The Field Service technician workflow ensures work orders are executed safely, photo proof is captured, and customer signatures are collected on-site. This bridges the gap between field work and office billing.
Step-by-Step Walkthrough
View Assigned Agenda
Open the Service Opus mobile app. Navigate to My Jobs to view your routes, priorities, client addresses, and scheduling targets.
Update Status to 'En Route'
When traveling to the job site, click Start Travel. This tracks travel coordinates and updates the dispatcher board.
Check In and Complete Safety Check
Arrive at the site and tap Check In. Complete the mandatory pre-work safety questionnaire (e.g. lock-out tag-out checklist).
Execute Job Scope & Log Work
Perform the repairs. Use the mobile app to record actual parts used from truck stock, log time spent, and type notes.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Technician Notes | Optional | Describe the repairs performed for office/billing review. |
| Inventory Used | Optional | Record stock codes and quantities used from truck inventory. |
Capture Photos and Evidence
Upload 'Before' and 'After' photos of the equipment using the mobile camera. Attach photos directly to the job card.
Obtain Customer Approval
Present the job wrap-up screen to the customer. Ask them to sign their name in the signature box, then tap Complete Job.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- GPS Check-in Requirement: Technicians must be within 1,000 feet of the job coordinates to check in, or provide a override note.
- Mandatory Signature: A signature must be captured to close out a job marked as 'Completed' unless marked as unattended.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.