Field jobs

Field jobs is for businesses that fix, install or maintain things at their customers' sites: air-conditioning and appliance technicians, IT support, workshops and facility teams. The office keeps each customer's equipment, writes work orders with a quote, gets the customer's approval and plans the visit. Technicians open My jobs on their phone, tap through the visit, fill in the checklist, add photos, materials and billable extras, and record the customer's acceptance. The office then reviews each finished job, approves it for billing, invoices it and sees what the job really earned.

The work orders, equipment and maintenance plans are the Services & Maintenance records (the menu shows them under Field jobs → Records). Office staff and supervisors work with the manage and billing rights; technicians usually hold a field seat and see only the jobs they are on. Field jobs takes parts from Inventory and van stock from Warehouses, posts invoices to Books when Books is on, uses Projects' cost rates and links jobs to projects, and lets customers approve estimates in the customer portal. It is part of the Service Business bundle and Kluvan One: see Plans and bundles.

Start with Set up field work, then create a work order and quote. Technicians start at Do a job on your phone.

• Keep equipment and maintenance plansRegister customer equipment with serial number, model, site and warranty, and set up maintenance plans that create the next work order on a fixed cadence.
• Set up field workSet the extras approval limit, labour rate, call-out fee, acceptance rule, job types, vans, hourly costs and checklist templates.
• Create a work order and quoteOpen a work order for a customer, add labour, part and service estimate lines, record the quote with VAT and the customer's approval.
• Schedule and complete a work orderAssign an approved work order to a technician for a time slot, start the job, and complete it so the spare parts leave stock once.
• Invoice a work order and record paymentCreate the invoice for a completed work order, record the money received, issue a full credit and record a refund.
• Do a job on your phoneOpen My jobs, find today's job and its address, and tap Start travel, Arrived, Start work, Pause and Finish job so your time records itself.
• Record the checklist, photos and materialsTick checklist items, type readings, take photos and record the materials you used from your van, so the office can review the job.
• Add billable extras and change ordersCharge for extra labour, a part, a call-out or other work found on site; extras above your limit and change orders wait for the office.
• Finish a job with the customer's acceptanceRecord the customer's name and signature drawn on screen, leave notes, ask for a follow-up visit or quote, then tap Finish job.
• Keep working without a connectionSteps you take on a job with no signal are kept on the phone and sent once when the connection is back. What works offline and what does not.
• Assign jobs on the dispatch board and plan themSee each technician's day or week, assign approved work orders, spot late jobs, and plan a job's basis, crew, checklist and project.
• Review finished jobs and approve extrasCheck what the crew recorded, approve or reject waiting extras, then approve the job for billing or send it back with a note.
• Read a job's marginHow Kluvan works out what a job earned, from agreed revenue and approved changes to labour, materials, other costs, rework and cash.
• See job profitability and export itCompare margins by job, customer, technician, job type or project for a period, worst first, and download the figures as a CSV file.
• Print or save the work reportOpen a job's work report with the work done, checklist, materials, extras, time, photos and the customer's acceptance, and print it or save a PDF.
• Choose who sees prices and costsDecide whether technicians see prices on their jobs, and who sees job costs and margins, with two rights and the seat type.