Features

Work Order Management Software for Field Service Teams

Feeling swamped by too many jobs and unhappy customers?

Feeling swamped by too many jobs and unhappy customers?

Field Promax’s work order software makes that dream a reality. Our smart work order management system keeps everyone in sync, from office to field, turning chaos into smooth operations at your fingertips.

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

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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Recurring Work Orders

Automated 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

Our comprehensive work order management system includes these powerful tools:

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.

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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.

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Service Request

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

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Quality Assurance Checklists

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

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Labor Tracking

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

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Smart Notification System

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

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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 $199/month, 12 users for $239/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

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

Work order management is the process of creating, assigning, tracking, and completing service requests from start to finish. It gives field service businesses a structured way to handle jobs, assign technicians, and document outcomes - replacing paper forms and spreadsheets with a single digital system.

A work request is the initial ask - a customer or staff member identifying that something needs to be done. A work order is the formal, approved document created from that request, including the assigned technician, job details, materials needed, and timeline. Field Promax converts approved requests into work orders automatically.

Yes. Field Promax automatically generates work orders for recurring jobs on any schedule you set - weekly, monthly, or custom intervals. This removes the need to manually create repeat jobs for regular clients and ensures nothing is missed.

Yes. Field Promax integrates with QuickBooks Online and QuickBooks Desktop. When a work order is completed, an invoice is generated in QuickBooks automatically. Customers, products, and job data sync between both systems with no double entry.

Yes. Field Promax has a mobile app for iOS and Android. Technicians can view job details, update work order status, add notes and photos, capture customer signatures, and log labor hours directly from their phone - without needing to return to the office.

Field Promax serves HVAC, plumbing, electrical, pest control, carpet cleaning, property management, landscaping, garage door, fire and security, roofing, painting, and chimney sweep businesses across the US and Canada.

Field Promax plans start at $99/month for 1 user, $199/month for 5 users, and $239/month for 12 users. All plans include work order management. See full pricing at fieldpromax.com/pricing.

Most customers are set up and creating work orders within an hour. Onboarding includes importing your customer list, setting up your team, and configuring your work order templates. No technical setup required.