Service: Field Service Management

All under Service → Settings:

• Service Types — the categories your jobs and opportunities are tagged with (e.g. "Repair," "Installation"). Only active ones show up when creating a job or opportunity.
• Job Charge Types — categories used for invoice and estimate line items.
• Service Settings — a single settings form covering:
  • Reminder lead time and arrival-window length (for scheduling communications)
  • Whether to auto-generate an invoice the moment a job is marked complete
  • Default terms and estimate expiry (in days)
  • Whether the customer self-service portal and contact form are enabled
• Numbering — a read-only view of your job/invoice number sequences.

Crew and technicians are set up from the Schedule page, not Settings: toggle which business members are technicians there. A user who isn't set up as a technician sees a friendly message on My Day telling them an owner/admin needs to add them first. There's no separate service-area/zone concept in this module today.

1. Opportunity — capture a lead (new or existing customer), assign a service type, and write up the scope of work.
2. Estimate — build a quote with charge lines and send it to the customer (they get a link to approve or decline it themselves, or your staff can record the decision internally).
3. Job — approving an estimate creates the job automatically, with a generated job number. Re-approving an already-approved estimate won't create a duplicate job.
4. Invoice — generate an invoice from a completed job (or let it auto-generate, if you turned that setting on). Send it, record payments, mark paid/void, and reorder line items. If Finance is licensed, an e-invoice/e-way-bill panel appears here too.

Working a job

The job detail page is the busiest screen in the module. From here you can: mark it scheduled, start it, put it on hold and resume, complete it, cancel it, reopen it, duplicate it, or convert it back to an opportunity (only before it's invoiced). You can also clock time in and out, log expenses and notes, attach files, capture a customer signature, message the customer in-app, and grant "customer center" self-service access.

Completing a job asks for an outcome from a fixed list: completed successfully, completed with a recommendation, additional work required, parts required later, customer declined additional work, warranty revisit required, or unresolved. Choosing "warranty revisit required" automatically creates a follow-up job linked back to the original — both jobs show a link to each other.

Scheduling and dispatch

• Schedule — a day/week dispatch calendar per technician. Create, reschedule, reassign, cancel, or delete events, and print work orders. If Inventory is licensed, a low-stock banner appears here so dispatchers see supply problems before they send a crew out.
• My Day — the technician's own mobile agenda for today: mark "on the way," "arrived," or "done" on each event, and clock in/out.

This runs automatically and is entirely optional — if Inventory isn't licensed, jobs just work as plain charges with no material tracking:

• Scheduling a job reserves the parts it needs from your first active warehouse. Anything that can't be reserved shows up as a shortfall you can resolve (wait for restock, substitute an item, reschedule, or source it manually) and retry later.
• Completing a job consumes the reserved parts — unless a technician has already filed an explicit actual-usage report (actual used / returned / wasted), in which case that report is what moves stock, correctly accounting for any prior partial reports.
• Cancelling a job releases any reservation back to available stock.

• CRM: a Service opportunity can originate from a CRM opportunity, and the resulting job links back to it — useful for seeing the full lifecycle from first contact to a completed on-site visit.
• Inventory: parts reservation/consumption, described above.
• Finance: invoices show e-invoice/e-way-bill status when relevant, and every issued invoice posts to the ledger automatically.

Service is meant to sit downstream of CRM and alongside Inventory and Finance, but every one of those integrations is optional — the module works completely standalone if you only license Service.