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OperationsField Service

Service jobs, AMC contracts and technicians in the field, from dispatch to signed job card and invoice.

Field Service runs on-site service for equipment, HVAC, IT, solar and appliance businesses. It keeps customers’ sites and installed assets with warranty and AMC cover, turns requests into work orders with SLAs, plans them on a dispatch board and map, and gives technicians an offline job card on their phone. Chargeable jobs and AMC instalments become GST invoices in Books.

Key capabilities

  • Customer sites and assets with QR tags
  • AMC contracts with billing and PM visits
  • Dispatch board, map and assignment suggestions
  • Offline job card with photos and signature
  • Parts from technicians’ van stock
  • GST invoices and deferred AMC revenue in Books

Dashboard

Service managers see today’s jobs, SLA risk, contract renewals and revenue at a glance.

  • Jobs today, in progress, unassigned and completed today
  • SLAs at risk and breached, and SLA met rate
  • AMC renewals due, active contracts and unearned revenue
  • Revenue this month, first-time fix rate and CSAT
  • A needs-attention list of jobs to act on

Requests and work orders

Bring requests in from every channel and track each job against its target.

  • Jobs from Support tickets, Bookings visits, the customer portal, PM schedules or by hand
  • Requests triaged before they become work orders
  • Configurable job types with duration, skills, checklist and charges
  • Coverage worked out from the asset: AMC, warranty or chargeable
  • Response and resolution SLAs on business hours with People holidays
  • Follow-up jobs, helpers and first-time fix tracking
  • Custom automations on job events

Dispatch board, map and PM planner

Plan the day so the right technician reaches the right site on time.

  • Gantt dispatch board by technician with drag to assign and reschedule, showing shifts and leave
  • Map of jobs and technicians on OpenStreetMap tiles, coloured by status or technician
  • Assignment suggestions scored on skills, certification, area, shift, leave, load and travel
  • Auto-plan for a day’s unassigned jobs and a nearest-first route per technician
  • PM planner that groups due visits by site

Customers, sites and assets

Know where every installed unit is, what it is, and what cover it has.

  • Customers with several service sites, map locations and access notes
  • Installed assets with model, serial, install date, warranty and readings history
  • QR asset tags that open the asset or a new job in the Thoshika app
  • Assets registered from Books invoices or POS bills that sold serialised items
  • CSV import of customers, sites and assets with a dry run

AMC plans and contracts

Sell, bill and deliver annual maintenance contracts without spreadsheets.

  • Comprehensive and non-comprehensive plans with per-unit prices and exclusions
  • Billing upfront, half-yearly, quarterly or monthly through Books
  • Preventive visits spread across the term and generated as jobs
  • Visits included and used, renewal reminders and CRM renewal deals
  • Revenue deferred and recognised over the contract term

Estimates and warranty claims

Quote chargeable work and recover what manufacturers owe you.

  • Estimates from the office or on site, with several options for the customer to choose from
  • Customer acceptance in the portal before work starts
  • OEM warranty claims from draft to settlement
  • Recoveries booked in Books

Technicians and van stock

Manage the people in the field and the parts they carry.

  • Technicians with skills, certifications, service areas and shifts from People
  • Subcontractor technicians working alongside your own team
  • A van warehouse per technician in the stock engine
  • Van stock requests approved by a dispatcher and issued from the main warehouse
  • Parts consumption by item, technician and coverage
  • Technician incentives paid through payroll

Billing

Get paid for chargeable work and keep covered work costed.

  • Books invoice from a completed job: labour, visit charge and parts
  • Billing runs for AMC instalments
  • Covered parts costed to AMC and warranty so stock and the ledger agree
  • Job costing from technician cost rates and parts cost
  • UPI QR or cash collection recorded in Books

Customer experience and portal

Keep customers informed and let them serve themselves.

  • Email and WhatsApp click-to-chat messages for assigned, on the way and completed
  • Live technician tracking link for the customer
  • Portal for equipment, AMC contracts, service visits, invoices and estimates
  • Service requests and ratings from the portal
  • Customer messages and portal in Indian languages

Reports, sync review and settings

Measure service quality and keep offline data clean.

  • First-time fix, SLA compliance, technician utilisation and revenue per technician
  • AMC renewals due at 30, 60 and 90 days, deferred revenue and backlog ageing
  • Sync review of changes made offline that need a decision
  • Job types, SLAs, rate card, service areas and AMC plan settings
Screens

Field Service in the product

India

Indian rules, built in

Billing and communication are set up for Indian service businesses.

How Thoshika handles Indian compliance

  • GST invoices with SAC for service and HSN for parts, CGST and SGST or IGST by place of supply
  • AMC billed per schedule with revenue recognised over time under Ind AS 115
  • UPI QR payment links and WhatsApp-first customer messages, with no paid APIs
  • Pincode-based service areas and state holidays from People
  • DPDP Act: GPS only with the technician’s consent and only at job actions
Mobile

Field Service on Android and iOS

Technicians use the Thoshika app on their own phones, with a Field section under the app switcher that opens on Today and works without signal.

About the mobile apps

On the phone

  • Today’s jobs in route order with navigation hand-off to Google or Apple Maps
  • Status taps with optional GPS, and a timer that fills People timesheets
  • Checklists, readings, before and after photos, on-site estimates and customer signature
  • Scan an asset QR tag to open the asset or start a job
  • Van stock and stock requests, and UPI QR or cash collection
  • Sync screen for the offline outbox, and a dispatch board for dispatchers
Who uses it

Roles in Field Service

Every person signs in once. Roles decide what they see, and can be limited to a location, branch or other scope where the app supports it.

Field admin

Owns settings, job types, SLAs, rate card, AMC plans and contract approvals across all areas.

Dispatcher

Manages customers, assets, jobs, dispatch, contracts, estimates and billing runs for their service areas.

Technician

Works their own jobs on the mobile app, with van stock, estimates and payments.

Customer

Uses the portal to see assets and contracts, request service, accept estimates and rate jobs.

See Field Service with your own processes

Field Service is available on its own or as part of Thoshika One, with every app for every employee.