Field Service Suite

Work orders, dispatch, estimates, invoicing, and job costing for field service operations.

MangoApps

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Overview

Enterprise field service management with customer accounts, multi-site tracking, work order lifecycle, real-time dispatch, Good/Better/Best estimates, invoicing with payment collection (business connects own Stripe account), and recurring service agreements. Optional modules: Pricebook Pro (service catalog, margin analysis), Fleet Pro (vehicles, maintenance), Customer Portal (self-service, online booking, ETA), GPS & Routing (live tracking, route optimization), Accounting Sync (QuickBooks, Xero). Offline/native mobile via MangoOps app. Integrates with AssetPro, Lead Management, Procurement, Scheduling, and Training.

Workplace Ops

Highlights

Run the full work order lifecycle — schedule, dispatch a technician, capture photos and a signature on site, then invoice — with enforced status transitions.

Build Good/Better/Best estimates, let customers pick an option and e-sign on a shareable proposal page, and convert the winner into a work order.

Invoice completed jobs, record card/ACH/cash/check payments, and auto-capture online card payments through your own Stripe account.

Give customers a magic-link portal to view work orders, estimates, and invoices and to request new service.

Ask AI to plan the day's dispatch, rank technicians for a job, surface cost and risk insights, and draft estimates from your pricebook.

Extend with optional modules — Pricebook Pro, Fleet Pro, Customer Portal, GPS & Routing, and Accounting Sync (QuickBooks/Xero).

Capabilities

Work Orders & Job Management

Full work order lifecycle with enforced transitions (draft → scheduled → dispatched → in progress → completed → invoiced)
Five work types — service, repair, install, maintenance, inspection — across four priority levels
Overdue detection on the scheduled end date for open jobs
Line items for labor, parts, and materials with auto-calculated totals
Photo/video attachments and on-site customer signature capture per job
Profit-margin calculation per job (actual revenue vs. line-item cost)

Dispatch, Routing & GPS

One-click technician assignment from the dispatch board
Dispatch status tracking: assigned → accepted → en route → on site → completed
Per-assignment ETA / estimated-arrival tracking
Daily route plans per technician with stop management and optimization (GPS & Routing module)
Live technician location map from mobile, vehicle, or manual GPS pings (GPS & Routing module)

Estimates, Invoicing & Payments

Good/Better/Best multi-option estimates with per-option line items
Shareable proposal page where customers pick an option and approve with an e-signature
Convert an approved estimate into a work order in one step
Generate invoices directly from completed work orders
Invoice lifecycle with partial payments, running balance, per-line taxable flag, and tax rate
Record payments by card, debit, ACH, cash, check, or financing
Auto-record online card payments through your own connected Stripe account

Customers, Portal & Service Agreements

Customer accounts with multiple service sites and full service history
Customer portal with magic-link authentication
Portal self-service: view work orders, estimates, invoices, and agreements
Portal service requests — customers submit new work orders
Recurring service agreements with monthly/quarterly/semi-annual/annual billing cadence, contract dates, and next-billing tracking

Pricebook Pro & Fleet Pro

Versioned pricebook (draft / active / archived) with one-click activation and duplication
Catalog items — services, parts, materials, labor, bundles — in hierarchical categories
Per-item margin analysis (unit price vs. cost)
Pricebook CSV import and export
Fleet vehicle inventory with checkout / check-in capturing odometer and fuel level
Preventive maintenance scheduling by date or odometer, plus pass/fail inspection checklists (pre-trip, post-trip, safety, DOT)

AI Field Service Agent

Natural-language Ask AI agent for work orders, customers, estimates, invoices, and pricebook
AI dispatch recommendations ranking technicians by workload and job-type experience
AI work-order insights: cost benchmarks, duration, and risk flags
AI pricing suggestions matched from your active pricebook
Agent write actions with confirmation — create work orders/estimates, assign, and invoice
Per-business admin toggle to enable or disable AI features

Integrations, Mobile & Notifications

Accounting sync of invoices and payments to QuickBooks or Xero, with per-record sync history (Accounting Sync module)
Remote video help on a work order (Live Assist integration)
Mobile-optimized web views for work orders, estimates, invoices, fleet, and agreements
In-app and email notifications for assignments, dispatch, status changes, estimates, invoices, and payments

Limits & Specs

Optional modules: Pricebook Pro, Fleet Pro, Customer Portal, GPS & Routing, Accounting Sync
Online payments: Stripe (business connects its own account; payments auto-recorded via webhook)
Accounting sync targets: QuickBooks, Xero (via Merge.dev)
Work order / invoice numbers: Configurable prefix + 5-digit sequence (e.g. WO-00001, INV-00001)
Customer portal login: Magic-link token, 24-hour validity
Pricing: License required (per-tenant opt-in)

Screenshots

Dispatch board — schedule technicians, drag work orders, and see real-time status

Work orders — assignments, parts, time tracking, and customer signature

Estimates — line items, taxes, and customer approval workflow

Use cases

HVAC service calls

Create a work order, assign the best-fit technician from the dispatch board, and have the tech capture time, parts, photos, and a customer signature on site before it's invoiced.

Plumbing estimates and approval

Build a Good/Better/Best estimate, send a proposal link, let the customer select an option and e-sign, then convert the approved option into a work order.

Fleet vehicle maintenance

Track company vehicles with Fleet Pro — check vehicles in and out with odometer and fuel readings, schedule maintenance by mileage or date, and log inspection checklists.

Pricebook-driven quoting

Maintain a versioned service catalog with per-item margins, and let the AI agent suggest priced line items from your active pricebook.

Customer self-service

Enable the Customer Portal so customers view their work orders, estimates, and invoices and submit new service requests without calling in.

Back-office accounting

Sync invoices and payments to QuickBooks or Xero through the Accounting Sync module so finance doesn't re-key field revenue.

Resources

Field Service Suite Datasheet (PDF)

Datasheet

Features, capabilities, pricing model, and FAQ on one downloadable sheet — share it with your team.

FAQ

It requires a license and is opt-in per tenant — an administrator enables it for your business from the Apps Marketplace, and it stays disabled until then. The optional modules (Pricebook Pro, Fleet Pro, Customer Portal, GPS & Routing, Accounting Sync) are toggled on per business in the app's Settings.

Pricebook Pro (versioned service catalog with margin analysis), Fleet Pro (vehicles, maintenance, inspections), Customer Portal (magic-link self-service), GPS & Routing (live technician map and route plans), and Accounting Sync (QuickBooks/Xero). Each is a separate toggle in Settings, so you turn on only what you use.

You can record payments manually in any method — card, debit, ACH, cash, check, or financing — against an invoice. If you enable Online Payments, you connect your own Stripe account, and card payments made through Stripe are auto-recorded on the matching invoice with the balance updated automatically.

Yes. Field Service Suite has mobile-optimized web views for work orders, estimates, invoices, fleet, and service agreements, and fleet inspections can be completed on a phone. Photo/video attachments and the customer signature are captured on the work-order page. Note there is no offline mode — the mobile views require a connection.

Yes. With the Accounting Sync module and a connected accounting integration (via Merge.dev), you can push invoices and payments to QuickBooks or Xero. Each sync is tracked with a per-record status and history so you can see what synced and retry failures.

Service agreements track billing frequency (monthly, quarterly, semi-annual, or annual), contract start/end dates, the next billing date, and a list of scheduled visits. Today, the work orders and invoices for those visits are created manually — the agreement is the tracking record, not an automated generator.

The Ask AI field service agent can search and summarize work orders, customers, estimates, invoices, and pricebook items; recommend which technician to dispatch (ranked by workload and job-type experience); surface work-order cost, duration, and risk insights; suggest pricing from your active pricebook; and take write actions with confirmation, such as creating work orders and estimates, assigning technicians, and generating invoices. An administrator can disable AI features per business.

AI Front Office is the customer-facing front desk: an AI receptionist that handles inbound chat, SMS, and voice, qualifies the request, and books the appointment. Field Service Suite is the operations system that runs the job once it's booked — work orders, dispatch, estimates, invoicing, and agreements. When a booking is approved in AI Front Office it hands the work off to Field Service Suite as a work order, and Field Service Suite reports lifecycle outcomes (dispatched, completed, invoiced, paid) back for attribution.