Skip to content

Product / Field Service

Give every field worker a clear day

Schedule, assign, and monitor the work from the office. Drivers, technicians, cleaners, and other on-site staff open a mobile workspace that shows only the jobs assigned to them.

A day on the road

From scheduled job to completed handover

Keep planning in the back office and give each worker a focused mobile flow from assignment through proof and completion.

  1. / 01

    Plan the day

    The office creates, schedules, assigns, and monitors pickup, delivery, or on-site work.

  2. / 02

    Receive assigned work

    Each worker sees only the jobs assigned to them, with the schedule and instructions they need.

  3. / 03

    Work on-site

    Open directions, contact the customer, add notes, and follow the required job steps from mobile.

  4. / 04

    Finish the job

    Check the job, contact the customer, get directions, add notes, capture photo proof when required, and complete the work from mobile.

Office management

Schedule and dispatch from the console

Owners, schedulers, and dispatchers create jobs, plan the day, assign workers, and monitor progress from the console. Everyone who works in the business holds one Full seat, whatever their role.

  • See the day by time, staff, or location.

  • Focus on unassigned jobs, delayed jobs, or work for a specific team.

  • Open a job and see the key details needed to make the right dispatch decision.

  • Move or adjust jobs, then confirm updates before saving.

Assigned work

Show each worker only their jobs

The worker's mobile workspace is scoped to the signed-in person's assigned jobs, keeping the full schedule, unassigned work, and dispatch controls in the console.

  • See the pickup, delivery, or service jobs assigned for the selected day.

  • See the schedule, address, customer contact, and instructions needed to complete the work.

  • Update job status and add completion notes without opening back-office controls.

  • Open directions or contact the customer from the assigned job.

Mobile jobs

Make field work easier on mobile

Drivers and field workers can see their work for the day without calling the office. Each job card keeps the next step close, whether they need to contact the customer, find the address, add a note, or mark the job done.

  • See the jobs assigned for the selected day.

  • Call, WhatsApp, or open directions from the job card.

  • Add job notes and capture photos when the work needs a clear record.

  • Mark jobs complete from mobile once pickup, delivery, or field work is done.

Why EasyBiz Cloud

How Field Service fits service operations.

Only the assigned work

Field workers stay focused on their own jobs instead of seeing the full back-office schedule or dispatch controls.

Built for work on the move

Mobile job details, directions, customer contact, notes, and proof actions stay together.

Office and field stay aligned

Schedulers and dispatchers manage every job from the console while field workers update assigned work from mobile.

Better together

Connect this product to the next part of your workflow.

Use this product on its own, or connect it with another EasyBiz Cloud product when the next handoff needs shared customer or order context.

FAQ

Common questions about Field Service

Who needs a seat?

Everyone who works in the business holds one Full seat — the scheduler in the office and the driver on the road are on the same seat at the same rate. One seat covers every product that person uses, so someone working both Field Service and CRM still holds one.

Is a driver cheaper than an office user?

No. There is no narrow worker seat. A driver on Standard costs the same as anyone else on Standard, and the seat rate follows the account's highest tier.

Do customers get to choose booking slots?

Customer-facing slots are offered through the Online Store, and the bookings land here as jobs your team schedules and assigns.

Can I see jobs on a map?

Yes. The console carries the dispatch map, while workers see location information for their assigned jobs.

Can I assign jobs to drivers or field workers?

Yes. Jobs are assigned from the scheduler, job details, or jobs table, and the assigned worker receives them on mobile.

Can I control service areas or assignment rules?

Yes. Service areas, assignment rules, and blocking rules are managed from the console. They are not exposed in the worker's mobile workspace.

Can drivers use it on mobile?

Yes. Drivers and field workers can use the EasyBiz Cloud mobile app to view jobs and use mobile job actions.

Does it include proof of delivery?

Yes. Workers capture notes and photo proof when they complete a pickup or delivery, and both stay attached to the job. Captured signatures are not part of the workflow today.

How do we plan the day's route?

Plan the day from the calendar and dispatch map, group jobs by area or worker, set time slots, and adjust assignments as the day changes. Each worker then sees their own stops in order. Automatic route optimisation is on the roadmap — today the routing decision stays with your scheduler.

Can customers get an ETA?

Yes, once the job carries a schedule and address, the ETA and live tracking are available to share with the customer. Automatic geofenced arrival alerts are still to come, so today the update is sent by your team or from the job card.

How are seats counted?

Count each person once, not each product they use. Field Service is priced per Full seat, and Professional adds a flat monthly base for the dispatch engine rather than bundling seats.

Start with EasyBiz Cloud

Start with the workflow that needs attention now.

Try the products you need first, then add connected workflows as your business grows.