Close the job on site
Record what was done, capture the customer signature, and move to the next call without paperwork waiting at the office.
Operations workspace
Turn site work into signed service records and billable documents
Field Service connects jobs, service reports, customer signoff, delivery orders, and feedback so field teams can close work properly before the office invoices it.
- Job records
- Tasks and reports
- Signoff
- Customer links
- Billing handoff
- Ready for invoice
Service flow
Capture the job, get signoff, and make billing ready
Field teams need evidence, timing, remarks, and customer acknowledgement in one route. The slideshow follows a service report from creation to the signed record that office users can bill from.
Who opens this
Three people, one record between them
See which jobs are still open
Active reports stay in one library, so nothing sits half finished in somebody’s notebook.
Invoice what was signed for
Completed service work carries straight into an invoice, with the signed report behind it if a customer queries the charge.
Start to finish
From the call out to the signature to the invoice
The report a technician finishes on site is the same record billing works from, so nothing is reconstructed afterwards.
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1
Create a task or service report for the customer visit.
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2
Record work done, engineers, hours, vessel details, remarks, and attachments.
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3
Send a secure customer form link for signature, stamp upload, or feedback.
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4
Use completed reports and delivery orders as source documents for billing.
What is inside
Every screen in Field Service & Signoff
Pick any one to see it. These are the real screens, not a mock up of them.
Tasks
Tasks turn site work into assigned, traceable operations before service reporting begins.
Service reports
Service reports capture work done, engineers, customer details, and signoff-ready notes.
Delivery orders
Delivery orders document goods or service delivery and can sit beside the related invoice or purchase flow.
Customer form links
Customer form links let external users review, sign, and submit without a full portal login.
Customer feedback
Feedback records keep customer acknowledgement and follow-up in the same operations workspace.
Digital signoff
Digital signoff gives field teams a cleaner proof trail for completed work.
Document exports
Document exports use the same saved PDF settings as the rest of the app.
In detail
Everything in the field service workspace
Service execution
- Task management
- Service reports
- Standard and vessel report formats
- Engineer-fill forms
- Work hours and remarks
- Customer feedback
Customer signoff
- One-time customer form links
- Digital signatures
- Optional stamp upload
- Submitted form tracking
- Delivery orders
- Customer acknowledgements
Office handoff
- Linked quotations
- Linked invoices
- Purchase order references
- Document PDFs
- Activity history
- Searchable work records
The honest comparison
What this replaces
Most companies already do this work. The question is what it costs them in re-typing and chasing.
- Paper job sheets that arrive days later Reports completed and signed on site
- Guessing what to bill from memory Billing built from the completed report
- Disputes with no record of the visit A signed report attached to the job
What changes
What stops getting lost between site and office
The point of a workspace is not the feature list. It is what stops being someone's problem.
- Field work has a traceable record before the invoice is created.
- Customers can sign from a link without needing a portal login.
- Operations and billing teams work from the same source record.
Can customers sign without logging in?
Yes. Customer form links are built for one-time external review, signature, and feedback.
Can service reports become invoices?
Yes. The billing flow can reference service work so the office does not recreate job details manually.
The rest of the platform
These run on the same company record
Add any of them later without moving your customers, items, or settings anywhere.
Try Field Service & Signoff on your own work
Open a real company, load your own customers and items, and see whether it fits before you pay for anything.
No card needed. Employee self-service seats are free, so staff can use attendance, leave, claims, and payslips without consuming normal paid member seats. Read the FAQ if you would rather check first.