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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
What it does

Field Service in detail

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 contracts

Sell, bill and deliver annual maintenance contracts without spreadsheets.

  • Comprehensive and non-comprehensive plans with per-unit prices
  • 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

Work orders and SLAs

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

  • Jobs from Support tickets, Bookings visits, the customer portal, PM schedules or by hand
  • 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

Scheduling and dispatch

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

  • Gantt dispatch board by technician with drag to assign and reschedule
  • Map of jobs and technicians on OpenStreetMap tiles
  • 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

Technician mobile app

Everything a technician needs on site, working even without signal.

  • 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 and on-site estimates
  • Parts from van stock, customer signature and a job card PDF
  • UPI QR or cash collection recorded in Books

Billing, warranty and the customer portal

Get paid for chargeable work, recover warranty costs and keep customers informed.

  • Books GST invoice from a completed job: labour, visit charge and parts
  • Job costing from technician cost rates and parts cost
  • OEM warranty claims from draft to settlement
  • Email and WhatsApp click-to-chat messages for assigned, on the way and completed
  • Portal for assets, contracts, jobs, invoices, estimates, service requests and ratings
Built for 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
  • 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
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.

Works with

Connected to the rest of Thoshika

Apps share one directory, one sign-in and the same records, so nothing is keyed in twice.

On the roadmap

Planned work, not available today. Timing is not committed.

  • Subcontractor technicians
  • Live technician tracking link for customers
  • Multi-option estimates
  • Technician incentives through payroll
  • Custom automations and Indian languages

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.