Features

Work Order Management Software for Field Service Teams

From service request to paid invoice, every job in one place

From service request to paid invoice, every job in one place

Turn every service request into a work order, send it to the right technician and let them close it out from their phone with notes, photos and the customer's signature. Completed work orders become invoices, so nothing gets lost between the field and the office.

Trusted by 100,000+ contractors. Rated 4.7 on Google and 4.2 on Capterra.

What Is Work Order Management?

Work order management is the process of creating, assigning, tracking, and completing service jobs from the moment a request comes in to the moment the work is documented and invoiced. It gives every person on your team - office staff, dispatchers, and field technicians - a single source of truth for every job.

For field service businesses, effective work order management is the difference between a team that runs on calls and sticky notes and one that runs on real data.

How It Works

From Service Request to Closed Invoice

One system. Every step.

1

Request comes in

Customer call or online request. Field Promax creates a work order automatically - no manual entry needed.

2

Assign the job

Dispatcher assigns to the right technician from the dispatch board. Tech gets a push notification instantly.

3

Tech gets all details

Technician views job info, checklist, customer history, and any notes on their mobile app.

4

Work is documented

Tech logs labor hours, adds photos, and captures customer signature on completion - from their phone.

5

Invoice generated

Completed work order converts to invoice. For QuickBooks Online users, it generates in QB automatically.

6

Customer paid

Invoice is sent to the customer. Payments tracked in Field Promax and synced to QuickBooks with no double entry.

Customizable

Customizable Work Order Templates

Generic work orders often fail to capture industry-specific or company-specific details.

Our work order management system offers customizable work order templates, allowing you to tailor forms to your exact business needs.

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Customizable Work Order Templates
Automated Recurring Work Orders
Recurring Work Orders

Automated Recurring Work Orders

Manually creating repeat jobs for regular clients is tedious and prone to errors.

Field Promax’s work order management system automatically generates work orders for recurring tasks, saving time and ensuring consistent service delivery.

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Work Order Features

Powerful tools to streamline your operations

Our comprehensive work order management system includes these powerful tools:

01

Multi-Platform Work Order Creation

Our work order software allows you to create and manage work orders from both desktop and mobile devices, enhancing your work order management process.

02

Unassigned Work Order Management

Our work order software allows you to create and manage unassigned work orders, facilitating efficient dispatching based on availability and location.

03

Service Request

Our work order software integrates with your website, automatically converting customer requests into work orders in the system.

04

Quality Assurance Checklists

Incorporate customizable checklists into your work orders to guide technicians and maintain high-quality service standards.

05

Labor Tracking

Track labor hours by technician, job type, and customer for accurate billing and productivity analysis.

06

Smart Notification System

Field Promax’s work order management software includes automated text reminders for both customers and technicians, improving attendance and communication.

WHY FIELD PROMAX

Save More Time and Boost Productivity

Your team is the driving force behind your success. Support them with the right tools and watch your business thrive.

How Field Promax Work Orders Work for Your Industry

HVAC

HVAC Companies

Field Promax automatically generates recurring work orders for maintenance contracts so nothing slips. Each work order carries the right checklist for the job type and tracks labor hours per technician for accurate billing. Emergency AC calls get a work order created and dispatched in seconds.

See Field Promax for HVAC →
Plumbing

Plumbing Contractors

Field Promax keeps every work order moving with job details, parts tracking, and customer signature capture on completion. Emergency calls get a work order created, assigned, and dispatched from the same screen - no switching between tools, no lost paperwork.

See Field Promax for Plumbing →
Electrical

Electrical Contractors

Field Promax supports multiple technician assignments per work order, tracks individual labor hours for each, and stores all compliance photos and inspection notes directly on the work order - audit-ready without filing anything separately.

See Field Promax for Electrical →
Property

Property Management

Field Promax converts tenant service requests directly into work orders without manual re-entry, assigns the right technician automatically, and gives property owners a dashboard view of every open and completed job by property.

See Field Promax for Property Management →

Why Field Service Teams Choose Field Promax

More users, better value per technician

Plans bundle users by team - 5 users for $239/month, 8 users for $319/month. The more your team grows, the lower the cost per technician.

Set up in under an hour

Import your customer list, add your team, configure your templates. Most customers are creating and assigning work orders within the first hour.

Works from any device

Technicians use the Field Promax mobile app on iOS or Android. No special hardware. No tablets required.

QuickBooks integration built in

Completed work orders generate invoices in QuickBooks automatically. No double entry. No reconciliation.

Customer Reviews

What Our Customers Say

★★★★★

“Field Promax has changed the way our company does business. We were a paper based company and only got our paperwork from our techs one day a week. Field Promax has given us the capability to invoice our customers quicker, interact with our techs through the app and website seamlessly, and be more efficient with work load and routing jobs. Very very happy with Field Promax!

T

Tom Lacina

TCorp

Frequently Asked Questions

A work order is the job record that tells a technician what to do, where, for whom and by when. It usually holds the customer and address, the job description, the assigned technician, parts or materials, and notes, and it is closed out with the work done and the customer's sign-off. In Field Promax every work order is digital, so the office and the field see the same record.

Work order management software is a tool for creating, assigning, tracking and completing service jobs, from the moment a request comes in to the moment the work is documented and invoiced. Field Promax replaces paper tickets, calls and sticky notes with one system that office staff, dispatchers and technicians all work from.

A work request is the ask: a customer or staff member saying something needs doing. A work order is the job created from that request, with the technician, job details and timing filled in. In Field Promax, customers can send service requests through a form on your website, with photos and a preferred time, and each request becomes a work order without retyping.

Create the work order on desktop or in the mobile app, or start from a service request that came in through your website. Then assign it to a technician from the dispatch board, and the technician gets a push notification with the job details on their phone. Jobs can also be saved unassigned and dispatched later based on availability and location.

Yes. Technicians use the Field Promax app on iOS or Android to see job details, checklists, customer history and notes, check in and out of each visit, add photos and capture the customer's signature on completion. Check-in records the actual start time with a GPS stamp, so time on the job is tracked. No special hardware is needed.

Yes. Set up a repeat job once and Field Promax generates the work orders for each visit automatically, so maintenance contracts and regular clients are never missed or entered by hand.

Yes. You can tailor work order templates and custom forms to the details your trade needs, add custom fields, and attach quality checklists that guide technicians through each job.

Yes. A completed work order becomes an invoice in Field Promax, and it reaches QuickBooks Online, QuickBooks Desktop or Xero without retyping. Customers and products stay in sync with your accounting, so there is no double entry. With Xero, the invoice arrives as a draft for you to review.

Yes. Field Promax works for a single technician and for growing teams, and most customers are set up within an hour. It is used by HVAC, plumbing, electrical, pest control, cleaning, landscaping and roofing businesses in the US, Canada and Australia.

There is no free plan, but you can try Field Promax free for 14 days after a short demo. Plans start at $99/month in the US and A$149/month in Australia. See plans and pricing