Field Services
Connect the office, the schedule and the work on site.
Operational software and automation for service businesses managing requests, technicians, quotes and repeat work.
The problem
Where the work gets held up.
The customer calls the office for an update that is sitting in a technician’s messages. Dispatch, job history and invoicing need a shared view.
Discuss your workflowHow it runs
From service request to invoice, step by step.
- 01Service requestA customer asks for a visit or service
- 02TriageSorted by type and urgency
- 03DispatchSent to the right technician
- 04Job recordOne record for the whole job
- 05InvoiceInvoice raised from the job record
What is included
A useful scope, with clear edges.
Customer intake and job qualification
Scheduling and dispatch handoffs
Quote approval and job documentation
Inventory, CRM and invoicing connections
Tools we often connect
We work with the tools you already have wherever possible.
Google Calendar
WhatsApp
Xero
QuickBooks
Supabase
Google Sheets
Built-in controls
Clear automation. Clear handoffs.
Scheduling depends on verified availability, service areas and business rules. Urgent jobs and uncertain assignments stay with a person.
Security and engineering practicesHow it works
From first message to a working system.
- 01Send a briefDay one
- 02Review and recommendationWithin a few days
- 03Fixed scope and proposalBefore any build
- 04Build in weekly releasesTypically 2–8 weeks
- 05Launch and handoverLaunch week
- 06Support and improveOptional, monthly
Start a project
Tell us what needs to work better.
Share the workflow, product or operational bottleneck. We’ll review the context and recommend the most practical next step.
Email usinfo@sequenceautomate.comAsync-first. Available worldwide.
No meeting required to send your brief.