Field Services

Every tech arrives ready to fix it.

Vic takes the request, books the tech, checks the parts and follows up with the customer, inside your field-service software.

The old way

The phone rings faster than the board updates

Service requests, reschedules, where-is-the-tech calls, parts questions, invoices to send. Dispatch, parts and billing each touch the same call and none sees the whole thing.

The new way

Pick a use case.

Watch Vic run the work, start to finish.

Intake

Requests in. Calls created.

Vic takes the request on any channel, pulls the unit history and creates the call in your FSM with the right priority.

  • Takes requests on every channel, 24/7
  • Pulls unit history and contract terms
  • Creates the call with priority and skills
Vic Field Services
Working
VicHarbor Dental, 08:02: compressor down, two chairs out. Unit 2210, under contract.
VicCall #7731 created, priority 1, history attached. Needs a compressor-certified tech and a valve kit.
call_7731.pdfPDF · priority 1 · history attached
Call createdPriority 1
Scheduling

Right tech. Right window.

Vic matches the call to a tech with the skills, parts and drive time, books the window and drafts the dispatch for your OK.

  • Matches skills, parts and location
  • Books the window and sends live ETAs
  • Handles reschedules; drafts the dispatch for your OK
Vic Field Services
Working
VicTech 14 is certified and 25 minutes from Harbor Dental after his 09:00 call.
VicBooked 10:30 and drafted the dispatch. One catch: the valve kit isn't on his truck.
dispatch_7731.pdfPDF · Tech 14 · 10:30 window
Window bookedAwaiting your OK
Parts

The part is on the truck.

Vic checks truck and branch stock before dispatch, adds a pickup or orders the part, and reorders what was used.

  • Checks truck and branch stock first
  • Adds pickups or orders parts
  • Reorders from parts used
Vic Field Services
Working
VicThe valve kit for #7731 isn't on Tech 14's truck. The branch has 2.
VicAdded a branch pickup (8 min), reserved the kit and queued a reorder. ETA still 10:30.
parts_7731.pdfPDF · pickup added · reorder queued
Part reservedRoute updated
Invoicing

Closed on site. Invoiced the same day.

Vic turns the tech's notes, photos and parts into a complete work order and drafts the invoice against the contract.

  • Builds the work order from notes and photos
  • Prices parts and labor per the contract
  • Drafts the invoice for approval
Vic Field Services
Working
VicTech 14 closed #7731 at 11:48: valve kit replaced, pressure test passed.
VicWork order complete. Invoice drafted under the contract: parts covered, 1.3 h labor. Ready to send.
invoice_7731.pdfPDF · contract pricing · ready to send
Work order closedInvoice drafted
Contracts

PMs scheduled before they're due.

Vic tracks every contract, drafts the visits a month ahead and books them around customer hours and tech routes.

  • Tracks contract visits and due dates
  • Drafts PM visits a month ahead
  • Books around customer hours and routes
Vic Field Services
Working
Vic14 contract sites are due for quarterly PM this month. 9 have fixed access hours.
VicDrafted all 14 visits across Techs 6, 9 and 14, inside access hours, grouped by area.
pm-schedule_Jan.pdfPDF · 14 visits · grouped by route
14 draftedAwaiting your OK
The result

One live view across every call, tech and part

Vic watches open calls, tech locations, parts and customer messages, flags what is slipping, and works the routine ones to done.

Questions

What service leaders ask first

Yes. Vic connects to your field-service software, telephony, telematics and parts inventory through existing integrations and works inside them: reading calls, tech locations, parts and contracts, writing calls, dispatches and invoices, and logging every action back where your team expects to find it. There's no new portal to adopt and no data migration.

Rules and macros fire an alert and then wait for a person to act. Vic completes the task: it creates the call, picks the tech, reserves the part, tells the customer, drafts the invoice, and only escalates the calls that need judgment, with the full context attached. It's a teammate that does the work, not another notification in the queue.

You define the guardrails: what Vic handles on its own, what it must escalate, and who it routes to. Anything past those limits, like a quote above a threshold or an out-of-contract repair, goes to the right person on your team with the history and a recommendation. Once you decide, Vic carries out the action and updates the record.

Most teams connect their systems and start shadowing within the first couple of weeks, then expand coverage as trust builds. You stay in approval mode for as long as you want. Vic takes more of the routine queue only as you sign off on the patterns.

Put Vic on the service desk.

Bring a week of service calls. See what Vic would have booked and closed.

Your systems stay put. Your people sign off. Running in days.