For Field & Service Businesses
Every job dispatched, done, and billed.
Maintenance, installations, repairs, site visits — requests become job cards with a name on them, progress is visible without phone calls, and finished work turns into invoices instead of forgotten favours.
- Job cards with assignment and status
- Support tickets with client history
- Invoicing from the same client records
- Technicians see exactly their own work
The workflow
How field & service businesses run on Flowyana.
- Request
It comes in once
A call, a chat, or a ticket — the request is on the record with the client attached.
- Dispatch
A name on every job
Job cards carry the client, the work, and the assignee — technicians see their list, managers see the board.
- Complete
Status without phone calls
Open, in progress, done — where a job stands is visible, not asked.
- Invoice
Done means billed
Finished jobs invoice through the same client record, and the revenue posts to your books.
Your module set
Buy these. Skip the rest.
Flowyana is sold per module, so this is the typical shape for your industry — trim it or extend it, and pay only for what you switch on.
Automation
The busywork runs itself.
Workflows watch what happens in your business and act on your rules — assign, notify, create the follow-up. Set them once and the process stops depending on who’s on shift.
Explore automationQuestions
Asked by field & service businesses.
Can technicians be limited to their own jobs?
Yes — roles and permissions scope what field staff see and do, so a technician works their list without wandering the back office.
How do we go from job to invoice?
The job and the invoice share the client record. When work completes, invoice it through sales — nothing gets lost between “done” and “paid”.
Do we need the POS or inventory?
Only if you want them. A pure service company runs on service jobs, support, CRM, and invoicing — inventory joins when you start selling parts.
Built for how you run.
Tell us about your business and we’ll walk you through Flowyana set up for field & service businesses — your module set, your workflow, an itemized quote.