Field service management software features for small service teams

Every call, visit, invoice and photo for that address in one place, so the technician who has never been there arrives knowing what the last one found. Name, phone, alternate phone, email, service address, a separate billing address where it differs, and notes.

Bring your whole list across in one upload using the Excel template — name, phone, email, street, city, state, ZIP, billing fields, notes. Run it twice and numbers you already hold are skipped, so the list stays clean.

The enquiries that are not jobs yet, kept somewhere you will actually see them again. When one says yes, it turns into a scheduled job carrying the customer's details across — nobody retypes the address you already wrote down.

A form on your Opsler site takes name, phone, service and preferred date and time while you are up a ladder. It arrives as a request your dispatcher approves and converts, so nothing lands on the calendar you did not agree to.

A public site at your own subdomain, live the week you sign up: eight section types you can reorder, six colour themes, your logo and hero image, a live preview and a downloadable QR code for the van door.

Today, upcoming and history, grouped by status, each job showing the single action that comes next — On My Way, Mark Arrived, Start Job, Pause Work, Complete Job. Nothing to hunt for on a phone screen in the rain.

With no signal at all your technician opens the job, changes its status, ticks the checklist, takes before-and-after photos, writes the notes, captures the signature, raises the invoice and records the payment. It syncs itself the moment the van finds a bar. Basements, plant rooms and rural properties stop being a reason to bill on Friday.

One tap before the van pulls away loads today's jobs, the week ahead, the parts catalog, the service catalog, van stock levels and customer history, with a last-sync time so the technician knows it is aboard.

Photographs taken during completion attach to the job and appear in the customer's portal beside the notes and the signature. Arguments about what the place looked like beforehand end quickly.

Your customer watches the van approach on a live map with an arrival time and a call button — which answers the phone call they were about to make to your office before they make it.

Hours record themselves against the job as the technician works and pauses, so labour arrives already attached to the work that earned it. Payroll stops depending on anybody's memory.

Parts with SKU, barcode, cost, price and categories that match your trade, seeded at signup so the catalog is useful on day one instead of being a project for the winter.

Warehouse, truck and van, with as many named locations of each as you run. Budding covers one location and 100 items; Pro opens it up to every van on the road.

Move stock between any two locations, a single part or a batch at a time, with every adjustment recorded against the person who made it.

Set a threshold per part per location and the admin dashboard tells you at two levels of urgency — well before a technician finds an empty shelf at eight in the morning.

A part billed on an invoice comes off the location it was taken from, defaulting to that technician's own van. Your stock figure stays true without anyone counting shelves.

Grant the warranty as you close the job — parts, labour or full cover, for 30 days, 90 days, six months, a year or a length you set yourself.

A claim links straight back to the job that granted it, covered lines bill at zero with the original price struck through, and status runs active, expiring soon, expired. Nobody eats a repair that was never covered, and nobody charges twice for the same fix.

Total revenue, gross field profit with its margin percentage, pending amount, average ticket size and warranty cost, across three, six or twelve months or a range you choose — exportable to CSV or Excel the moment your accountant asks.

Revenue set against labour and material cost on a single job, and the same split across a whole period. This is the answer to “we were flat out last month, so where did it all go?”

Jobs completed, hours logged, average hours per job, revenue, revenue per hour and an efficiency score for each technician, with rank badges on the top three. Coaching conversations go better when the numbers are already on the table.

Recorded work intervals summarised per technician and per job and exported to CSV or Excel — payroll-ready hours, straight from the day that produced them.