Field Service Management

Field Service Management overview

What FSM covers — scheduling, dispatch, jobs, quotes, invoicing, pricebook, customers, and inbox — and how the portal and mobile app work together.

Check how many stops are due on a route for the day

The Dispatch board and the route page now show the same number of stops due for a route on a given day.

Filter the Live page by status with counts you can trust

On the Live page, the number on each status filter now matches what you see when you select it, including Late jobs.

Pick a service date and technician for unscheduled jobs

For jobs without a service date, Find Tech now lets you pick a valid date and choose from your full technician list.

Read accurate technician status on the Dispatch board

The Dispatch board no longer shows made-up status, vehicles or battery levels for technicians.

Read and schedule jobs on the dispatch board's Week view

The Week view now shows full job times, job IDs and durations, and sorts the unscheduled queue by priority so urgent work comes first.

See and manage re-entry restricted zones on the Live map

Show or hide re-entry restricted zones on the Live map, see when each site is safe to enter, and spot restricted jobs from the job page.

See technician availability correctly on the dispatch board

The dispatch board shows each technician's shift on their site's local time, so on-shift techs appear available.

See the customer on every job in Live › Jobs

Job cards and list rows on the Live Jobs view now name the customer and show each job's status only once.

See the right technician status after you reassign or delete a job

When you take technicians off a job, or delete it, their live status moves to the job they are really on.

See your full technician list when assigning a job

The Find Tech assignment form now shows all available technicians, not just the top recommendations.

Short jobs now show full details on the dispatch board

Job cards for short-duration jobs (like 30-minute visits) now display the same details as longer jobs.

Suggested job times always use the job site's time zone

Suggest a slot on New job now gives the same times in the site's time zone, wherever you are working from.

Use Live job cards with a screen reader in Spanish

When your language is set to Español, screen readers now read every part of a Live job card in Spanish, including the crew count.

View your daily schedule

How a technician views today's jobs and the upcoming week strip in the Schedule tab of the Servinix Go mobile app, including job order and ETA details.

Your unsaved dispatch settings are protected when you leave the page

Changing a dispatch setting and then navigating away now warns you before your change is lost.

Schedule a job

How a Servinix dispatcher creates and assigns a new job to a technician from the Jobs activity board in the portal, including time and skill matching.

Reassign a job

Move a scheduled Servinix job from one technician to another from the portal or the Servinix Go mobile app, including how the original tech is notified.

Manage unassigned jobs

View the Servinix unassigned job queue and assign each job to a qualified technician from the dispatch pool using skill, location, and availability filters.

Start and end a shift

How a technician starts their shift in the Servinix Go app, tracks active time, takes breaks, and ends the shift at the close of day for accurate payroll.

Cancel a service-agreement job from the web app

Admins can now cancel a job generated by a service agreement directly from the web app, not just from the technician's phone.

Change a job's status and recover a cancelled job

The job status menu now offers only the moves that will actually work, and a cancelled job can be recovered by duplicating it.

Complete a job's playbook from the office

You can now finish playbooks with location-and-time fields from the job page, and saved stock quantities stay put after a reload.

Edit a job's title

You can rename a job while it is still active, but not once it reaches payment or is closed.

Edit a job's title any time before it's paid

You can now edit a job's title right up until it reaches Payment Pending, and your change shows immediately.

Find a job by its estimate number

Search the Jobs list using the estimate number the job was created from.

Go straight back to the Jobs list after saving a job edit

After you save changes to a job, one press of your browser's Back button returns you to the Jobs list instead of reopening the edit form.

Job lifecycle

The job status stages a Servinix work order moves through—from Assigned to Closed—what each stage means, and how transitions trigger time and billing events.

Open job details when the customer record has been deleted

Jobs open normally from Live even if the customer on the job was deleted later — no "customer not found" message appears over the page.

See playbook totals and qualified technicians when creating a job on a phone or tablet

The job form now shows playbook totals, required credentials and how many technicians qualify on phone and tablet screens as well as desktop.

Sort, search and save your view on the Jobs list

Sort the Jobs list by any column, see how many jobs match outside the current dates, and keep your filters when you reload the page.

Status counts on the Jobs list match the jobs you see

The number next to each status in the Jobs list Status filter now matches how many jobs appear when you pick that status, including Done and Cancelled.

The job date field now uses your account's date format

When you create a job, the date field follows the date format set for your account.

Understand when a job shows as Open or Dispatched

Job status now reflects whether a technician and an appointment time/date are both assigned.

Accept and travel to a job

How a Servinix technician accepts a dispatched job, starts in-app navigation, and marks I'm Here when arriving on site to begin the work order.

Complete job tasks

Work through a Servinix job's task checklist, add notes, capture photos, and run custom task forms to finish the work order from the mobile app.

Add a task to a job

Create a new task inside an active job from the Servinix Go mobile app so technicians can capture extra work, parts used, or follow-up items in the field.

Capture customer signature

Collect a customer's on-screen signature at Servinix job close from the mobile app and attach it to the work order and final invoice as proof of service.

Log time entries

View and edit Servinix time entries for a job—including travel, working, and break segments—so payroll and job costing reflect actual technician hours.

Step away from a job (break/pause)

Record a break or pause mid-job in the Servinix Go app and resume without losing time-tracking context so payroll and labor cost stay accurate.

Approve a sent estimate from the list or the estimate detail page

Any team member with the right permissions can now approve an estimate from either the Estimates list or the estimate detail page.

Approve an estimate from your customer portal

Agree to the terms and approve an estimate directly from the portal.

Approve or decline an estimate from your emailed link

Open the estimate link you were sent to review the real quoted amounts and either approve or decline them.

Browser Back now returns you to the Estimates page from a Service Agreement

Using your browser's Back button from a Service Agreement's details now takes you back to the Estimates page as expected.

Change or remove the deposit on a project

Update a project's deposit amount, or clear it completely if the customer no longer needs to pay one.

Choose an estimate type when creating a new estimate

Creating an estimate now prompts you to pick Single, Project, or Service Agreement before you continue.

Collections shows only your real overdue invoices

The Collections tab no longer displays placeholder overdue accounts that don't exist on your account.

Create an estimate for a customer directly from the Inbox

When you create an estimate from the Inbox, the customer is now filled in automatically.

Deposit status on a project now updates automatically

The deposit badge on a project now correctly shows Pending, Collected, or Consumed as it's applied.

Download an estimate PDF from the emailed link

The "Download PDF" link in estimate emails now opens the estimate PDF correctly for your customers.

Download an invoice PDF after payment

The "Download PDF" option on a paid invoice and its receipt email now serves the PDF reliably.

Estimate pipeline overview

The Servinix Estimates pipeline view—health dashboard, at-risk revenue, follow-up queue, and estimate status stages—so sales activity stays visible.

Estimate reminder emails now show every option

When you remind a customer about an estimate with several options, the reminder email lists every option and its price, with the recommended one marked.

Estimate totals now match between the approval page and the stored/emailed estimate

The total a customer sees and approves now always matches the total that's saved and emailed, even with a discount applied.

Expired estimates no longer show Send or Approve actions

Once an estimate has expired, its action buttons are removed from both the estimates list and the estimate detail page.

Export invoice status as a readable label

The invoice CSV export now writes the status name (Draft, Sent, Paid) instead of a number.

Invoice dates now match the PDF your customer receives

Invoice Issued and Due dates display the correct calendar date regardless of your timezone.

Invoice tax now matches each line item's own rate

Each line on an invoice is now taxed at its own rate instead of a single fixed percentage, so invoices match their estimates.

Leave a saved project or service agreement without a false warning

After you save a project or service agreement, pressing Back no longer warns that you have unsaved changes.

Project event timestamps now include the time

Dates shown on a Project's timeline (invoice issued, deposit received, etc.) now include the time they occurred.

See a confirmation when you add a line item to an estimate

Adding a line item to an estimate now shows a green success message so you know it was saved.

See a paid receipt when a customer opens a payment link

When an invoice is fully paid, its payment link opens a "Paid in full" receipt instead of a payment screen.

See how estimates with options appear in your customer portal

When an estimate has several options, your customer's portal estimate list now shows the price range until they pick one.

See the amount due at a glance on a Project

The Project detail page now shows an Amount due card summarizing the outstanding balance.

See unbilled draft invoices on the Invoice dashboard

The Invoice dashboard no longer claims every account is paid up when completed-job drafts are waiting to be sent.

Sending a card pay link from a draft invoice now sends the invoice

When you take a card payment on a draft invoice, the invoice is now marked Sent first, so the link your customer gets opens the invoice with a Pay button.

Sending an estimate or agreement now uses the customer's email by default

The send dialog now pre-fills the customer's email address instead of the site contact's.

Start a new estimate, project or service agreement from the Estimates page

Use + Add on the Estimates page to start a single estimate, a project or a service agreement, even if the list itself is having trouble loading.

Start any estimate type from an empty list, and view-only access on Estimates

The empty Estimates list's + Add menu now shows every estimate type, and users with view-only access no longer see editing actions.

Understand the labor rate warning on an invoice

The invoice Labor section now tells you truthfully when a technician has no rate and the labor is unbilled.

Use the keyboard to choose an estimate type

The + Add menu on Estimates now works with the arrow keys, so keyboard users can pick Single estimate, Project or Service agreement.

What you see when the estimates list can't load

If the estimates list can't load, you now see one plain message with a Try again button.

Your company name on estimate and portal documents

Estimate documents your customers view no longer show a placeholder name.

Your tax ID now appears on customer invoices and estimates

Customer documents now include your saved business tax identifier in the legal footer and render in the standard document fonts.

Create an estimate

Start a new estimate in Servinix, add line items from the pricebook, apply a discount, and prepare the quote for review before sending to the customer.

Estimate templates

Create and use Servinix estimate templates to speed up quoting for common job types with preset line items, terms, and pricing for each service.

Send an estimate to a customer

Send a drafted Servinix estimate to a customer by email or SMS, including how to preview the quote and track when the customer opens or approves it.

Manage the pricebook

Create categories, add items—services, parts, labor, materials—and set item types in the Servinix pricebook so estimates and invoices price work consistently.

Configure pricing tiers

Set up tiered pricing in Servinix that auto-populates estimate line items based on customer segment or service type so quoting stays fast and consistent.

View and manage invoices

Find a Servinix invoice, view line items, check payment status, and create new invoices from the portal Payments page to keep AR running smoothly.

Send a payment link

Create and send a Stripe payment link in Servinix for an invoice or outstanding balance so customers can pay by card without calling the office.

Record a cash or check payment

Post an offline cash or cheque payment against a Servinix invoice from the portal or mobile app so the customer's balance reflects what they paid in person.

Collect payment with Tap to Pay

Use Tap to Pay on a Servinix mobile device to collect a card payment on-site at job close without extra hardware, so technicians can close out invoices.

Add customers in Spanish

When your language is set to Español, every part of the Add customer forms now appears in Spanish.

Address pill text corrected on the Promote to Customer screen

The site and contact address pill now reads 'Copy from customer' instead of the incorrect 'Copies to billing'.

Customers now see the address and arrival window on each job in their portal

On the customer portal, each job's page now shows where the visit takes place and, for upcoming visits, the full time window.

Email is optional when promoting a lead to a customer

You can now save a new customer from a lead without entering an email address.

Search and view customers

Find a customer record in Servinix by name, email, or phone, and view their general info, service sites, jobs, invoices, and conversation history.

Show your company's logo and name on the customer tracking page

Customers who open a tracking link now see your business branding at the top of the page instead of a generic heading.

Sites label cleaned up when promoting a lead to a customer

The 'optional' label next to the Sites section has been removed from the Promote to Customer screen.

Verify with a PIN to open your customer portal

Enter the last four digits of your phone number to open the portal from an event link.

Add a customer

Create a new customer record in Servinix from the portal, including contact details, primary site, billing info, and custom fields for service history.

Manage customer sites

Add, edit, and view the service sites attached to a customer record in Servinix, including site addresses, access notes, and primary contacts.

Contact a customer from the app

Call, SMS, or email a customer directly from a job card or the customer detail screen in Servinix, including how outbound activity is logged.

Check the technician and ETA on the tracking page from a phone

Customers opening a tracking link on a phone can see the assigned technician and the estimated arrival time in the panel below the map.

Find Tech chat now loads correctly

The chat that opens when you use Find Tech on a job now loads without an error.

Inbox overview

What the Servinix Inbox is — a unified workspace for SMS and phone conversations with customers — and how conversations arrive there.

Phone numbers page now names Servinix

Help text on the phone numbers page now reads Servinix instead of an old product name.

Read Inbox requests fully in Spanish

With Spanish chosen as your language, the Inbox request detail now shows its labels, tags and dates in Spanish.

The Service complete email shows "Paid" when the customer has already paid

If a customer pays their invoice before the visit is finished, the Service complete email now shows the visit as paid, with no balance due.

What your customer sees in the booking confirmation email

Understand the booking confirmation email your customer receives, including the tracking and calendar links and the visit details it now includes.

Manage conversations in the Inbox

View, filter (All, Unread, Assigned to Me, Closed), and respond to customer conversations by SMS or phone from the Servinix omnichannel Inbox.

Send an estimate from the Inbox

Send a draft estimate to a customer directly from an active conversation thread in the Servinix Inbox using the Send estimate action.

Schedule a job from the Inbox

Open the Schedule visit flow from an Inbox conversation to book a job for a customer without leaving the chat thread or re-entering contact details.

Add Price Book items to an estimate from the mobile app

Price Book items you pick are held as selections and only added to the estimate when you tap Done.

Cancelled jobs no longer trigger arrivals in Servinix Go

If a job is cancelled or reassigned while Servinix Go is in the background, the app no longer marks you as arrived at that job's site.

Get job notifications on the mobile app

Technicians now receive push notifications on their phone and can tap them to open the referenced job or estimate.

Improved tab readability at large text sizes on the home screen

The floating buttons on the technician home screen no longer cover the Upcoming and Completed tabs at the largest accessibility font size.

Open a scheduled job's work flow from the job page

Tapping Open in work flow on a scheduled job now opens the job's work flow instead of returning you to the home screen.

See accurate break time on the Pause screen

The Pause screen shows the break time recorded for the job, matching the job details.

See when your time-off request is not approved in Servinix Go

If the office turns down a time-off request, Servinix Go now shows the day as Not approved, along with the office's note.

See your jobs under the correct day

Jobs now appear on the calendar day they're scheduled for, based on the appointment's time zone.

Tech mobile app overview

A tour of the Servinix Go app for field technicians—tabs, navigation, and the key screens you'll use every day for jobs, schedule, and customers.

Tell your iPhones apart when choosing your phone in Servinix Go

When you sign in to Servinix Go, each phone in the list now shows the date it was added, so two iPhones on one account no longer look the same.

Turn on notifications in the technician app

Enable notification permission so job and schedule alerts come through, and clear the "Blocked – Tap to Open Settings" message.

Understand location permissions in the technician app

The technician app now explains why it needs background location before asking for the permission.

Use a larger system font in the technician app

The technician landing screen now stays readable when you increase your device's system font size.

What works offline in the mobile app

See exactly which technician app actions still work without a signal, and which now tell you up front that they need one.

Withdraw a time off request from the mobile app

Technicians can now withdraw their own pending time off requests directly from the mobile app.

Grant location and motion permissions

Why Servinix needs background location and motion permissions and how to approve them on iOS and Android so trip tracking and dispatch ETAs work correctly.

Enable push notifications

Turn on push notifications in the Servinix Go app so technicians get alerts for dispatch changes, payment events, and messages from the office in real time.

Offline mode and sync

How the Servinix Go app queues requests when offline and syncs automatically when connectivity is restored so technicians never lose field data.

Switch between light and dark mode

Toggle the Servinix Go app's color theme between light and dark from the Me tab so technicians get a readable display in any lighting condition.

Add, edit, or retire an asset type

Manage the asset types your business tracks from your account settings.

Collect a rating on a service playbook form

Add a rating field to a form so your technicians can capture it in the mobile app.

Configure shifts

How admins create and manage shift schedules from Settings → Shifts. Covers adding a shift, naming conventions, and the Export action.

Find items below their reorder point in Inventory reorder

The Alerts view lists exactly the items that are below their reorder point right now, and you can only pick locations that exist when you set a point.

Find the skills and equipment types you added most recently

The Skills & Certifications and Equipment you service lists now have an Added column, so the newest entries can appear at the top.

Make sure paid invoices show as paid in QuickBooks

Payments you recorded before or during a QuickBooks disconnection now sync to QuickBooks, and Sync Now tells you what it did.

Manage skills and certifications

Add, edit and deactivate skills — a deactivated skill can no longer be assigned to technicians.

Preview chemical doses and label limits in the playbook builder

The playbook builder's preview now warns when a chemical dose is above or below its label limit, and keeps a pinned chemical's dose settings locked.

Retry payments that QuickBooks rejected

Send failed payments to QuickBooks again from Accounting settings, one at a time or all together with Sync All.

Review and apply an available pack update

Use the pack upgrade review panel to see what a new pack version changes before you apply it.

Review and verify technician credentials on the Compliance page

See which licences and certifications are expiring, verify or reject the ones people submit, and understand who in your team can see what.

See everything that will be hidden before you turn off a trade

When you turn off a trade, the confirmation now also counts the pricebook categories you added for that trade.

See where a playbook came from, in Spanish

With Spanish chosen as your language, the Playbooks page now shows in Spanish which trade a playbook came from.

Set a reorder point for an inventory item

Choose the stock level that triggers a reorder alert, for all locations or a specific one.

Set up a shift that ends at midnight

Shifts that finish at 12:00 AM now save correctly, and changing your organization's default shift asks you to confirm first.

Configure teams

Create teams in Servinix, assign team members, and enable team-based dispatching from the Settings → Teams page to streamline how work is allocated.

Configure skills and certifications

Define skills and proficiency levels for technicians in Servinix from Settings → Skills & Certifications, used for skill-based job assignment in Dispatch.

Configure Inbox settings

Configure the Servinix omnichannel Inbox from Settings → Inbox, including Channels, Triage Rules, Templates, and Auto-Responder configuration sections.

Configure phone numbers

How to connect your Twilio account and manage SMS-enabled phone numbers from Settings → Phone Numbers. Covers the Your Phone Numbers and Text Messaging tabs.

Configure the Customer Portal

Control what customers see in the Servinix self-service portal from Settings, including feature toggles, branding, and SMS milestone notifications.

Configure integrations

Connect external platforms from Settings → Integrations: Email, Facebook Messenger, Google Business, QuickBooks and Xero accounting, and upcoming channels.

Configure resource and device types

Manage tenant-level resource type registries—Vehicles, Trailers, custom types—and device types like Cameras, DataLoggers, and Air Tags in Servinix Settings.

Configure groups

How to create and manage resource groups from Settings → Groups. Groups organize vehicles and resources for easier management and reporting.

Task templates overview

What task templates are in Servinix—reusable checklists for consistent field execution—and how they attach to jobs so technicians follow the same steps.

Create a task template

Add a new task template in Servinix, build its checklist of steps, attach forms, and set it as active from the Task Templates screen in Settings.

View team attendance

See who is present, on leave, or working a half day for a given day in the Servinix Attendance view, and switch between the daily and weekly layouts.

Mark attendance for a team member

Mark a team member's attendance status (present, leave, half day) from the Attendance daily view in Servinix and adjust prior days when needed.

Reports hub overview (Reports v2)

The Servinix cross-cutting reports hub—report categories, live versus coming-soon reports, and how to pin your favorites for quick access from the sidebar.

Run a financial report

Open and use Servinix financial reports—Revenue Trend, AR Aging, and Job Profitability—from the Reports hub, including filtering and CSV export options.

Run an operations report

Use Servinix operations reports—Open Jobs, Crew Utilization, and Response Time—from the Reports hub to track day-to-day field service performance.

Run a technician scorecard

View per-technician productivity, jobs completed, and estimate win-rate scorecards from the Servinix Reports hub to coach field crews and reward top performers.

Customize job status labels

Change the display labels for Servinix job lifecycle stages—such as renaming Assigned or In Progress—from Settings → System without breaking automation.

Configure job trigger rules

Set geofence or manual triggers for automatic job-start and job-end transitions in Servinix from the Settings → System job trigger rules page.

Contact forms on older landing pages send requests again

Visitors can send requests again through the contact form on a landing page saved before late June 2026.

Find any customer, technician or item in pickers on large accounts

Pickers and lists now search your full account, so records are no longer missing once you have more than 100 of something.

Fix a website generation that couldn't start

If Servinix can't start building your website, the Website page now names the detail that needs fixing instead of showing steps that never ran.

Job not appearing in schedule

Steps to take when a scheduled job doesn't show up in the technician's Schedule tab on the Servinix Go app, including assignment, date, and sync checks.

Know whether a downloaded compliance filing is final or a draft

After you export a compliance filing, the status line now says correctly whether the file is the final, ready-to-file form or a draft.

Notifications no longer overlap or get cut off

When two notifications appear at once they now stack cleanly and stay fully on screen.

QuickBooks didn't connect: what the connection messages mean

If a QuickBooks connection doesn't go through, Servinix now tells you so instead of showing a success message.

Technicians see a clear no-access message on Compliance reports

When a technician opens Compliance reports, the page now just says they don't have access, without a red "Request Failed" error pop-up.

Understand messages from the Compliance export

The Compliance export now tells you exactly why an export failed, or that you don't have access, so you know what to do next.

Invoice not sending

What to check when sending a Servinix invoice by email or SMS fails, including customer contact info, integration status, and message body validation.

Offline sync stuck or not completing

Diagnose and clear a stalled offline queue in the Servinix Go mobile app, including how to force a sync, inspect pending changes, and avoid data loss.

Time entries showing incorrect durations

Identify and correct time entry errors in Servinix caused by missed break or shift events, including how to edit travel, working, and break segments.

"Dispatch access required" error

What to do when the Servinix Dispatch view shows a permission error, including which role setting controls Dispatch access and how an admin grants it.