Field-service teams
Field service management software for small businesses
The next person visiting a property needs more than a date on a calendar. Keep the address, instructions, previous work and next steps with the job, whether it is a repair, installation or property service.
Sample Deck Renovation
Active- Contract less recorded costs
- CA$9,260.00 Excludes remaining costs and overhead
- Costs recorded so far
- CA$9,240.00 Receipts + labour
Framing is complete. Decking and railings are next.
Jordan Lee · May 21Interactive project workspace · sample data
The problem
Where the work slips.
Small gaps between the estimate and the work add up.
- Site instructions are buried in messages.
- A return visit starts without the previous visit’s notes.
- The office needs an update before it can prepare an invoice.
- Parts purchases and time records reach different people.
In Ordvero
How the work moves.
From the agreed scope to the final invoice, on one project.
- Step 1
Capture the client and site instructions
Create the job with the customer, address and field instructions. Keep private internal notes separate from information intended for the field team or client.
- Step 2
Plan a visit with the right people
Schedule an individual or a saved crew against the project. Review the calendar and adjust dates when plans change. Scheduling does not require creating a crew for every person.
- Step 3
Leave a useful record for the next visit
Capture field updates and photos, record project time and review parts receipts. A second visit can use the same project record instead of starting another disconnected conversation.
- Step 4
Bring the completed work back to the office
Review the job’s records, share appropriate client updates and prepare the invoice. Record received payments so the office can follow the balance.
Is it a fit?
Common questions
For teams doing planned service visits and multi-day work, including plumbing, HVAC, electrical, cleaning and maintenance. Ordvero is not presented as emergency dispatch, route optimization or automated equipment maintenance software.
Can field employees use a mobile app?
Ordvero has iOS and Android field apps. Assigned work, time and field records connect to the workspace, with access controlled by the employee’s role and permissions.
Is business texting available in the United States?
Business texting is available on paid plans in Canada and coming soon in the United States. Business phone numbers and client texting are not included in the free trial. Do not choose Ordvero for a US texting workflow that is not yet available.
Related
Keep the next part connected.
Start with your next job.
See how the project record fits your business, then choose a plan.