Field service agencies: businesses that send people to do the work
A field service agency earns its revenue away from its own premises. Every job involves a customer site, a technician, a scheduled time and something that has to be recorded before anyone leaves. Adeptike.com is built for these businesses, and we have documented how the problems differ across the trades below.
- Scheduling and dispatch across a technician team
- Job records, site evidence and customer history
- Field documentation completed on a phone
- Reporting on completion, response and revenue
What every field service agency has in common
The trades differ, but the operational failure points repeat with remarkable consistency.
Scheduling drift
The plan is set on Monday and is out of date by Tuesday, and nobody corrects it.
Status by phone call
The only way to know whether a job is done is to interrupt the person doing it.
Records that do not survive
What was found and fitted is in a message thread or a notebook, and it cannot be searched.
No customer memory
The next visit starts from zero regardless of how many previous visits there were.
No operational visibility
Completion rates, response times and revenue per technician are assembled by hand.
Follow-up never happens
Servicing, warranty and upgrade work is mentioned verbally and then forgotten.
The trades we work with
Each page explains the specific problems of that trade and how FieldPro addresses them. The detail differs considerably.
Solar Installers
Site surveys, installations, monitoring and after-sales servicing for solar companies.
ExploreCCTV & Security Installers
Camera, access control and alarm work, including fault response and maintenance contracts.
ExploreInternet Installers
Fixed and mobile network installations, coverage surveys and fault calls.
ExploreCommercial Electricians
Contract electrical work, testing, certification and periodic inspection.
ExploreHVAC Installers
Air conditioning and HVAC installation, servicing and fault repair.
ExplorePlumbing Agencies
Emergency call-outs, installations, leak repair and repeat-fault diagnosis.
ExplorePest Control Agencies
Scheduled treatment contracts, inspections and evidence-based reporting.
ExploreRoofing Companies
Surveys, installations, leak repair and weather-dependent scheduling.
ExploreElevator Installers
Installation, statutory maintenance and callout response per unit.
ExploreHome Automation Companies
Smart home installation, configuration, aftercare and expansion.
ExploreSignage Companies
Signage surveys, fabrication, installation and multi-site maintenance.
ExploreConstruction Companies
Fit-out, snagging, remedial and maintenance work tracked to completion.
ExploreCommercial Kitchen Installers
Kitchen installations, servicing and emergency repairs around trading hours.
ExploreFieldPro is the product behind all thirteen
FieldPro handles scheduling, dispatch, job records, field forms, photographic evidence, customer history, parts, invoicing and reporting. The trade-specific configuration is what changes, not the underlying platform.
- One dispatch board showing every job and technician
- Structured field forms per trade, completed on a phone
- Customer and equipment history per site
- Invoicing raised from recorded work
- Reporting on completion, response and revenue
How the work moves through the system
Whatever the trade, the shape of the process is the same. Only the records differ.
Enquiry
A call, message or referral is logged with the customer, the site and the problem.
Assessment
Where required, a site visit determines the scope and is recorded in a structured form.
Scheduling
Work is assigned by skill, availability and location against a live schedule.
Execution
The technician completes the job and records findings, parts, photos and a signature on site.
Invoicing
The invoice is raised from the recorded work rather than from memory.
Follow-up
Servicing, warranty and upgrade work is scheduled from the completed job.
Questions from field service agencies
We are a small agency. Is this overkill?
Which trade does the product fit best?
Can we start with one trade and expand?
Do you support businesses outside Nairobi?
Tell us about your agency
Tell us the trade, the number of technicians and where the day tends to go wrong. We will show you how FieldPro would be configured for you, and be honest where it does not fit.
Related pages
FieldPro
The field service management platform.
ExploreField Service Management
The process discipline explained.
ExploreLeads & Workflow
For agencies losing enquiries before the job exists.
ExploreReal Estate
Another industry we serve.
ExploreE-commerce
Another industry we serve.
ExploreAutomotive
Another industry we serve.
Explore