Field Service
Dispatch technicians, run on-site work orders from mobile, capture parts and signatures, and invoice the job.
Updated April 2, 2026
Field Service manages work that happens at the customer’s site — schedule and dispatch crews, run the job from a phone, and turn completed work into an invoice.
Schedule & dispatch
- Go to XO Operations → Field → Jobs → New job.
- Set the customer, location, service, and time window.
- Dispatch to a technician based on skills and availability (links to Resource Planning).
On site (mobile)
- The technician sees the job, customer, and checklist in the XO app.
- Record parts/inventory used (draws from stock), time, and notes.
- Capture a customer signature and photos on completion.
📷 Screenshot: the mobile job card with checklist and signature capture.
Close & invoice
Completed jobs roll up parts and labor into an invoice (or a work order) with full history.
Best practices
- Dispatch by skill + proximity to cut travel time.
- Require signature + photos on completion for dispute-proof records.
- Track parts used so stock and job cost stay accurate.
Troubleshooting
- Stock not deducted. Confirm the part was added from a stock-tracked warehouse.
- Tech can’t see the job. Check assignment and app access.