field-service
Field Service — Under 100 People
What This Process Does
Field service at this size is the orchestration of dispatching technicians to customer sites for installation, repair, maintenance, or service. Applicable to service-business categories — HVAC, plumbing, electrical, IT/networking services, equipment maintenance, appliance repair, landscaping, pest control. You have 1–20 field techs + 1–3 dispatchers; tooling is Jobber, HouseCall Pro, ServiceTitan starter, or FieldEdge; mobile app on tech phone for job acceptance + completion.
The work: schedule efficiently, dispatch right tech to right job at right time, support tech on-site with parts + info + payment processing, capture work-completed for billing + customer-followup, and turn each visit into a relationship.
Start Here: ERP•AI Templates
ERP•AI's Field Service Starter template provides scheduling + dispatch, mobile app for technicians, route optimization basics, parts/inventory tracking, on-site invoicing + payment, and post-service customer follow-up. Pair with Vehicle + Equipment Management for fleet basics.