Field Service Management
Field Service v72
Planning
A Admin
Import / Export
Configuration
Audit Log
Log out
Dashboard
To-Do List
Planning
Service Reports
Job Orders
Payments
Customers
Employees
Tracking
Due for Cleaning
Reports
Import / Export
Configuration
Audit Log

New Task

Job Order No.
JO-NEW
Notes / Instructions
Service Reports choose the customer's service reports to include — the estimate is their total

To-Do Item

History

Planning Status Colors

Set the color used on the planning calendar, kanban and map for each service-report status. Light colors automatically use dark text.

Service Report

FSR Number
—
Planned Schedule when this visit is scheduled — drives the Planning board
Personnel Assigned
Units Serviced
Brand Model Serial No. HP Unit Type Area Work Done Note
Other Equipment Serviced
For non-aircon items (e.g. exhaust fans, chillers, generators). Optional.
Equipment / Item Brand / Model Serial No. Work Done Note
Service Detail
Cost Breakdown
Geotag
Coordinates are pulled automatically from the selected service location\u2019s pin. To change them, edit the location\u2019s geotag in the customer record.
Attachments — Before/After Photos, Signed FSR

Click or drag & drop — JPG, PNG, PDF (max 5 MB each)

New Customer

Service Locations & Contacts
Each customer can have multiple service locations, each with its own on-site contact.
Location Name Address Contact Person Contact No. Role Barangay City Geotag

New Job Order

Job Order No.
JO-NEW
Linked Service Reports
A Job Order groups one or more Service Reports. The Estimated Cost is the total of their estimates.
FSR No.Manual No.Service DateType Estimate (₱)

New Employee

Employee No.
EMP-NEW
Enter a daily salary to see the computed hourly labor rate.

Register Payment

Payment Reference
—
Select a Job Order to see balance.
Proof of Payment

Click or drag & drop — receipt / OR photo, JPG, PNG, PDF (max 5 MB each)

Pin Service Location

—
Click the map to drop a pin, drag the pin to adjust, or type the coordinates.

Service Report Details

Set Estimated Price

Print Report

Quick Add Customer

Add User

Reset Password

Set a new password for —.

Change Password