Field Service Suite

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

MangoApps

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

Manage the full work order lifecycle from creation and dispatch through completion and invoicing.

Generate Good/Better/Best estimates and convert accepted estimates into work orders automatically.

Create and send invoices with integrated payment collection via your own Stripe account.

Track customer accounts with multi-site support, service history, and equipment records.

Set up recurring service agreements with automatic work order generation on schedule.

Extend with optional modules: Pricebook Pro, Fleet Pro, Customer Portal, GPS & Routing, and Accounting Sync.

Capabilities

Work Orders

Full work order lifecycle (draft → scheduled → dispatched → completed → invoiced)
Work types: service, repair, install, maintenance, inspection
Priority levels: low, medium, high, urgent
Scheduled start/end with overdue detection
Work order items — labor, parts, materials with auto-calculated totals
Photo attachments and customer signature capture on work order
Work order notes (internal comments)
Customizable WO number prefix (e.g. WO-, SVC-)
Convert accepted estimate directly into work order
Bulk work order search across WO number, title, and customer name

Dispatch & Routing

Assign technician to work order with one click
Dispatch status tracking: assigned → accepted → en_route → on_site → completed
AI dispatch recommendations (rank technicians by fit)
ETA tracking per dispatch assignment
Daily route plans per technician with stop management
Route optimization (ordered stops via GPS & Routing module)
Live technician GPS location tracking (GPS & Routing module)
Real-time technician location — automatic background sync GPS module required; off by default

Technician Mobile

View assigned work orders on MangoOps mobile app
Update work order status from mobile
Log time, parts, and materials on mobile
Capture photos and customer signature on mobile
Offline support with auto-sync on reconnect
Voice-to-text for work order notes

Estimates

Good/Better/Best multi-option estimates
Send estimates to customers with share link
Customer e-signature on estimate acceptance
Auto-convert approved estimate into work order
Estimate lifecycle: draft → sent → viewed → approved/declined/expired
AI pricing suggestions from pricebook (Pricebook Pro module)

Invoicing & Payments

Generate invoices from completed work orders
Invoice lifecycle: draft → sent → viewed → partially paid → paid
Tax rate per invoice with per-line taxable flag
Stripe payment collection via business's own Stripe account
Partial payment tracking with outstanding balance
Invoice share link for customer self-service payment
Accounting sync to QuickBooks / Xero (Accounting Sync module)
Customizable invoice number prefix

Customer Management

Customer accounts with multi-site support
Service history per customer and per site
Customer portal with magic-link authentication
Portal: view work orders, estimates, invoices, pay online
Appointment ETA sharing through customer portal
Customer self-service booking (Customer Portal module)

Service Agreements & Pricebook

Recurring service agreements with scheduled work order auto-generation
Billing frequencies: monthly, quarterly, semi-annual, annual
Pricebook Pro — service catalog with parts, labor, materials, bundles
Margin analysis per pricebook item (unit price vs. cost)
Pricebook versions for managing price changes over time
Fleet Pro — vehicle inventory, checkout/check-in, mileage tracking
Vehicle maintenance scheduling by date and odometer

Notifications & Integrations

In-app notifications: assignment, dispatch, status change, completion
In-app notifications: estimate sent, invoice sent, payment received
Email notifications for all major workflow events
Integrates with Asset Pro (equipment tracking)
Integrates with Lead Management (sales pipeline)
Integrates with Scheduling (technician availability)
Integrates with Training (certification tracking)
Integrates with Procurement (parts ordering)
Native two-way SMS notifications to customers Not yet implemented

AI Features

AI dispatch recommendations (rank technicians for a work order)
AI work order insights and cost analysis
AI pricing suggestions from pricebook
Natural-language field service agent (Ask AI)
Admin toggle to disable all AI features

Limits & Specs

Optional modules: Pricebook Pro, Fleet Pro, Customer Portal, GPS & Routing, Accounting Sync
Payment processor: Stripe (business connects own account)
Accounting sync targets: QuickBooks, Xero (Accounting Sync module)
Mobile platform: iOS & Android via MangoOps app (offline supported)
Work order number format: Configurable prefix + 5-digit sequence (default: WO-00001)
Pricing: Included with MangoApps Workforce

Use cases

HVAC service calls

Dispatchers create work orders, assign the nearest qualified technician, and the tech captures time, parts, and photos on site.

Preventive maintenance contracts

Set up recurring agreements that auto-generate work orders monthly so no scheduled service visit is missed.

Plumbing estimates and invoicing

Technicians create Good/Better/Best estimates on site, get customer approval, and convert the accepted option into an invoice.

Fleet vehicle maintenance

Track company vehicles with Fleet Pro, schedule maintenance based on mileage or date, and log repair history per vehicle.

Customer self-service booking

Enable the Customer Portal module so customers can request service, view appointment ETAs, and pay invoices online.

Job costing analysis

Compare estimated vs. actual labor, parts, and travel costs per work order to identify margin improvement opportunities.

FAQ

Pricebook Pro (service catalog and margin analysis), Fleet Pro (vehicle management), Customer Portal (self-service), GPS & Routing (live tracking), and Accounting Sync (QuickBooks/Xero).

Each business connects its own Stripe account. Invoices include a payment link where customers pay by card, and payment status syncs automatically.

Yes. Technicians use the MangoOps mobile app to view assignments, update status, capture photos, log time, and collect signatures offline.

Field Service Suite integrates with Asset Pro (equipment), Lead Management (sales pipeline), Procurement (parts ordering), Scheduling (tech availability), and Training (certifications).