Services and field operations execution
Connect service work orders, scheduling, and billing evidence to a single execution chain.
Key outcomes
- Linked service work orders with clear prerequisites
- Labor and service line items tied to evidence
- Billing milestones aligned to completion and sign-off
Solution profile
Primary focus
Service work orders, scheduling, and billing governance
Core engines
Planning & Execution, Commercial + Financial
Evidence artifacts
Service work orders, time entries, approvals, billing milestones
Impact Intelligence
Impact Intelligence for service workflow changes
Preview how SLA revisions, pricing updates, or checklist changes ripple through open work orders.
- See change impact across open work orders, service appointments, and billing rules
- Generate rollout readiness packs for customer and compliance sign-off
- Compare cost ranges before committing to service policy changes
Engine mapping
Service workflows mapped to the execution stack
Dispatch and billing stay aligned with operational context.
Engine
Planning & Execution
Service work orders, dependencies, and deliverables stay connected across teams.
- Linked service work order chains for complex work
- Deliverables tied to completion and sign-off
- Schedule changes stay visible across teams
- Dispatch priorities reflect service commitments
Engine
Commercial + Financial
Labor, materials, billing milestones, and margin controls tied to service work orders.
- Time entries attach to specific tasks
- Service line items stay billable and auditable
- Invoice release depends on evidence and approvals
- Margin controls tied to labor and parts
Terminology
Align on the operational language.
Industry teams adopt shared definitions for assets, workflows, and compliance artifacts so every integration stays consistent.
Services terminology map
Shared languageWork order
Field opsService request with customer context, tasks, and completion milestones.
Service appointment
DispatchScheduled technician visit tied to a work order and dispatch route.
Time entry
BillingBillable hour tied to a service task and approval milestone.
Deliverable
Customer successCustomer sign-off or evidence required before billing.
Workflow
From dispatch to billing
How service work orders, time entries, and invoices stay connected.
Step 1
Linked service work order chains
Parent and child work orders keep multi-visit work connected and sequenced.
Step 2
Labor and service line items
Labor, parts, and service items stay tied to tasks for margin control.
Step 3
Time entries with approvals
Capture billable hours and require approval before invoice release.
Step 4
Scheduling and dispatch
Assign work based on capacity, SLA priority, and location context.
Step 5
Billing milestones and customer sign-off
Invoice release waits for deliverables and customer acknowledgement.
Feature deep dives
The feature set that powers this solution.
Dive deeper into the workflows, evidence, and APIs that align to this industry.
Deep dive
AvailableLinked work orders
Coordinate upstream and downstream service work orders with dependencies.
Deep dive
AvailableWebhooks and events
Push service status updates and dispatch events to field systems.
Deep dive
PlannedService billing milestones
Automate invoice release based on approvals and evidence.
Deep dive
PlannedResource scheduling
Optimize dispatch based on technician capacity and SLAs.
Compliance
Governance for service delivery
Service commitments, safety checks, and billing approvals stay traceable.
Service-level evidence
Completion proof and sign-offs stay tied to each work order.
Safety workflows
Required checklists and acknowledgements remain linked to field work.
Billing approvals
Invoices require approved time entries and deliverables.
Case studies
Stories that map outcomes to industry metrics.
Field service network
Dispatch without margin surprises
Time entries, parts, and approvals stay tied to the service work order chain.
Industrial maintenance
Service-level compliance at scale
Evidence capture and sign-offs keep SLAs and audits aligned.
Embedded operations
Custom field service hardware and diagnostic tools
Need custom handheld devices, diagnostic tools, or connected sensors for field technicians? Our embedded ops network designs and manufactures custom hardware. Electronics, firmware, and enclosures from Shenzhen.
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