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Field Service Job

BluePeak HVAC · Job created → pre-check → execution → issues → report → ready for billing.

Steps

  1. 1Job Created
    data capture

    Capture the job's basic info.

    • • Customer (text)
    • • Service address (text)
    • • Scope of work (textarea)
  2. 2Pre-Check
    data capture

    Confirm tools, parts, and access.

    • • Parts ready (checkbox)
    • • Tools ready (checkbox)
    • • Site access confirmed (checkbox)
  3. 3Work Execution
    data capture

    Log work performed.

    • • What was done (textarea)
    • • Hours on site (text)
  4. 4Issues Logged
    data capture

    Anything that needs another visit, parts ordered, or escalation.

    • • Issues found (textarea)
    • • Follow-up needed (checkbox)
  5. 5Report Generated
    output

    Generate the service report for the customer.

  6. 6Ready for Billing
    gate

    Confirm the job is ready to be invoiced.

Start a new run

Run this workflow against a new subject (visitor, job, lead, etc.).

Existing runs