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Job & Work Order Management

Create and track jobs from first call to completion.

  • Capture customer details, job type, priority, and notes in one record
  • Manage open, scheduled, in-progress, and completed jobs from a single view
  • Full job history per customer and location
  • Attach photos, equipment records, and service notes
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SERVICEsimple schedule dashboard for tracking all you service orders

Provide timely service to your clients with all your jobs in one place

Technician Dispatch & Scheduling

Assign jobs to technicians based on availability, skill, and location.

  • Dispatchers see the full day's schedule across the team
  • Technicians get job details pushed to their mobile devices
  • No phone calls to confirm assignments or get addresses
  • Reassign and reschedule with same-day changes handled in real time
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SERVICEsimple dispatch board with today's jobs assigned across technicians

Dispatch board — the whole day at a glance.

Estimates & Invoicing

Generate estimates in the field and convert them to jobs with one action.

  • Build estimates on site and send them in minutes
  • Convert an approved estimate to a job instantly
  • Invoice on job completion and track payment status
  • A complete financial record tied to each customer and job
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SERVICEsimple estimate creation view with line items and totals

Estimates — quote, approve, and convert to a job.

Customer Communication

Keep customers informed automatically, without manual outreach.

  • Appointment confirmations and technician arrival windows
  • Job completion summaries and automated follow-ups
  • A self-service booking portal for new requests
  • Fewer inbound "where's my tech?" calls to your office
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SERVICEsimple customer self-service booking portal for scheduling a service visit

Customer booking portal — self-service scheduling.

Recurring Service Contracts

Set up maintenance agreements and recurring visits that run themselves.

  • Automatically generate work orders on schedule
  • Track contract status, renewal dates, and service history
  • Per-customer and per-equipment maintenance records
  • Never miss a scheduled maintenance call again
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SERVICEsimple Recurring Contracts setup

Track recurring contracts and automate dispatch and invoicing

Mobile Field Access

Built for the job site, not the office desk.

  • View job details, update status, and add notes from any device
  • Capture photos and signatures on site
  • Communicate with the office without phone calls
  • No app install required — works in the browser
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Integrations

SERVICEsimple connects with the tools you already use.

Ready to See It All in Action?

Book a personalized demo and discover what SERVICEsimple can do for your field service business.

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