Field service work order software is a category name that covers two very different buys. One is the field service suite: dispatch, routing, GPS, estimating, invoicing and payments, priced per user, for a fleet of trucks. The other is the order itself: raised at the customer's site, priced with the travel a shop job never has, kept against the customer with a status the office can read. This guide is about the second, because it is the part every field business needs on day one and the part a suite buries under modules. Jobcardo does the order; the free service work order worksheet on this site prices the call.
A field order has lines a shop order does not
The callout or diagnostic fee and the travel, by the mile or as a flat trip charge, are the two lines that make a field order different, and they are the two lines most often absorbed into the labour figure and forgotten. Software for field work orders has to carry them as their own lines, priced from the business's own rates, so the drive shows on the sheet and the customer sees what it is. The service work order worksheet takes both, with the labour, the parts and the markup, and returns the total and the revenue for each hour on site.
Raised where the work is, read where the office is
The technician prices the order on a phone at the site and saves it; the office sees the same record a moment later with its status and its date. That is the whole of what field work order software has to do for a business of a few trucks, and it is also the part that suites do well and charge per seat for. In Jobcardo Pro the record follows the account rather than the device, so a lost phone is not a lost job and a new technician opens the same customers on their first morning.
Where the suite is the right buy, and where it is not
If you dispatch twenty technicians and route them by the hour, buy a field service suite; the dispatch board is the product and the order is a feature of it. If you are one to fifteen people who need the order priced and kept, the suite is seats and modules you will not open. Jobcardo prices and keeps the field work order and the service order, exports them for the invoice, and stops there on purpose. Vendors' plans are cited below with retrieval dates, because the tiers move.
Questions people ask about field service work order software
Is Jobcardo a field service management system?
It is the order part of one. It raises, prices and keeps field work orders and service orders with a status and a history, and exports them. It does not dispatch, route, estimate, invoice or take payment.
Can the technician raise the order from the site?
Yes. The worksheets and the Pro workspace are web pages that run on any phone with no install; a saved order lands against the customer and the office sees it at once.
My trade is HVAC, plumbing or electrical. Is this the right hub?
This estate has a hub built for each of those trades with its own rates and forms, and that hub is the better fit. Jobcardo is for field businesses whose trade has no such hub.