Field service
Every visit.Every detail.
Schedule technicians and record checklists, parts, hours and customer signatures in each work order.
Try the demo
Installers, maintenance, technical assistance
What happened on site, written where it counts.
The job is done away from the office, so the record has to travel with the technician: the checklist that must be complete before the order closes, the parts actually fitted, the hours actually worked, the signature of whoever accepted the work. Behind them, the van that got there and the lift that was rented for the day.
Scroll through a demo job. The checklist is live: tick the required items and watch the closing gate open — that is the product’s own rule, not a decoration.
Field service / EquinoxFor the people using it
Field service
The week on a schedule, the work order that cannot be closed with a required check still open, parts and hours logged on site, the customer’s signature and the PDF report. Equinox for installers and maintenance firms, with the fleet and the rented equipment in the same books.
- Order states
- 5 + 2draft, scheduled, dispatched, in progress, completed, plus on hold and cancelled — and the server refuses a transition that skips a step.
- The closing rule
- Required checks firsta work order cannot be completed while a required checklist item is still open. Not a warning: the API answers 422 and the order stays open.
- On site
- Parts, hours, photos, signaturewhat was fitted, how long it took, what it looked like, and who accepted it — with a feedback rating and a PDF report for the customer.
- Around the job
- The van and the rentalthe vehicle with its trips and mileage, its maintenance and its expiring insurance; the equipment rented for the day, with an overlap check that refuses a double booking.
A job, start to finish
One work order, five moments, one signature.
Scroll through a demo job. The checklist is live: tick the required items and watch the closing gate open — that is the product’s own rule, not a decoration.
The week, on the schedule
Work orders are scheduled by day with a time and a duration, assigned to a team and a technician. The board shows the week; dispatching sets the date, the time and who goes.
Projects & fieldThe van, and what it carries
The trip is logged from and to, with the odometer at both ends. The vehicle carries its own maintenance plan and its insurance expiry, surfaced thirty days ahead. The telescopic lift for this job is out on a rental booking.
Projects & fieldOn site: the checklist
The order carries the checklist of its template — measurements verified, floors protected, assembly levelled, final photo. The required ones are not optional: while one is open, the order will not close.
Projects & fieldParts, hours, signature
What was fitted comes off the parts list, the hours are logged against the order, the customer signs on the screen and leaves a rating. The PDF report is generated from the same data, not retyped.
Projects & fieldClosed, and the lift comes back
With every required check done, the order completes. The rental booking is returned and invoiced through the document engine; the trip and the fuel are on the vehicle’s record.
DocumentsThe modules involved
Five modules, one van.
A day on the road is a work order, a vehicle, some parts and, often, a piece of rented equipment — and an invoice at the end of it. These are the modules field service uses in Equinox.
Projects & field
Work orders with enforced states and the closing rule, teams, checklist templates, parts, photos, signature and PDF report — plus projects and the hours behind them.
02Warehouse
The parts on the van and in the store: stock, movements, reorder thresholds.
03Documents
The invoice at the end: quotes, invoices, delivery notes, e-invoicing through the exchange system.
04Deadlines & cash
What the customer still owes and when, with the cashflow view over the open deadlines.
05People
Technicians and apprentices: contracts, clock-ins, leave balances, the org chart of the teams.
The views that matter
What the dispatcher and the technician look at.
Real captures of the application on a demo company. The schedule, the teams, the vehicles with their alerts, the rental bookings and calendar, and the work board behind the jobs.
One work order — checklist, parts, hours, signature
A work order in Equinox: customer, site, state, the checklist with its required items, parts, time logs and the signature block.
Teams — who goes out, and with whom
The Equinox service teams view: a demo team with its code, description, lead and members.
Vehicles — mileage, maintenance, expiries
The Equinox fleet vehicles view: vans and a truck of a demo company as cards with plate, fuel, mileage, driver and the expiring insurance alert.
Rentals — bookings with a real overlap check
The Equinox rental bookings list: bookings of a demo company with customer, asset, dates, total and state.
Rental calendar — what is out, and until when
The Equinox rental calendar: a month grid with the bookings of a demo company drawn on their days by state.
The board behind the site work
A work board in Equinox: columns to do, in progress, in review and done with the cards of a demo site project.
What is not here, on purpose: you cannot invoice straight from a work order — the invoice is written in the documents module; the technician report has no labour cost; there is no live timer, no GPS tracking or route optimisation, no packaged mobile app and no offline mode. The mobile view is the same application in a browser.
By trade
Six trades, one system underneath.
The same modules, arranged the way your work actually runs. Each page walks a typical day through the product, with the views that matter for that trade and the modules behind them.
Restaurants
Bookings that follow your service hours, orders taken at the table and split by station in the kitchen, the bill settled on the till of the same system, and every sale already in the VAT register. Equinox for restaurants, trattorias and bars.
02 · By tradeHospitality
Rooms on a tape chart, rate plans and a daily grid, city tax computed per stay, housekeeping that knows which room is next, and a folio that becomes an invoice at check-out. Equinox for hotels, guesthouses and B&Bs — with the restaurant downstairs in the same books.
03 · By tradeManufacturing
Bills of materials with waste per line and priced operations, production orders that consume components and receive finished goods as real stock movements, a standard cost that rolls up onto the product. Equinox for workshops and small factories, with purchasing and the warehouse in the same books.
04 · By tradeRetail & wholesale
A till that closes its session against the cash it should hold, stock that moves with every sale, price lists per customer and per quantity, reorder thresholds ordered by urgency. Equinox for shops and dealers, with purchasing and the VAT registers in the same books.
05 · By tradeStudios & agencies
Tasks on a board, hours logged as billable at their rate, expenses that pass through an approval workflow, an invoice made of the unbilled hours, reconciled against the bank when it is paid. Equinox for professional practices, studios and agencies.
06 · By tradeWorkshops & mobility
The workshop job on the vehicle that came in, trips and fuel in the fleet log, maintenance that does not slip, rental bookings that cannot overlap. Equinox for workshops, fleets and rental operators, with the invoices in the same books.
Tell us about a normal week.
Equinox
Tell us about a normal week.
How many technicians, how many jobs a day, what has to be checked before a job can be called done. We will show you Equinox on a week like yours — and be straight about what it does not do.
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