Field Service

Work orders for technicians — customer assets, service contracts, checklists, preventive maintenance, reliability analytics, company tools, dispatch board and van stock.

Available with the Field Service module. Technicians use the mobile app with the Field Technician role.

Work Orders (`/field-service/work-orders`) — `WO` · stock ↓

Statuses draft → scheduled → dispatched → in_progress → completed | cancelled.

Header: client, site/asset, type (repair, installation, inspection, PM), priority, SLA from service contract, scheduled window, technician(s), vehicle.
Parts (consumed from the technician's van warehouse or main warehouse — decrease movements on completion), labour lines, checklist, photos, customer signature.
Sources: manual, Helpdesk ticket escalation, Preventive Maintenance, service contract, customer portal request.
Completion can generate a sales invoice for billable parts/labour (contract rules decide what is covered).

Assets (`/field-service/assets`)

Customer equipment under service: serial, model, location, install date, warranty, linked contract, service history, criticality. Not the GL "fixed assets".

Service contracts (`/field-service/service-contracts`)

Recurring coverage with SLA targets (response/resolution), covered assets, included visits, pricing and billing (recurring invoices).

Checklist Templates (`/field-service/checklist-templates`)

Reusable checklists (steps, measurements, pass/fail, photos) attached to work-order types; optional daily or weekly runs that technicians complete in the app.