How It Works: Step-by-Step Process
FieldServicely keeps your plumbing business running smoothly with a simple, step-by-step approach. From handling calls to sending invoices, each step helps you keep things efficient and professional while building a solid client history. Here’s how it all comes together:
Step 1: Receive Service Call → Create Job Ticket
When a new call comes in, start a job ticket in FieldServicely and capture all the key details. This way, every request, whether routine or urgent, stays organized right from the start.
Step 2: Complete Work → Automatic Time Tracking
FieldServicely’s automatic time tracking captures every minute you spend on the job, so you don’t have to worry about logging hours. From quick fixes to longer projects, every minute is accounted for.
Step 3: Add Materials & Notes → Generate Invoice
Once the job’s done, add any materials used and notes about the work. With a click, generate a detailed, professional invoice showing labor, materials, and service details for clear, easy billing.
Step 4: Send Invoice to Customer → Prompt Payment Collection
Email the invoice to your customer right after the job wraps up. With FieldServicely, clients can review and pay their bills while it’s fresh, making payment faster and simpler.
Step 5: Store Records → Build Customer History for Future Jobs
Each job record stays securely stored, creating a full history for every client. Whether it’s a recurring issue or a future service call, you’ll have all the info needed to deliver personalized, efficient service.