The Service Job Management workflow enables teams to streamline service operations from initial request through job completion and invoicing. Service requests can be submitted internally or externally through a public-facing form, creating and tracking jobs in a centralized board.
Once a request is created, users can convert it into a project, dispatch work using the scheduling system, and track field execution through mobile-enabled work order forms. Field teams can log labor, materials, and equipment usage directly from the job site, with all data syncing back to the board in real time.
As jobs progress, statuses update automatically based on form inputs, ensuring visibility across all active service work. Once completed, invoices can be generated directly from the workflow, moving jobs through to closure.
Automations Included
- Auto-create service requests from external form submissions
- Auto-create project when card moves to "Create Project"
- Auto-schedule jobs through the Dispatch Form
- Auto-trigger Work Order Form on clock-in
- Auto-update board status based on the "Job Complete?" response
- Auto-move card to "Invoice Sent" upon invoice submission
- Auto-map board card details into linked forms (Dispatch, Work Order, Invoice)
Common Use Cases
- Manage incoming service requests from customers or tenants
- Dispatch field teams and track job progress in real time
- Capture job details and generate invoices directly from completed work
Optional Customization Notes
- Add project types to separate service work from construction work
- Customize work order fields based on trade or service type
- Modify invoice fields and layout to match company billing processes