Streamlining Field Service Management: A Complete Guide to Field Complete's Workflow

Field service management can be complex, but with Field Complete's intuitive platform, businesses can easily track jobs from creation to completion. This article outlines the seven essential steps in Field Complete's workflow that help service businesses operate more efficiently.

The workflow begins with job creation. Field Complete makes this process straightforward with its user-friendly interface. Simply navigate to the left pane and select "Create New Job." Here, you'll enter critical information including:

The platform automatically organizes this information, creating a centralized record that serves as the foundation for your work order management. A job can be created via the mobile app in the same manner.

Once the job is created, the next step is defining the scope. This crucial phase allows you to:

By clearly defining expectations upfront, Field Complete helps prevent miscommunications and ensures your team has all necessary information before arriving on site. Most importantly, each member of the workflow has access to all relevant information, allowing them to focus directly on customer satisfaction.

With the job scope established, it's time to assign the work. Field Complete offers multiple assignment options:

The assignment process includes automatic notifications, ensuring your field staff receives real-time updates about new responsibilities directly on their mobile devices.

As technicians complete their work, Field Complete's mobile app enables them to document their progress in real-time. Your field staff can:

This documentation creates a comprehensive record of completed services, providing accountability and transparency for both your team and clients.

Once services are completed, Field Complete streamlines the billing process. The platform automatically converts job information into professional invoices including:

These invoices can be customized with your company branding and sent directly to customers via email, reducing administrative work and accelerating the payment cycle.

Field Complete offers versatile payment collection methods to accommodate client preferences:

The platform securely handles transactions while maintaining detailed payment records, helping you manage cash flow effectively.

The workflow concludes once all job requirements are fulfilled and payment is received. The platform allows you to:

Field Complete maintains all project data for future reference, building a valuable database of customer history and service records.

This seven-step workflow delivers significant advantages:

By digitizing and streamlining these processes, Field Complete helps service businesses increase productivity while delivering superior customer experiences.

Whether you manage a small team of technicians or coordinate multiple contractors across various locations, Field Complete's workflow solution adapts to your business needs, helping you work smarter rather than harder.