Field Service Module

Templates

For jobs that require specific equipment to be on-site, a pre-populated list of equipment and items can be created in Discovery’s ERP system and sent to Discovery OPS along with the job information minimizing data entry for field staff.

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Job Entry

Entering both chargeable and non-chargeable items against a job or multiple jobs is done with ease, with the system guiding your field tech through a job.

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Timesheets

The field ticket program also allows field staff to enter their time (hours) against a job. Their time may or may not be invoiced directly to the customer.

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Payroll

The hours for each of your service staff are used when analyzing the job cost history reports and can be summarized and sent to the payroll system.

Tickets

Discovery supports single and multi-level ticketing to meet any of your customer demands.

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Signature

When all the daily ticket activities have been entered into Discovery OPS you can print a pdf or email a priced Field Ticket to the customer who can stamp and sign either physically or digitally.

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Utilizing the digital signature option improves billing cycle time as the digitally signed copy can be automatically sent back to head office for attachment to the final invoice.

Discovery OPS - Field Service operates standalone on any device and does not need to be connected to the internet to input data. This allows you to work at locations with no internet and not worry about losing your information.  The data will automatically sync when connected back to the internet so your field techs never lose time.