Industries · Field Services
Toolbase for Field Service Businesses
One platform for scheduling, recurring visits, technicians on the road and service performance.
The challenges
What gets in the way for field service businesses
The schedule changes all day
Cancellations, overruns and urgent requests mean the plan at 7am is not the plan at noon.
Recurring work is managed by memory
Service agreements and periodic visits are missed when nobody is prompted to book them.
The office cannot see what happened on site
Paper job sheets arrive days later, incomplete.
First-time fix rate is unknown
Return visits cost money, and few businesses measure how often they happen.
Built around your industry
Toolbase speaks field services
Choosing your industry changes the terminology, fields, pipeline stages, quote structure and dashboards you see.
| Standard Toolbase | In your Toolbase |
|---|---|
| Staff member | Technician |
| Job | Service visit |
| Recurring job | Scheduled maintenance |
| Company | Site or account |
| Form | Service report |
Workflow
From first enquiry to profit, the field services way
Completing one visit can schedule the next, so recurring work never depends on someone remembering.
- Request
- Triage
- Schedule
- Dispatch
- On Site
- Service Report
- Parts Used
- Completed
- Invoice
- Next Visit
Job details captured on site
Technicians open the job on a phone, follow the checklist, add photos and record parts used. The office sees it straight away.
- Mobile job access
- Service reports and checklists
- Photos and notes
- Parts and labour recorded
Industry-specific quoting
Quote field services work the way you price it
Price service work from call-out fees, labour and parts, and quote larger repairs before they proceed.
Labour categories
- Technician
- Senior technician
- After hours
- Travel time
Parts
- Replacement parts
- Consumables
- Filters and service kits
Fees
- Call-out fee
- Service agreement
- Minimum charge
Markups
- Parts markup
- Contract pricing
- Account-specific rates
Dashboards
The numbers field service businesses watch
Jobs completed
By technician and period.
Jobs by status
Scheduled, in progress and waiting.
Return visits
Jobs needing a second visit.
Recurring visits due
Upcoming and overdue.
Time to complete
From request to completion.
Revenue by account
Work by customer.
Recommended modules
Where most field services businesses start
These are suggestions. Turn on only what you need and add modules later.
CRM
Every customer, deal and conversation in one history.
Jobs
Schedule, assign and complete work in the field.
Forms
Collect information once, straight into the right record.
Tasks
Clear ownership of every follow-up and to-do.
Customer Portal
Give customers one place to see quotes, progress and documents.
Automation
Let the platform handle the repetitive steps.
Reporting
Dashboards and reports on every part of the business.
FAQ
Toolbase for field services: common questions
Can Toolbase schedule recurring visits?
Yes. Recurring service visits can be created and tracked for each customer.
Can technicians use it without training on a full system?
Technicians see the jobs assigned to them and the forms they need, on a phone.
Can customers see their service history?
Yes, through the customer portal if you enable it.
Configure Toolbase for your business
Pick your industry, choose your modules and see your recommended setup in a few minutes.