Field service & maintenance

Dispatch technicians, account for every bolt

From customer request to dispatch, van stock, on-site sign-off and invoice — every step reconciles with inventory and the books.

  • Right technician, right time
  • Van stock matches the ledger
  • Job done means invoice ready
Dispatch technicians, account for every bolt

Before and after

What changes on XBuddy

Today

  • Dispatch over phone and chat apps
  • Nobody knows which van holds what
  • Paper sign-offs, photos sent later
  • Invoices weeks late
  • Preventive maintenance forgotten

With XBuddy

  • Drag-and-drop board by skill and area
  • Every van is a warehouse with a ledger
  • Technicians capture photos and signatures in-app
  • Closed jobs are ready to invoice
  • Maintenance plans generate work orders

The flow

5 steps, one continuous record

  1. 1

    Take the request

    Customer ticket linked to service contract and SLA.

    Service management →
    Take the request — Service management
  2. 2

    Create & dispatch

    Jobs from templates with planned parts, hours and skills.

    Field service →
    Create & dispatch — Field service
  3. 3

    Pick materials

    Requisitions from the plan, in batches, with returns.

    Inventory →
    Pick materials — Inventory
  4. 4

    Work on site

    Checklists, photos and customer signature against the asset.

    Asset management →
    Work on site — Asset management
  5. 5

    Get paid

    Labor and parts become an invoice, posted automatically.

    Finance →
    Get paid — Finance

FAQ

Frequently asked

Does it work for maintaining our own equipment?

Yes. Internal asset work orders run the same flow, costed to a cost center.

Do technicians need constant connectivity?

The mobile app records offline and syncs when back online.

Can we manage recurring maintenance contracts?

Yes, service contracts carry maintenance schedules and hour packages.

See this flow on your own data

A thirty-minute demo focused on the process you are actually stuck on.