From the service call to the paid invoice.

FieldFlow runs field service on SAP Business One: the office books the job, the dispatcher plans the day, the technician works it on a phone — online or off — and the invoice lands in B1 the moment the job is done. Now in early access.

Book a demo See how it works

The problem

Sound familiar?

Jobs are scheduled in a spreadsheet the technicians never see.
Parts used on site are written on paper and never reach the van stock.
Invoices go out a week after the job, if the paperwork comes back at all.
Return trips are nobody's fault, so nobody fixes them.

How it works

From one step to the next, inside SAP Business One

Who does what, and which B1 document each step creates or updates.

Office
Books the job from a template
Sales Order
Dispatcher
Drags jobs onto the technician-day board and dispatches the day
Dispatch board
Technician
Works offline: time, parts from van stock, checklist, photos
Job card
Customer
Signs on the technician's phone
Signature
FieldFlow
Posts the invoice and the parts used
A/R Invoice · Goods Issue
FieldFlow
Books a follow-up visit when the job cannot be finished
Follow-up job

Business case

Put your own numbers in

Every figure below is editable. Defaults are illustrative; use yours.

What we design the rollout to move

The shape of change we aim for — not a guarantee, and not a quoted customer result.

Typical improvement targets

Order-to-cash cycle6.2days▼ from 11.4

Inside FieldFlow

What your team sees

Screens shown with demo data from fictional companies.

FieldFlow: Dispatch board: technicians by day — Dispatch board: technicians by day

FieldFlow: Office console: finished work with no invoice behind it, and why — Office console: finished work with no invoice behind it, and why

FieldFlow: The invoice pack: job sheet, signature and photos — The invoice pack: job sheet, signature and photos

FieldFlow: Checklists with pass and fail — Checklists with pass and fail

FieldFlow: Job detail: time, parts from the van, contact — Job detail: time, parts from the van, contact

FieldFlow: Customer equipment with meter-based service intervals — Customer equipment with meter-based service intervals

FieldFlow: Technicians, their vans and rates — Technicians, their vans and rates

FieldFlow: A technician's day, on the phone — A technician's day, on the phone

What you get

Built for B1, not bolted on

Dispatch board by technician and day
Offline-first technician app
Van stock modeled as real B1 warehouses
Checklists, photos, meter readings and signatures
A/R Invoice posted to B1 on completion, with the invoice pack PDF
Meter-based preventive maintenance
Works with RentalFlow: service rental equipment between rentals or while it is out on rent

Who uses it

Dispatchers
Office staff
Field technicians

Who it fits

HVAC and mechanical contractors, equipment installers and service companies, and anyone maintaining metered assets.

Download the brochure (PDF)

Next step

See FieldFlow on your own data

Thirty minutes, your process, your questions. We will show the workflow above running against a demo company.

Book a demo Other ways to reach us