Manage field service jobs, scheduling and dispatch

Field Services is available in Private Beta on the Infinity3 Platform. It gathers requests, estimates, jobs, visits, scheduling, dispatch, invoicing and payments into a single workflow, with web and mobile tools plus route optimisation and a branded booking page.

Why it matters

Run your whole on-site business in one place, from the first customer request to the paid invoice. Office staff, dispatchers and technicians see the same live picture of the day, which reduces missed jobs and double bookings.

• Smarter scheduling and route optimisation cuts drive time and fits visits around staff hours, service areas and travel time.
• Customers can request work or book online 24/7 via a branded booking page, an AI receptionist or Google organic booking.
• Keep customers and staff informed automatically with email, SMS and WhatsApp notifications, and collect payments from invoices created in a job.
• Mobile app gives technicians access to jobs, checklists, timers and notes while on site, synchronised with the web.

How to use it

Field Services is in Private Beta. If you are enrolled you will see Field Services with a Beta tag in the left navigation in the Infinity3 Platform.

• Start on the welcome page for a quick setup checklist, or go to Field Services > Services & staff to define your services, staff and service areas.
• Open Field Services > Settings to choose booking behaviour, set up payments and enable the notifications you want.
• Create a Request or a Job, open it and select Schedule visit to find available times and assign staff.
• Use Field Services > Schedule to view visits as a list, calendar or map, and Route optimisation to propose efficient routes for each technician.
• Have technicians sign in to the mobile app with the same login to run visits from the field, use checklists, start timers and update statuses.
• Register interest in the Private Beta by completing the sign-up form shown in the product.

Features in this beta include requests and estimates, multi-visit jobs, smart availability, multiple technician assignment, service area controls, CSV import for services, invoicing from jobs, reusable checklists, timesheets and custom notifications.