Field Service Management

TradeFlow FieldOps

TradeFlow FieldOps helps organisations manage field technicians, service requests, work orders and mobile workforce operations.

What it covers

From the first service request through to a signed-off completion record.

Service request management

Log incoming requests from customers or internal teams and track them to resolution.

Work orders

Turn a request into a scheduled job with the site, scope and parts recorded.

Technician assignment

Allocate jobs based on availability, location and skills, and reassign when plans change.

Mobile application

Technicians see their jobs, update progress and capture details from a phone or tablet.

Task management

Break a job into steps so nothing is skipped and progress is visible while work is underway.

Products used

Record parts and materials consumed on site for accurate billing and stock records.

Time entries

Capture time on the job for payroll, invoicing and future job estimates.

Site attachments

Attach photos, readings and documents to the work order as evidence of the visit.

Work completion

Close out a job with a completion record the office and customer can rely on.

What changes for the business

Paperwork stops travelling back to the office in a van. Job status is visible while the work is happening, not the next morning.

Better technician productivity
Faster service completion
Improved customer communication
Digital field reporting
Real-time work order visibility

How it looks in use

Screens from a live TradeFlow FieldOps environment: the service request record, work orders raised from it, technician assignment, and the mobile view technicians use on site.

Service request form showing request type, source, customer, asset, warranty status, priority, SLA due date and resolution fields — Service request — request type, source, customer, asset and warranty status on one side; priority, SLA due date, service status and resolution notes on the other.

Work orders listed against a service request with estimated hours, assigned technician, priority and scheduled date — Work orders raised from a request, each with estimated hours, assigned technician, priority and scheduled date.

Technician assignment screen filtering technicians by skills, employee type and territory alongside existing bookings — Technician assignment — filter by skills, employee type and territory, check existing bookings for clashes, then assign.

Mobile field app dashboard showing counts for today, overdue and in progress jobs with a filtered job list — Mobile app — today, overdue and in-progress counts, search, and jobs filtered by status with priority clearly marked.

Mobile work order detail screen with customer, status, priority, estimated dates and hours, plus a work completion checklist for tasks, products, services, attachments and time entries — Mobile work order — customer, status, priority, request type, estimated start and end dates and hours, with a completion checklist covering tasks, products, services, attachments and time entries, and buttons to complete work or put the job on hold.

Detail captured on every job

Enough structure to report on service performance without adding paperwork for the technician.

Request type, source and linked asset
Warranty status at the time of the request
Priority and SLA due date
Estimated versus actual hours per work order
Assigned technician with skills and territory
Existing bookings checked before assignment
Job status: assigned, in progress, on hold, completed, cancelled
Resolution type, resolved date and resolution notes
Estimated start and end dates visible to the technician on site
Work completion checklist: tasks, products, services, attachments, time entries
Jobs put on hold without losing the record of work done so far

Talk through your service workflow

Send us a short description of how jobs are dispatched and reported today, and we will show what FieldOps would look like for your team.

Email us TradeFlow SCM