Serveiz Field Service Management connects your field technicians to billing, customer accounts, and inventory in real time β eliminating paper work orders, missed updates, and inventory shortages that cost you time and money every day.
Create, assign, and track every work order from open to close β with full integration to the customer account and billing system.
Create work orders from service requests, meter anomalies, or billing events. Pre-populate with customer account info automatically.
New connections, disconnects, reconnects, meter changes, service repairs, inspections, and custom types configured for your utility.
Field techs attach photos, meter reads, and notes directly to the work order from the mobile app β no paperwork.
Work order completion triggers billing events automatically β meter changes, deposits, and service charges post without manual entry.
Assign the right tech to the right job based on skills, location, and workload β with a live map view of every crew in the field.
See every tech's current location on a live map. Drag and drop work orders to reassign in real time.
Calendar and list views of every work order by tech, crew, or date. Spot gaps and overloads at a glance.
Suggest the most efficient order of stops for each tech's daily schedule based on location and priority.
Automatically send appointment reminders and "tech is on the way" notifications to customers.
A purpose-built mobile app for iOS and Android that works offline when signal drops and syncs automatically when it returns.
Purpose-built mobile apps optimized for field work β large touch targets, readable in sunlight, glove-friendly.
Download work orders before heading out. Complete work offline. Sync automatically when connectivity returns.
Capture photos of meters, equipment, and damage directly in the work order. Collect digital customer signatures.
Look up any customer account from the field β balance, service history, meter reads, and open orders.
Track every part, meter, and supply across your warehouse, vehicles, and field crews β in real time.
Track stock at the main warehouse, satellite yards, and individual crew vehicles as separate locations.
Receive, issue, transfer, and return parts with full audit trail. Work orders consume parts automatically.
Set minimum stock levels per location. Receive alerts and auto-generate purchase orders when stock drops below threshold.
Track consumption by part, crew, job type, and time period. Identify high-usage items and reduce waste.
Lifecycle management for every meter, pump, valve, and infrastructure asset in your system.
Every meter tracked by serial number, size, type, install date, test history, and current location.
Schedule preventive maintenance by date or usage thresholds. Receive reminders before assets go overdue.
Complete history of every inspection, repair, and replacement for every asset β accessible from the field.
View asset locations on a map with Esri ArcGIS integration. Link work orders to map features directly.
When a technician closes a work order on their phone, Serveiz automatically updates the billing system. Meter changes post new reads. Service connections trigger start-of-service billing. Disconnects post final bills and deposits.
We'll walk through work order creation, dispatch, and mobile completion with your actual job types.