πŸ”§ Field Service & Inventory

Your Field Crews.
Fully Connected.

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.

35%
Reduction in Time Per Work Order
Zero
Paper Work Orders
Real-Time
Billing Updates from Field
98%
Parts Availability Rate
Field Operations Features

Everything Your Field Team Needs

Work Order Management

Create, assign, and track every work order from open to close β€” with full integration to the customer account and billing system.

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Work Order Creation

Create work orders from service requests, meter anomalies, or billing events. Pre-populate with customer account info automatically.

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Work Order Types

New connections, disconnects, reconnects, meter changes, service repairs, inspections, and custom types configured for your utility.

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Photos & Documentation

Field techs attach photos, meter reads, and notes directly to the work order from the mobile app β€” no paperwork.

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Billing Integration

Work order completion triggers billing events automatically β€” meter changes, deposits, and service charges post without manual entry.

Today's Work Orders
WO-4821 β€” New Connection
142 Oak Lane Β· Sarah Johnson
In Progress
Tech: Carlos M. Β· ETA: 10:30am
WO-4822 β€” Meter Change
87 Pine Rd Β· Robert Chen
Scheduled
Tech: Maria L. Β· 2:00pm–4:00pm
WO-4820 β€” Leak Repair
321 Elm St Β· Linda Park
Completed
Closed 8:45am Β· Billing updated

Dispatch & Scheduling

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.

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Live Dispatch Map

See every tech's current location on a live map. Drag and drop work orders to reassign in real time.

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Schedule Board

Calendar and list views of every work order by tech, crew, or date. Spot gaps and overloads at a glance.

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Optimized Routing

Suggest the most efficient order of stops for each tech's daily schedule based on location and priority.

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Customer Notifications

Automatically send appointment reminders and "tech is on the way" notifications to customers.

Dispatch Overview Β· Today
Carlos Martinez
3 assigned Β· 1 complete
On Route
Maria Lopez
4 assigned Β· 2 complete
At Site
James Wilson
2 assigned Β· 0 complete
At Base
18
Open Today
11
Completed
3
Overdue

Mobile Field App

A purpose-built mobile app for iOS and Android that works offline when signal drops and syncs automatically when it returns.

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Native iOS & Android

Purpose-built mobile apps optimized for field work β€” large touch targets, readable in sunlight, glove-friendly.

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Offline Mode

Download work orders before heading out. Complete work offline. Sync automatically when connectivity returns.

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Photo & Signature Capture

Capture photos of meters, equipment, and damage directly in the work order. Collect digital customer signatures.

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Account Lookup

Look up any customer account from the field β€” balance, service history, meter reads, and open orders.

Serveiz Field App
WO-4821 Β· New Connection
142 Oak Lane
Sarah Johnson Β· WTR-100142
Meter SN: 7824-A Β· 5/8" Β· ITRON
Prior Read: 0 CCF Β· New Install
πŸ“Έ Add Photo
✍️ Signature
Mark Complete

Parts & Inventory Management

Track every part, meter, and supply across your warehouse, vehicles, and field crews β€” in real time.

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Multi-Location Inventory

Track stock at the main warehouse, satellite yards, and individual crew vehicles as separate locations.

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Inventory Transactions

Receive, issue, transfer, and return parts with full audit trail. Work orders consume parts automatically.

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Reorder Alerts

Set minimum stock levels per location. Receive alerts and auto-generate purchase orders when stock drops below threshold.

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Usage Reports

Track consumption by part, crew, job type, and time period. Identify high-usage items and reduce waste.

Inventory Status
5/8" Meters (ITRON)
142 units
Meter Boxes (Plastic)
87 units
Copper Fittings 3/4"
8 units ⚠ Low
Gate Valves 1"
34 units
Ball Valves 2"
3 units ⚠ Low
πŸ”” 2 items below reorder level β€” PO auto-created

Asset & Meter Tracking

Lifecycle management for every meter, pump, valve, and infrastructure asset in your system.

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Meter Registry

Every meter tracked by serial number, size, type, install date, test history, and current location.

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Maintenance Scheduling

Schedule preventive maintenance by date or usage thresholds. Receive reminders before assets go overdue.

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Service History

Complete history of every inspection, repair, and replacement for every asset β€” accessible from the field.

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GIS Asset Map

View asset locations on a map with Esri ArcGIS integration. Link work orders to map features directly.

Asset Registry Β· Meters
18,342
Total Meters
97.8%
AMI Enabled
124
Due for Test
18
Overdue
Avg meter age: 6.4 years Β· Replacement target: 15 years
Closed-Loop Integration

Field to Billing in Real Time β€” No Manual Entry.

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.

  • New meter install β†’ meter serial and read auto-posted to CIS
  • Service connection β†’ billing start date set automatically
  • Disconnect β†’ final bill generated and deposit applied
  • Parts used β†’ inventory decremented and work order cost captured
  • Customer signature β†’ service agreement attached to account
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WO-4821 Completed
Tech Carlos M. closed at 10:42am
⚑ Triggered automatically:
βœ… Billing Updated
New meter SN posted. Service start: today.
βœ… Inventory Updated
3 parts consumed deducted from truck stock.
βœ… Customer Notified
SMS sent: "Your water service is now active."
βœ… Portal Updated
WO status updated. Photo attached to account.
See it in action

Take a Field Service Demo

We'll walk through work order creation, dispatch, and mobile completion with your actual job types.