Field service: dispatch to invoice
Who this is for
Dispatchers, service managers and technicians who install, repair and maintain equipment.
The problem
Jobs arrive by phone, parts leave the warehouse without a slip, work is done but never billed, and customer assets get mixed up with company assets.
A day with XBuddy
Receive the request
A ticket or service contract in Service Management, or a work order on an asset, becomes a service job. — Service Management
Schedule and dispatch
The dispatcher assigns the job to a technician or team. — Field Service — Dispatching a job
Issue parts and tools
Requisitions for parts and tools go through Inventory, so every issue has a slip. — Field Service — Van stock & parts
Execute on mobile
Technicians complete the checklist, request parts, log hours and capture the customer signature in the XBuddy Work mobile app. — Field Service
Close the job
A customer job leads to an invoice. An internal job is booked as an internal cost against a cost center. — Finance
Apps involved
| App | Role in this scenario | Link |
|---|---|---|
| Field Service | Jobs, scheduling, technicians | Field Service |
| Service Management | Tickets and service contracts | Service Management |
| Asset Management | Asset register, work orders, maintenance | Asset Management |
| Inventory | Warehouse and van stock | Inventory |
| Time Tracking | Technician hours | Time Tracking |
| Finance | Invoice for customer jobs | Finance |
| Accounting | Ledger | Accounting |
AI assistants that help
fs_dispatcher: Supports dispatchers with scheduling.fs_technician_copilot: Assists technicians in the field.asset_manager: Analyses asset usage and advises on maintenance.inventory_planner: Supports stock planning.
Related business flows
Honest limits
- The dispatch board and equipment scheduling are off by default, and a parts pick batch can succeed only in part.
- Field Service tools are tracked per serialized unit only.
- The Workforce mobile app has no dedicated product page yet, so confirm its scope before a demo.