Field Service

Intake, estimates, scheduled visits, AI dispatch, and signed service reports for field service teams.

The Field Service module is built for teams that send people on site: MSPs, trades, HVAC, electrical, plumbing, equipment service, and AEC. Capture customer requests, quote work, schedule one or many visits per job, dispatch with AI assistance, capture a customer signature, and generate a service report from one workspace.

How field service flows through Workestra

Customer reaches out
  -> Request triage
  -> Estimate, or direct work order
  -> Work order
  -> One or more appointments
  -> Technician works on site
  -> Service report
  -> Customer signs in the portal

A request is what the customer asked for. An estimate is what you propose to charge. A work order is the committed job. Appointments are the scheduled visits; one work order can have many. The service report is the post-visit document the customer signs.

If the customer is already booked, skip estimates and convert a request straight to a work order. If they are already a contract customer, work orders can be created from the contract schedule.

What you can do today

Capability	Page
Take in customer requests	Requests
Send priced estimates with optional upsell lines	Estimates
Track work orders and lines	Work Orders
Schedule one or many visits per work order	Appointments
Dispatch with AI assistance	Dispatch
Generate signed service-report PDFs	Service Reports
Manage technicians, skills, certifications, home areas, and truck locations	Technicians
Define geographic service areas	Service Areas
Manage recurring service contracts	Service Contracts
Give customers portal access to work orders, estimates, and sign-off	Customer Portal
Configure dispatch scoring, service-skill mapping, and numbering defaults	Settings

Enabling the module

Go to Settings -> Modules.
Find the Field Service card and toggle it On.
Field Service appears in your sidebar.

Field Service connects natively with Stock for parts inventory, CRM for customers and companies, Assets for serviced assets, Scheduling for technician availability, and Skills for the workspace-wide skills taxonomy. You can enable Field Service standalone; the other modules unlock additional capabilities but are not required.

Page	URL	Purpose
Dispatcher board	`/fsm`	Live appointment kanban by status
Dispatch	`/fsm/dispatch`	AI dispatch suggestions for unassigned visits
Requests	`/fsm/requests`	Triage queue for incoming customer inquiries
Estimates	`/fsm/estimates`	Priced proposals awaiting customer approval
Work orders	`/fsm/work-orders`	All committed jobs
Appointments	`/fsm/appointments`	Every scheduled visit across all work orders
Service contracts	`/fsm/service-contracts`	Recurring service agreements
Technicians	`/fsm/technicians`	Field-team profiles and skills
Service areas	`/fsm/service-areas`	Geographic zones
Settings	`/fsm/settings`	Intake defaults, numbering prefixes, dispatch scoring, and service-type skill mapping

What is still coming

These features are not available yet:

Dispatch calendar, map, timeline, live technician GPS, route planning, and drag-and-drop reassignment.
Deeper settings for SLA defaults, webhook subscriptions, notifications, and finance automation.
Auto-invoice on completion through the Finance bridge.
Crews as first-class multi-technician assignments.
Equipment, truck-asset tracking, trips, and mileage.
RRULE-based maintenance plans with custom cadences.
Outbound notifications for estimate-sent email, signed-report delivery email, and SLA breach alerts through Slack or Teams.
Full LLM constraint solving. Current dispatch is deterministic scoring.

Quick start

Enable Field Service in Settings -> Modules.
Add at least one technician at /fsm/technicians.
Add at least one service area at /fsm/service-areas, even if it is only "All territories".
Configure dispatch weights and service-type skills in Settings.
Create your first request or work order.