Field Service & Home Services app
Book jobs, dispatch technicians, track parts, invoice and run AMC contracts for your service business, right beside your WhatsApp chats.
Install it from the marketplace inside Scratchboard, then change anything to fit how you work.
Built for
- AC and appliance repair services
- Plumbing and electrical contractors
- Pest control companies
- Cleaning services
- Solar installation and maintenance crews
- Modules
- 9
- Automations
- 25
- One-click actions
- 23
- Reports
- 12
- WhatsApp templates
- 15
Sound familiar?
The everyday problems the Field Service & Home Services app takes off your plate.
Bookings and double-booked technicians
Jobs come in on WhatsApp and phone calls. Two jobs land in the same technician's slot, and customers are left waiting.
Customers keep asking where the technician is
Nobody tells the customer who is coming or when, so the office spends the day answering the same question.
AMC visits and renewals are forgotten
Covered visits are not scheduled on time, contracts expire without a renewal call, and cash collected in the field is hard to reconcile.
How it works
From the first message to a finished job, step by step.
- 1
Book
Create the job from the WhatsApp conversation with the customer, service, issue, date and slot. Warranty and repeat jobs are detected from the customer's history.
- 2
Dispatch
Assign a technician on the dispatch calendar. A second job in the same slot is refused. The customer gets a booking confirmation and the technician is alerted.
- 3
On the way
The technician marks the job on the way and the customer is told. If a job has not started on time, the team lead and technician are alerted.
- 4
Do the work
Record the visit with before and after photos, add parts from stock and capture the customer's signature on the job card.
- 5
Invoice and collect
Send the invoice and collect by cash, UPI, card or a Stripe link. Payment reminders follow, then a feedback request after the job.
What's inside
The records the app sets up for you, already linked together, with forms, lists, boards and dashboards.
Customers
Name, phone, address, area and map link, with a warning for possible duplicates. Each customer is linked to a CRM contact by phone.
Jobs
Each job from New through Scheduled, Assigned, On the way and In progress to Completed and Invoiced, with priority, slot and payment status.
Visits
Each visit to a job, with before and after photos and the customer's signature.
Technicians
Your field team, with skills, area, daily capacity, rating and cash in hand. Each can have their own login.
Services
What you offer, with prices and warranty days.
Parts and parts used
Stock levels with reorder points. Parts used on a job come out of stock and returns put them back.
AMC contracts
Annual maintenance contracts with covered visits, visits left, start and end dates and renewal status.
Invoices
Invoices with tax, part payments, payment method and receipts.
Runs itself
Automations that are switched on when you install the app.
- A second job in the same technician slot is flagged as a clash
- Customer told on WhatsApp when the job is confirmed, a technician is assigned and the technician is on the way
- Team lead and technician alerted when a job has not started on time
- Each technician gets a daily job sheet at 7:00 with the number of jobs and the first one
- Parts taken from stock when used, never below zero, with low-stock alerts
- Warranty and repeat jobs detected from the customer's history; labour is waived on warranty jobs after team-lead approval
- AMC visit due within 7 days: a job is created and the customer is asked for a day
- AMC renewal reminders 30 and 7 days before the contract ends, and contracts expire on their end date
- Payment reminders 1 and 3 days after the invoice is sent; unpaid invoices past due are marked Overdue
- Feedback request after the job, a review link for happy customers and a team-lead alert for unhappy ones
From the chat
What your team does without leaving the conversation.
- Book a job with the service, issue, date and slot
- Schedule, reschedule or assign a technician
- Sell or renew an AMC and schedule its visits
- Send the invoice or create a Stripe payment link
- Mark paid and record cash handed over by technicians
Inside the 24-hour window, messages go out automatically. Outside it, the app uses approved WhatsApp templates, or asks your team to send the message by hand.
Documents, reports and roles
Ready on day one, and yours to change.
Generated from the record and sent on WhatsApp in one click.
- Job card
- AMC contract
- Invoice
- Payment receipt
For owners and managers, with a ready dashboard.
- Jobs by stage and area
- Technician utilisation
- Technician rating
- First-time fix and warranty rate
- Revenue by service
- AMC renewals
- Outstanding invoices
- Cash in hand by technician
- Parts and low stock
- Parts consumption
- Cancellations by reason
- Field service overview dashboard
Everyone sees only what their job needs.
- Field Service ManagerEvery customer, job, technician, part, AMC contract and invoice, plus prices, costs, reports and settings.
- Field Service Team LeadDispatcher: every job and the dispatch calendar, technicians, parts and stock, warranty approvals, cash hand-over and alerts.
- Field Service StaffInbox agents: any customer who messages. Book, schedule, assign, invoice and take payments, and manage AMC contracts. No costs, cash hand-over or deletes.
- Field Service TechnicianOnly their own jobs, visits, parts used and invoices. Start, add parts, capture the signature, complete and collect cash. No customers list, contracts or costs.
Questions
Common questions about the Field Service & Home Services app.
Do I need WhatsApp to use the Field Service & Home Services app?
No. The app works in Scratchboard on its own. Connect a WhatsApp number through the Libromi Team Inbox to work from the chat sidebar and send booking confirmations, on-the-way updates and invoices automatically.
How are WhatsApp messages sent outside the 24-hour window?
The app comes with 15 WhatsApp message templates. They are submitted for Meta approval when your workspace is linked to the Team Inbox. Until a template is approved, a "Send by hand" task is created for the office.
Can technicians log in?
Yes. Technicians can have their own login with the Technician role. They see only their own jobs, and can add parts, capture the signature, complete the job and record cash collected.
How does it handle cash collected in the field?
Technicians record cash against the invoice. The team lead records the hand-over, and the cash in hand by technician report shows what is still outstanding.
Can customers pay online?
Yes. If you connect Stripe, the app creates a payment link for the invoice. You can also record cash, UPI, card or bank transfer payments, including part payments.
Can I change the services, slots or messages?
Yes. Everything the app installs can be edited with the visual builders or by asking the AI Builder, for example to add a service or change when AMC reminders go out.
Works well with
Other apps businesses like yours install alongside it.
Ready to try the Field Service & Home Services app?
Start a 7-day free trial and install the Field Service & Home Services app, or book a demo and we'll walk you through it.