AccAnalysisAccAnalysis
Field Service & Work Orders

The job, the parts and the invoice — from a phone with no signal

Dispatch, technician app, van stock and billing for teams whose work happens on someone else's site. The technician signs off once, and everything downstream follows.

Dispatch boardOffline mobileAuto-invoice
What's already built
  • Modules configured
  • Automations running
  • AI agents
  • Reports and documents

Already running before we meet your data.

You probably need this if…

  • Jobs are assigned over WhatsApp and tracked on a whiteboard.
  • Technicians fill in a paper job sheet that someone re-types days later.
  • You bill weeks after the work because parts and hours arrive late or not at all.
  • Van stock is a mystery until something is missing on site.
  • You have SLA commitments in a contract and no system that counts down against them.
  • Nobody can tell you which asset keeps failing.
Inside the blueprint

What's already built

Modules configured

Work orders with types, priorities and skills; a dispatch board with drag scheduling; a technician mobile app for Android and iOS; inventory with van locations as stock locations; maintenance and asset registers with fault history; preventive maintenance schedules; contracts with SLA terms and entitlement; purchasing, timesheets and accounting.

Automations running

Skill and location-based assignment suggestions, SLA countdown with escalation before breach rather than after, parts consumption posting stock moves off the van, van replenishment requests raised automatically against minimum levels, timesheet lines generated from on-site time, customer sign-off triggering invoice creation, warranty flagging where a failed part is still covered, and preventive schedules generating work orders on time or on meter.

AI agents

Job duration prediction from historical work of the same type on the same asset class; route and sequence suggestions across the day; a repeat-failure detector that flags an asset before it becomes a warranty argument.

Reports and documents

Job sheets, service reports with photos and signature, SLA performance by contract, first-time-fix rate by technician and by job type, van stock valuation, asset history, contract profitability, and revenue leakage — the work done but not billed.

The screens

The system, before we touch it

1The screens

The dispatcher's morning

Technicians down the side with skills and utilisation, the day across the top, jobs as blocks you drag. A P1 job counting down to an SLA breach with the nearest qualified technician already identified. The unassigned queue ranked by time remaining, not by age. Underneath: van stock that needs replenishing tonight, and how much of last week's completed work turned into an invoice — with the reasons the rest didn't.

The dispatcher's morning — Technicians down the side with skills and utilisation, the day across the top, jobs as blocks you drag. A P1 job counting down to an SLA breach with the nearest qualified technician already identified. The unassigned queue ranked by time remaining, not by age. Underneath: van stock that needs replenishing tonight, and how much of last week's completed work turned into an invoice — with the reasons the rest didn't.
2The screens

The same work order in the technician's hand

Three moments: the job list, the safety checklist with parts and photo evidence, and sign-off with the charges the customer is agreeing to. The app is offline-first because half the sites have no signal. On the right, what that single sign-off produces in the ERP — stock moves, a replenishment request, a timesheet line, asset history, an invoice, contract usage, and a warranty claim.

The same work order in the technician's hand — Three moments: the job list, the safety checklist with parts and photo evidence, and sign-off with the charges the customer is agreeing to. The app is offline-first because half the sites have no signal. On the right, what that single sign-off produces in the ERP — stock moves, a replenishment request, a timesheet line, asset history, an invoice, contract usage, and a warranty claim.

Illustrative data. Your instance is configured to your entities, currency and chart of accounts.

Your 20%

What we tailor

Your job types and priority matrix, your SLA tiers and escalation paths, your skill and certification matrix, your checklist and safety forms, your service report layout, van topology and minimum stock levels, contract entitlement rules, and your pricing — labour rates, callout terms, and what is and isn't chargeable.

What we won't do

Promise a scheduling optimiser will fix an understaffed rota. If the board is red because there aren't enough technicians, we'll say so in the fit review.

Time to live

Weeks to live, in phases

PhaseWeeksWhat happens
1Fit review
1–2

Job types, SLA tiers, skills matrix, van and asset topology

2Foundation
2

Entities, accounts, environments, mobile distribution

3Dispatch and mobile
3–4

Board configured, checklists built, app tested on real sites

4Parts and billing
2–3

Van stock, consumption posting, sign-off to invoice

5Pilot crew
2

One region or one crew live for a full cycle

6Roll-out
ongoing

Crew by crew

Typical first crew live in 8–10 weeks. Preventive maintenance and contract entitlement usually follow in a second wave.

Connects to

Connects to

Customer portalsGPS and telematics providersMapping and routing servicesSMS and WhatsApp notificationE-signatureAsset and IoT telemetry where it existsAccounting bank feedsYour BI tool
Measurement

What it moves

  • First-time-fix rate
  • SLA attainment
  • Mean time to repair
  • Technician utilisation
  • Travel kilometres per job
  • Days from completion to invoice
  • Revenue leakage
  • Van stock value

We baseline each of these in the fit review so the change is provable rather than asserted.

What you keep

Yours at the end of the engagement

  • The production system
  • The mobile app in your own developer accounts
  • Connector and app source in your repository
  • Checklist and form definitions
  • SLA configuration
  • Runbooks
  • The reporting layer
Track record

Relevant experience

Full Odoo roll-out across work orders, inventory, sales, purchase and accounting for a fuelling-station maintenance partner (Pakistan).

Custom B2B fleet-management mobile app built on Odoo and delivered through a GitHub Actions pipeline (Germany).

Helpdesk and ticketing workflows with SLA automation that improved customer response times (Germany).

IoT and connected-operations delivery alongside ERP for industrial clients.

FAQ

Common questions

What happens with no signal on site?

Everything the technician does is stored on the device and queued. Checklists, photos, parts and signatures all survive the app being closed or the phone dying. It syncs when there's a connection, and conflicts are resolved against the server with the technician's version kept as evidence.

Do technicians actually use it?

They use it if it's faster than paper, which means the checklist has to be short and the parts list has to be searchable offline. That's a design constraint we hold during the build, and it's why we pilot with one crew before rolling out.

Can it handle subcontractors?

Yes — as restricted users with their own rate cards, seeing only their own jobs. Subcontractor cost lands against the same work order, so contract profitability stays true.

We already have Odoo. Can you add just this?

Often, yes. It starts with an audit of what you're running, because the parts of this blueprint that touch accounting and stock have to fit your existing setup rather than overwrite it.

Keep reading

Related solutions

How it gets delivered

Bring us one week of your job sheets. We'll show you what the dispatch board would have looked like, and how much of that week would have invoiced itself.