Field service
When the work happens on the street, coordinating technicians and work orders becomes the heart of the operation. Field service lets you schedule the orders, dispatch the right technician to each one, and track everything on a dispatch board, who’s on the way, who’s in service, and what’s still to be assigned. That way the field team’s schedule stops living in message groups and gains a single, visible place.
- Schedule work orders with a date and an owner.
- Dispatch the right technician to each service.
- A dispatch board with the view of who goes where and when.
- A field job opened straight from the ticket: property and technician chosen in the conversation, equipment suggested by the asset's serial number, and a visit booked from the console shows up on dispatch.
Free in Sellio, you only pay for the machine
Field service is included.You try everything free for 14 days; after that, the feature follows the per-user plan you choose.
An organized field
With the dispatch board, the technicians’ schedule leaves the message groups and gains a visible place.
On-time service
Dispatching the right technician with the schedule in view reduces delays and missed visits.
A complete history
Each order stays tied to the customer, so the next service starts with all the context.
A central dispatch board: the entire field operation in one place.
From scheduling to service: the work order follows the technician to the end.
Tied to the customer: each order stays in the served customer’s history.
The field operation on one board
Instead of coordinating technicians by message and spreadsheet, you see everything on the dispatch board: the day’s orders, who’s allocated, and what’s left. The field schedule gains clarity and the team knows exactly where to go.
The right technician on the right order
You dispatch each order to the right professional, considering their schedule. The service comes out organized, the customer is notified, and the order history is recorded in the CRM.
From ticket to field job, without leaving the conversation
With the field service vertical on, the agent opens the work order from inside the ticket: picks the customer's property (the visit address, which the ticket does not know) and the technician, and the ticket's subject, description and priority become the job's problem and urgency. If the ticket has an asset with a serial number, the property's equipment with the same serial is suggested, and the screen says it was matched by serial; a serial that matches more than one unit is never guessed. A visit booked from the console lands on the dispatch board, with a visit number and an arrival window, and a draft job moves to scheduled so dispatch can see it; an optional reminder goes on the calendar for the visit date. The way back is live: inside the ticket, the agent sees the work phase in one word (scheduled, in the field, waiting, done, not completed, canceled), the next visit, the technician and an overdue warning when the window has started and nobody has left, without opening the dispatch screen. When the field completes, cannot complete or cancels, the ticket owner gets a notice in their language with a link to the case; every other change stays visible without interrupting anyone. The ticket never closes on its own: confirming with the customer and resolving is a person's decision. Two simultaneous clicks do not open two jobs, and a job the technician already opened in the vertical can be linked to the ticket that came in later.
- 1
Create the work order from the customer request.
- 2
Schedule a date and pick the responsible technician.
- 3
Dispatch from the board and track progress.
- 4
Close the order and the history stays on the customer.
A scheduled installation
You create the order, pick the technician with a free schedule, and dispatch it, all visible on the day’s board.
A maintenance request
A customer request becomes a work order, is dispatched to the right technician, and the customer is notified of the time.
Can I see every technician's schedule?
Yes, the dispatch board shows the whole field operation in one place, who's assigned and what's still open.
Does the work order stay tied to the customer?
Yes, each order stays in the served customer's history.
How do I schedule a work order?
You set a date and an owner for the order, and it appears on the dispatch board.
How does dispatching to the right technician work?
You dispatch each order to the technician with the right availability, considering their schedule.
Where do I track who is on the way and who is still unassigned?
On the dispatch board, which shows who's on the way, who's in service, and what's still unassigned.
Does this replace coordinating technicians over message groups?
Yes, it replaces coordinating by message and spreadsheet with a single visible board.
Is the customer notified of the appointment time?
Yes, the customer is notified when a technician is dispatched.
Does order history help with the next visit?
Yes, each order stays linked to the customer, so the next visit starts with all the context.
Can I try it for free?
Yes. Every new account gets 14 days of full access, no card. After that, features follow the per-user plan you choose; the full matrix is on the Plans page.
Does the ticket close on its own when the visit ends?
No. When the technician completes, cannot complete or cancels, the ticket owner is notified and sees the phase inside the case, but confirming with the customer and resolving remains the agent's decision.