Schedule, dispatch and prove every visit
Jobs, recurring contract visits, technician schedules, checklists and signed service reports. Planned in the office, done in the Orbit mobile app, and invoiced from the same record.
What you can do with Field service
Jobs for one-off work and contracts
Every job records the client, the service location, the products and the value, and whether it is a one-off visit or part of a contract.
A schedule the whole office can read
Timeline, day, month and per-person calendar views, with confirmed and unconfirmed visits kept apart and a printable day sheet.
Contracts with customer signature
Draft contract documents from templates, send them for e-signature, and see which contracts are expiring before revenue quietly lapses.
Service reports customers sign
A step-by-step report with checklists, photos and voice notes, signed by the technician and the customer on the phone, or by the customer later through a link. Reports can also be uploaded in bulk.
Materials and technicians
Issue materials to jobs, split them across technicians and record returns. Technicians get a role that shows them their own work and little else.
The service dashboard
Visits yet to confirm, unassigned, confirmed, in progress and completed, with completion rate, jobs by type and technician utilisation.
The field team works from the Orbit app
Connected to the rest of Orbit
- Quotations & salesAccepted quotations become jobs with their products attached.Explore Quotations & sales
- Invoicing & paymentsInvoice a completed job, or instalments of a contract, in one step.Explore Invoicing & payments
- Mobile appTechnicians run the visit from the mobile app, online or offline.Explore Mobile app
Good to know
What this part of Orbit does not do today, so there are no surprises later.
- Orbit does not track technicians’ live location or optimise routes. A location can be captured on a form when a technician chooses to.
Field service: common questions
Something else? Ask us directly.
Does Orbit handle recurring contract visits?
Yes. Jobs can be contract jobs with recurring schedules, and contract reports show which agreements are about to expire.
Can the customer sign the service report on site?
Yes. The customer can sign on the technician’s phone in the Orbit app, or later through a secure link. The signed report is kept on the job.
Does the technician app work without internet?
Yes. The mobile app keeps a local copy of the technician’s work and queues changes until the phone is back online.
Can we see live GPS locations of technicians?
No. Orbit does not do live location tracking or route optimisation.
Plan next week’s visits in Orbit
Share how you schedule today and we will rebuild one week of it in the demo.