Thozo Field Service – Complete On-Site Service Management Solution

Overview

Thozo Field Service is a comprehensive field service management (FSM) solution that helps businesses plan, assign, execute, and monitor on-site service operations. It enables organizations to manage service requests, technician scheduling, customer visits, maintenance jobs, installations, inspections, repairs, worksheets, spare parts, timesheets, and invoicing from a single platform. It integrates seamlessly with Sales, Helpdesk, Planning, Inventory, Projects, Accounting, and CRM.

Note: In newer Thozo 19.2 releases, the standalone Field Service app has been merged into the Planning application while retaining its core field service capabilities. Earlier Thozo 19 releases and previous versions provide it as a separate application.

Complete Field Service Workflow

Customer Service Request
          │
          ▼
Create Service Task
          │
          ▼
Assign Technician
          │
          ▼
Schedule Visit
          │
          ▼
Travel to Customer
          │
          ▼
Perform Service
          │
          ▼
Record Time & Materials
          │
          ▼
Customer Signature
          │
          ▼
Generate Invoice
          │
          ▼
Service Reports

Key Features

🔧 Field Service Task Management

Create and manage unlimited service tasks.

Features include:

  • Service Requests
  • Installation Jobs
  • Repair Orders
  • Preventive Maintenance
  • Breakdown Services
  • Site Inspections
  • Customer Visits
  • Emergency Services
  • Warranty Services
  • Annual Maintenance Visits (AMC)

Each task includes:

  • Customer Information
  • Service Address
  • Contact Person
  • Priority
  • Assigned Technician
  • Planned Date
  • Instructions
  • Required Products
  • Attachments

👨‍🔧 Technician Management

Manage your field workforce efficiently.

Features:

  • Technician Assignment
  • Multiple Technicians
  • Skill-Based Assignment
  • Technician Availability
  • Performance Tracking
  • Daily Schedule
  • Work History

📅 Job Scheduling

Plan technician schedules easily.

Views include:

  • Calendar View
  • Gantt View
  • Kanban View
  • List View

Managers can:

  • Drag-and-drop jobs
  • Reschedule visits
  • Assign technicians
  • Avoid scheduling conflicts

🗺 Route & Map Management

Optimize technician travel.

Features:

  • Customer Location Map
  • Route Planning
  • GPS Navigation
  • Daily Itinerary
  • Google Maps Integration
  • Travel Optimization

Technicians can open their planned route directly in Google Maps.

📱 Mobile Field Service

Technicians can work directly from their mobile devices.

Capabilities include:

  • View Assigned Jobs
  • Update Job Status
  • Record Time
  • Upload Photos
  • Add Notes
  • Record Materials Used
  • Capture Customer Signature
  • Complete Worksheets

The mobile application is designed for on-site work.

⏱ Time Tracking

Track work duration accurately.

Features:

  • Start/Stop Timer
  • Manual Timesheets
  • Travel Time
  • Working Time
  • Overtime
  • Billable Hours
  • Employee Productivity

Time entries can be used for invoicing and project costing.

📋 Service Worksheets

Create digital service reports.

Worksheets may include:

  • Inspection Checklists
  • Installation Forms
  • Maintenance Reports
  • Service Reports
  • Customer Feedback
  • Safety Checklists

Technicians complete worksheets on-site.

✍ Customer Digital Signature

Collect customer approval electronically.

Customers can:

  • Review Completed Work
  • Sign Digitally
  • Confirm Service Completion
  • Approve Worksheets

Digital signatures eliminate paper forms.

📦 Spare Parts Management

Manage materials used during service.

Track:

  • Spare Parts
  • Components
  • Accessories
  • Consumables
  • Stock Availability

Inventory updates automatically after service completion.

📊 Service Status Tracking

Track each service request.

Examples:

  • New
  • Assigned
  • Scheduled
  • In Progress
  • Waiting for Parts
  • Completed
  • Cancelled

🛠 Preventive Maintenance

Schedule recurring maintenance visits.

Examples:

  • Annual Maintenance Contracts (AMC)
  • Monthly Service
  • Quarterly Inspection
  • Equipment Calibration
  • Preventive Maintenance

Reduces equipment failures and improves customer satisfaction.

🚨 Emergency Service Management

Manage urgent service requests.

Features:

  • High Priority Jobs
  • Emergency Dispatch
  • Fast Technician Assignment
  • Same-Day Service
  • Service Escalation

📄 Service History

Maintain a complete service record.

Includes:

  • Previous Visits
  • Repairs
  • Replaced Parts
  • Technician Notes
  • Customer Signatures
  • Photos
  • Worksheets

📸 Photo & Document Upload

Attach:

  • Before/After Photos
  • Equipment Images
  • Site Photos
  • PDF Documents
  • Manuals
  • Warranty Documents
  • Customer Attachments

📈 Dashboard

Monitor:

  • Open Service Jobs
  • Assigned Jobs
  • Completed Jobs
  • Pending Visits
  • Technician Workload
  • Service Revenue
  • Customer Satisfaction
  • Daily Activities

📊 Reports & Analytics

Generate reports including:

  • Technician Performance
  • Service Completion Rate
  • Time Analysis
  • Parts Usage
  • Revenue by Technician
  • Customer Service History
  • Response Time
  • Travel Time
  • Job Completion Analysis

📧 Customer Communication

Communicate directly with customers.

Features:

  • Appointment Confirmation
  • Service Reminders
  • Email Notifications
  • Job Completion Notifications
  • Customer Reports

💰 Invoicing Integration

Generate invoices directly from completed service tasks.

Invoice based on:

  • Labor Hours
  • Fixed Service Charges
  • Spare Parts Used
  • Additional Services
  • Travel Charges

Invoices can be created automatically after service completion.

🏬 Inventory Integration

Automatically:

  • Reserve Spare Parts
  • Deduct Used Materials
  • Update Warehouse Stock
  • Manage Product Availability

🛒 Sales Integration

Automatically create field service tasks from:

  • Sales Orders
  • Service Products
  • Maintenance Contracts

🎫 Helpdesk Integration

Convert support tickets into on-site service jobs.

Workflow:

Helpdesk Ticket

↓

Field Service Task

↓

Technician Visit

↓

Customer Resolution

↓

Invoice

This provides a seamless transition from customer support to field operations.

📁 Project Integration

Track:

  • Service Projects
  • Customer Projects
  • Billable Hours
  • Project Progress
  • Service Costs

👥 Customer Portal

Customers can:

  • Track Service Status
  • View Appointments
  • Download Service Reports
  • View Completed Work
  • Review Invoices

🌍 Multi-Company Support

Manage field service across:

  • Multiple Companies
  • Multiple Branches
  • Multiple Service Teams
  • Multiple Regions

🌐 Multi-Language Support

Supports:

  • Multiple Languages
  • International Service Teams
  • Global Customers

🔐 Security & User Roles

Role-based permissions for:

  • Field Technician
  • Field Service Manager
  • Dispatcher
  • Project Manager
  • Customer Support
  • Administrator

Integration with Other Thozo Apps

Thozo Field Service integrates with:

  • Sales
  • CRM
  • Helpdesk
  • Planning
  • Inventory
  • Accounting
  • Invoicing
  • Projects
  • Timesheets
  • Employees
  • Maintenance
  • Documents
  • Purchase
  • Calendar

This integration provides complete visibility from customer request to service delivery and invoicing.

Business Benefits

  • Faster service scheduling
  • Improved technician productivity
  • Paperless field operations
  • Better customer satisfaction
  • Real-time job tracking
  • Accurate billing
  • Reduced travel time
  • Better inventory control
  • Digital service reports
  • Complete service history
  • Increased first-time fix rate
  • Improved operational efficiency

Industries We Serve

  • HVAC & Air Conditioning
  • Electrical Services
  • Plumbing
  • Home Appliance Service
  • Medical Equipment Maintenance
  • Manufacturing
  • Telecommunications
  • Construction
  • Elevator Maintenance
  • Facility Management
  • Solar Installation
  • Security System Installation
  • IT Support
  • Industrial Equipment Service

Why Choose Thozo Field Service?

  • Complete field service management
  • Mobile-friendly technician app
  • Smart scheduling & dispatch
  • Digital worksheets
  • Customer signature capture
  • GPS route planning
  • Time & material tracking
  • Inventory integration
  • Helpdesk integration
  • Automatic invoicing
  • Powerful dashboards & analytics
  • Cloud & On-Premise deployment
  • Scalable for SMEs and enterprises

Deployment Options

Thozo Community Edition

Field Service is not included as an official standard application in the Community Edition. Similar functionality generally requires third-party community modules or custom development.

Thozo Enterprise Edition

Includes:

  • Field Service Management
  • Mobile Technician App
  • Digital Worksheets
  • Customer Signature Capture
  • Planning & Dispatch
  • Time Tracking
  • Map & Route Planning
  • Inventory Integration
  • Sales & Invoicing Integration
  • Advanced Dashboards
  • Enterprise Support

For Thozo 19.2 and later: Field Service functionality is integrated into the Planning application while preserving the core field service workflow.

Ideal For

  • HVAC Companies
  • Electrical Contractors
  • Plumbing Services
  • Telecom Service Providers
  • IT Support Companies
  • Solar Installation Companies
  • CCTV & Security Integrators
  • Medical Equipment Service Providers
  • Manufacturing Service Teams
  • Facility Management Companies
  • Home Appliance Service Centers
  • Industrial Maintenance Companies

Thozo Field Service Modules

  • Field Service Tasks
  • Technician Management
  • Job Scheduling
  • Calendar & Gantt Planning
  • Map & Route Planning
  • Mobile Field Service
  • Digital Worksheets
  • Customer Signature
  • Time Tracking
  • Spare Parts Management
  • Service History
  • Preventive Maintenance
  • Emergency Service Management
  • Service Reports
  • Dashboard & Analytics
  • Sales & Invoicing Integration
  • Inventory Integration
  • Helpdesk Integration

Thozo Field Service provides a complete end-to-end solution for managing on-site service operations. From customer requests and technician scheduling to mobile execution, digital reports, spare parts tracking, and automated invoicing, it helps organizations deliver faster, more efficient, and higher-quality field services while maintaining full visibility across every service operation.