Every job carries its full context
In FieldGenius, a job is never just a task. It's a connected record that carries its customer, service location, equipment, technician, notes, photos, status, estimates, invoices, and service history — all the way through.
FieldGenius brings field service job management and work orders into one connected record, carrying customer, site, equipment, technician, notes, photos, estimates, invoices, and service history from assignment through documented closeout.
Ten things a job never loses
Each of these travels with the job — so no one ever has to go looking for the rest of the story.
Customer
Who the job is for — contact, account, and relationship history.
Service location
Where the work happens — site address, access notes, and directions.
Equipment
What's being serviced — asset, model, serial, and install history.
Technician
Who's doing the work — assigned tech, skills, and availability.
Notes
What's been said — office notes, field notes, and customer requests.
Photos
What it looks like — before, during, and after photos from the field.
Status
Where the job stands — scheduled, in progress, completed, invoiced.
Estimates
What was quoted — approved estimates tied to the job.
Invoices
What was billed — invoices generated from completed work.
Service history
What came before — every prior visit, note, and charge at this site.
One unbreakable thread
From the moment a job is created to the moment it's paid, the record never splits.
Job created
The office creates the job — linked to the customer, site, and equipment from the start.
Dispatched & scheduled
The right technician is assigned, with availability, skills, capacity, and schedule conflicts taken into account.
Technician arrives ready
The tech opens the job and sees full context — history, notes, photos, and equipment.
Work documented in the field
Notes, photos, and status updates are captured as the work happens — the office sees it live.
Estimate & invoice
Approved estimates convert to invoices, with line items pulled straight from the job.
Payment & history
Payment is recorded against the job and customer, and the visit joins the service history.
The dispatcher and the technician see the same record
When a technician adds a photo in the field, the office sees it. When the office reschedules, the technician knows before they arrive. The job is the single source of truth.
See your jobs stay connected
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