Field service operations.
From lead to invoice.
Vision Field Services connects sales, scheduling, field execution, workforce administration and invoicing in one platform — so every job is planned, tracked and billed on accurate, real-time data.
- One flow: lead, job, invoice
- Real-time job profitability
- Mobile app for field crews
Integrated platform for Field Service Operations
Sales & Contracting Processes
Connect commercial opportunities with service contracts and operational delivery:
- Lead, opportunity and customer management
- Estimates, quotations and service offers
- Contract and SLA management
- Billing and customer invoicing
Scheduling & Dispatching Processes
Plan service activities and assign the right resources at the right time:
- Service request and work-order scheduling
- Job assignments and resource allocation
- Technician and subcontractor dispatching
- Calendar, availability and priority management
Field Execution & Project Control
Give field teams and project managers real-time control over service execution:
- Mobile job check-in and check-out
- Work hours and activity reporting
- Change orders and execution updates
- Project progress, deliverables and profitability tracking
Workforce & Administrative Processes
Coordinate employees, subcontractors and operational performance from one platform:
- Employee and subcontractor administration
- Recruitment, onboarding and training
- Absence, performance and personnel tracking
- Operational dashboards and management reportingis
Sales and Client Management
Capture leads with contact details, project information, activities, documents and photos, then qualify them into clients through a single workflow. Every client page consolidates contact data, job history, activities and documents, so the sales team always knows where each relationship stands.
Job Tracking & Costing
The job page keeps everything about a project in one place: costing, work orders, worked hours, activities, docs and photos, materials, subcontractors, parking, equipment rentals, colours and the job summary. Estimated versus actual figures for materials, hours and labour update as the job progresses, so gross profit is visible at any moment.
Job Scheduler & Dispatching
A visual scheduler brings jobs, crews and deadlines onto one colour-coded calendar. Operations can plan assignments, move work between teams and absorb change orders without losing sight of available capacity.
Field Mobile Application
Field staff clock in and out of the jobs assigned to them, project managers submit change orders and monitor work-order hours, and everyone requests paid time off directly from the mobile app. Worked hours flow straight into job costing without any re-entry.
Human Resources Administration
Manage candidates, employees and subcontractors in one module: general and contact data, job details and pay rates, vehicle information, documents, evaluations, PTO balances, and on-boarding, off-boarding and training checklists. Recruiting pipelines convert a candidate into a permanent or trial employee automatically.
Reporting & Enterprise Performance
Sales tracking, target performance and job profitability dashboards turn operational data into decisions. Out-of-the-box integrations with QuickBooks Online for accounting and with external estimating platforms keep financial data aligned without manual reconciliation.
Special features
End-to-End Job Workflow
One continuous flow from lead to client, job scheduling, field execution, invoicing and reporting — with no re-keying between sales, operations and back office.
Real Job Profitability
Materials, internal and external hours, labour burden, other costs and invoiced amounts are aggregated per job, showing estimated versus actual gross profit in both value and percentage.
Change Order Control
Project managers submit change orders from the mobile app, so additional work is captured, approved and billed instead of quietly eroding margin.
Mobile Workforce Tools
Clock in and clock out, paid time off requests and approvals, and work-order hours monitoring — all from the field, with approval workflows behind them.
Complete People Administration
Recruiting projects, candidate evaluation, employee records, training and on/off-boarding checklists, PTO tracking and subcontractor compliance documents in a single module.
Accounting Integration
Out-of-the-box integration with QuickBooks Online for invoicing, auto-reminders and payment tracking, plus integration with specialised estimating platforms for regular jobs.
Resources
Tailored demonstration
See Vision Field Services in your operation
See how proven field service processes — sales, scheduling, job costing and mobile execution — can shorten implementation time, lower delivery risk and deliver measurable results for your organization.