Field Service
Where is cash stuck?
Following completed work through billing and collection to find the hold-up.
Field Service
Connect Requests, Dispatch, Execution, Customer History, and Billing Readiness.
Connect requests, dispatch, work execution, customer history, and billing readiness.
Field Service — Weekly View
Today's Dispatch
Which arrival windows are at risk right now?
8a10a12p2p4p
D. Ortiz
K. Nguyen
R. Patel
M. Brooks
On trackWindow at riskRunning late
Billing Readiness
Completed work that is not yet ready to invoice.
- Furnace replacementCloseout photosBlocked
- Water heater installCustomer signatureMissing item
- Panel upgradePermit numberMissing item
- AC tune-upReady to billReady
What Leaders Can See
- Today's dispatch board against committed arrival windows
- Completed work that is not yet billing-ready
- Customer and equipment history at the point of service
- Recurring service obligations and what is due next
What the Team Does Next
- 1Close out jobs with complete notes, photos, and signatures
- 2Confirm arrival windows before they slip
- 3Schedule the recurring visits that are coming due
Before, Decision, Action
Before
Jobs are marked complete in the field, but invoices wait days for missing notes and photos.
Decision
Eleven completed jobs are not billing-ready; six are missing the same checklist item.
Action
Field supervisor adds the item to closeout; office clears the queue by end of day.
Capabilities
Supporting Capabilities
Dispatch Board
Technicians, windows, and job status on one timeline.
Billing Readiness
A closeout checklist that keeps completed work from waiting to be billed.
Customer History
Equipment, visits, and open items wherever the technician is.
Build an Operating System Around the Business You Actually Run.
Book a 30-minute strategy call with Margin One. We will look at your systems, your KPIs, and the decisions costing you margin.
- Thirty minutes, no preparation needed
- Bring the systems you use today
- Leave with a view of your first scorecard
Pick a time that works for you.
A working conversation about your numbers with an operator who has run the trucks — not a sales pitch.