Run a better service day
Give technicians the context to finish the job right.
Technician-facing workflows for assigned jobs, route order, status updates, closeout, proof, and field handoff.
Useful to the people doing the work
Where field service fits
Dispatch
Plan the work with the right customer, crew, and schedule context.
Technician or crew
See what was promised and leave complete proof behind.
Service manager
Catch exceptions before they become callbacks or billing delays.
See field service in Service Opus
How the work moves
A practical way to run this workflow
Give technicians the job context and closeout tools needed to finish work accurately on site.
Who uses it
- Technicians completing assigned work from the field.
- Dispatchers monitoring live job progress.
- Service managers reviewing proof of work and closeout quality.
Set it up right
- Confirm mobile users have correct permissions and assigned work visibility.
- Set required closeout fields, checklist expectations, photo rules, and signature rules.
- Keep customer notes, access instructions, and job scope current before dispatch.
Run the workflow
- Review the assigned agenda, route, customer, site, and job scope before arrival.
- Update travel, arrival, in-progress, and completion statuses as work progresses.
- Capture notes, photos, checklist results, materials, time, and customer approvals.
- Flag follow-up work or change requests from the field.
- Complete wrap-up so office staff can bill, reschedule, or escalate without rework.
Do not let this slip
- Technician status changes match actual work progress.
- Photos and checklist responses support the job outcome.
- Customer signatures or approvals are captured when required.
- Follow-up needs are converted into visible next actions.
What it hands off to
- Jobs for full work-order history.
- Checklists for quality control.
- Documents and Media for attachments.
- Time Tracking for labor accuracy.
See it with your process
Walk through field service using the way your company works today.
No generic slide deck. Bring a real handoff, problem, or operating question and see how the workflow fits.