or Sage?
Yes. Completed jobs can create invoices in your accounting system automatically.
Start your project
Ready to run a smarter field service operation?
Tell us about your business and goals. A certified consultant will get back to you within one working day with practical next steps.
- Free, no-obligation consultation
- UK-based Zoho and Odoo partner
- Clear plan, milestones and pricing