FS · Field Services← All use cases

Recurring PM and break/fix in one system

Schedule preventive maintenance routes, dispatch for emergencies with Live Dispatch, track parts per site, and invoice service contracts from completed jobs.

Day of a job

How facilities & maintenance teams run on Opserly

A typical flow from morning dispatch to close-of-business — mapped to the modules you'll actually use.

  1. 1

    7:00 AM

    PM route for the week

    Coordinators schedule recurring visits per client site on the dispatch calendar; unassigned break/fix tickets sit in the pool.

  2. 2

    9:00 AM

    Tech services a site

    Check-in on mobile, log equipment serviced, and pull parts from truck inventory against the work order.

  3. 3

    12:00 PM

    Emergency re-dispatch

    Live Dispatch shows the nearest available tech; SMS notifies the facility manager of the updated ETA.

  4. 4

    3:00 PM

    Contract documentation

    Attach PM checklists and signed work orders to the job — available to account managers and clients with permission.

  5. 5

    5:00 PM

    Monthly contract billing

    Roll up completed visits into contract invoices; QBO sync for multi-site commercial accounts.

Features that fit

Why Facilities & Maintenance runs on Field Services

Job scheduling & dispatch board

Drag-and-drop calendar with technician filters and an unassigned job pool for break/fix.

Live Dispatch

Near real-time map of tech locations for same-day reassignments across client sites.

Warehouse & truck stock

Restock before PM season; usage on jobs decrements inventory with low-stock alerts.

Customer & site records

Full client history — contacts, documents, jobs, and invoices searchable by site or account.

Workflow & approvals

Route discount or quote approvals before work starts on new facilities accounts.

See the full feature list →

Ready to run facilities & maintenance on Opserly?

Start on the Field Services edition — same platform, configured for field dispatch and jobs.