Create, assign, and track every job in one place, with photos and documents attached right to the work order.
- Create & Assign Work Orders
- Technician-Created Work Orders
- Work Order Status Tracking
- Job Classification
- Photo & Document Attachments
Field Operations That Keep Everyone Connected
Real-time visibility into work orders, scheduling, and technician status, all in one connected system.
CTI BOS
Operations Overview
Work Orders
Fleet & Equipment
38
Open Work Orders
52
Completed (Week)
6
Unassigned
14
Technicians Active
22
Vehicles In Service
4
Inspections Due
31
Equipment Checked Out
2
Maintenance Alerts
Work Orders Completed
Technician Utilization
Running field crews often means juggling schedules, dispatch notes, technician time, truck inventory, and billing across different systems. Field Operations brings it all together, giving your office and technicians one place to manage the work from scheduling through completion. It is built for the way service and installation crews actually operate, whether you are managing two trucks or twenty.
Keep the office, the field, and the job connected.
Field Operations can work on its own, giving you everything you need to schedule, dispatch, track work, and invoice customers. If you also use Inventory & Purchasing or Financial Management, the systems can connect so equipment used on a job and technician hours flow through automatically.
Mobile Workforce
Keep Your Office and Field Teams Connected
Whatever a technician logs on-site shows up for dispatch and the office right away, no phone tag required.
Offline Mobile Access
Technicians keep working with no signal, and updates sync automatically the moment they're back online.
Stay Updated
Office staff see job status, technician location, and completed work as soon as it syncs.
What You Get
Everything Your Crews and Dispatchers Need
Work Order Management
Technician Scheduling
Build the day's schedule with a drag-and-drop dispatcher view that shows exactly who's available and when.
- Drag-and-Drop Scheduling
- Dispatcher View
- Technician Availability
- Schedule Management
Mobile Workforce
Complete work orders, log time, and clock in or out, all from a phone or tablet in the truck.
- Offline Mobile Access
- GPS Time Tracking
- Clock In/Out
- Real-Time Status Updates
Fleet Management
Keep every vehicle assigned, inspected, and up to date, with maintenance and registration tracked automatically.
- Vehicle Assignments
- Digital Safety Inspections
- Maintenance Tracking
- Registration & Insurance Tracking
Equipment Tracking
Pull equipment from inventory, install it on the job, and track it by serial number on the work order report.
- Pull Equipment From Inventory
- Serial Number Tracking
- Installed Equipment History
- Inventory Integration
Invoicing & Reporting
Turn a completed work order into an invoice, and pull a report with technician notes, photos, and job codes for every job.
- Work Order Invoicing
- Work Order Reports
- Technician Notes & Photos
- Job Codes
How It Works
A Simple, Guided Process
A Quick Conversation
We talk through how your crews get scheduled, dispatched, and tracked today.
01We Set Up Your Workflow
We configure work orders, scheduling, fleet, and equipment to match how your team operates.
02You Review It
Before anything goes live, you look over the setup and tell us what to adjust.
03We Go Live & Support It
Once you're up and running, we're the ones you call when something needs to change.
04Common Questions
Field Operations, Explained
Can technicians use the app without a signal?
Yes. The mobile app works offline, so technicians can keep updating work orders and logging time in areas with no signal, and everything syncs automatically once they're back online.
Can we track vehicle inspections and maintenance?
Yes. Fleet Management covers digital safety inspections, maintenance schedules, and registration and insurance tracking, so nothing lapses without anyone noticing.
Can we track equipment installed on a job?
Yes. Technicians pull equipment from inventory and install it as part of the work order, with serial numbers tracked on each item, and it all ties back into Inventory & Purchasing.
Can dispatchers see technician availability in real time?
Yes. The dispatcher view shows technician availability and job status as it updates, and jobs can be scheduled or reassigned with a simple drag and drop.
Does it work with the rest of the CTI System?
Yes. It's built on the same system as Inventory & Purchasing and Financial Management, so equipment and hours logged in the field don't need to be re-entered anywhere else.
Can we invoice directly from a work order?
Yes. A completed work order can be turned into an invoice without starting over, and every job has a report available with technician notes, photos, and job codes attached.
Can we control what each person can see and do?
Yes. Role-based permissions control what technicians, dispatchers, and office staff can access, so each person only sees what their job requires.
