Field jobs: when the fix needs someone on site
Some problems cannot be solved over chat. A boiler needs a service, a printer needs a part, a delivery needs a driver. Field jobs let your team create an on-site visit straight from the thread, schedule it, assign a technician and track it through to sign-off, while the customer stays updated in the same conversation.
Assets record the equipment each customer owns, so the technician arrives knowing the model, serial number and history.
Last updated
Create from a thread
One click turns a thread into a job with the customer, address and problem filled in.
Schedule and assign
Pick a slot and a technician, and see the day's jobs at a glance.
Status tracking
Scheduled, en route, on site, completed or cancelled, with notes at each step.
Assets
Equipment and products per customer, linked to jobs and threads.
How it works
- 1
Diagnose remotely
The AI agent and your team try the remote fix first.
- 2
Book the visit
Create a field job from the thread and schedule a technician.
- 3
Track it
Status updates flow back into the thread for the customer.
- 4
Close the loop
Capture completion notes and resolve the thread.
No second system to keep in sync
Field service tools usually live apart from the helpdesk, so the technician never sees the conversation and the agent never sees the visit. Field jobs sit on the thread, so everyone works from the same record.
Built on your existing data
Jobs use the contact, company and asset records you already have. Rules can create jobs automatically for certain thread types, and webhooks can push jobs to routing or scheduling systems you already use.
Report on the whole journey
See how many threads needed a visit, how long jobs took from booking to completion and which assets generate the most work.
Frequently asked questions
Field jobs and assets are included on higher plans.
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Book the visit without leaving the conversation
Field jobs and assets on the same record as the customer's threads.
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