Set it up the way your company works.
Job types with icons and response times in business hours, forms built by drag and drop, routing by job type and service area, escalations, teams, crews, users and roles.
Why it matters
Most field service software needs a support ticket or a consultant every time you add a service or change who handles it.
In practice
- Residential and commercial. A window cleaning company sets up separate job types for residential, storefront and post-construction cleaning, each with its own questions and response time.
- Urgent goes first. An HVAC company gives “No heat” and “No cooling” a four-business-hour response time and routes them to the service team by area.
How it works
Start from a library
Common job types with sensible defaults, edited to fit your services.
Shape the forms
Questions for customers when they request service, and close-out questions for technicians.
Route and escalate
Send each job type to the right team by service area, with alerts when response times slip.
Key features
Job types and groups
Icons, colors, descriptions and Spanish names for each service you offer.
Response times in business hours
Targets in hours or business days, using your hours and holidays.
Form builder
Yes/no, choice, text, number and photo questions, versioned when you publish.
Routing and escalations
By job type and service area, with escalation emails when a target passes.
Roles and permissions
Admin, team lead, dispatcher, office staff and technician, enforced by the server.
Audit log
Every settings change recorded, with who made it and when.
Common questions
Can we change forms after we go live?
Yes. A new version applies to new jobs; older jobs keep the questions they were created with.
How many job types can we have?
As many as you need.
Do we need a consultant to set it up?
No. Your admin can do it from the portal, and we help during onboarding.