Turning a portal work order into a dispatched job
National accounts do not phone. Work arrives in ServiceChannel or CorrigoPro with a not to exceed amount attached, and the rules of the platform decide whether you get paid: check in and check out by the method that customer configured, whether that is the mobile application or the voice line, and quote a change before exceeding the limit rather than after. Miss the check in and the hours are disputed. The work order number has to ride through your own system onto the invoice, because an invoice without it is returned unread.
The technician photographs the nameplate, then types the model and serial from that photo, usually somewhere with bad light and worse signal.
A field services business is judged on the gap between a customer calling and a technician arriving with the right part. Most of the repeated office work exists to close that gap: booking, dispatching, looking up whether a unit is still under warranty, and finding out what the last technician did.
- Outlook
- ServiceTitan
- Microsoft Teams
When this is the wrong thing to build
Pick something else if your book is residential and the closest thing to a portal is a property manager who emails. Building an intake path for platforms you do not serve is work aimed at a customer you have not won, and the platforms each model a work order differently enough that the second one is a second build.
The constraint that shapes it
Licensing is issued by state and often by municipality, per trade, which means not every technician can legally perform every job in every jurisdiction. More on how this sector works.
Something arrives from anywhere. It becomes one record with one owner. Read what this shape is, or start from one of these.
- Turning portal leads into one shape a person can work
- Turning an after hours maintenance call into one work order
- Entering a new client once instead of four times
- Filing client email to the matter instead of the inbox
- Turning a tax notice into a dated response record
- Sorting rejections that need a person from ones that do not
- How do I get ServiceChannel work orders into my dispatch board?
- Why was my invoice rejected for exceeding the NTE amount?
- What happens if a technician forgets to check in through IVR?
- How do I submit a quote in CorrigoPro before exceeding the limit?
- How do commercial work order numbers get onto the invoice?
Back to field services, or see how this is priced and scoped.