Who it's for
Home services business owners, dispatchers, and field technicians
TEMPLATE
Field Service Scheduling & Invoicing
A scheduling and invoicing system for a home services business (HVAC, plumbing, electrical, or similar) that assigns jobs to technicians, tracks job completion, and generates invoices without manual paperwork.
The problem it solves
Jobs are scheduled over the phone and tracked on a whiteboard, so dispatch has no live view of technician availability and invoicing happens days after the job is done.
Why it's worth building
A live schedule and one-click invoicing that closes the gap between finishing a job and getting paid for it.
What's included
Legacy Builder plans this out as a real, working system - every feature below becomes an actual part of your software, not a mockup.
Core features
- Job scheduling with technician assignment
- Technician daily job list
- Job completion checklist and notes
- Invoice generation from completed jobs
- Customer service history
- Dispatch calendar view
Pages
- Dispatch calendar
- Job detail
- Technician job list
- Invoice list
- Customer history
Who uses it
- Dispatcher/owner
- Technician
- Customer
Start with Field Service Scheduling & Invoicing
Describe your business and Legacy Builder adjusts this plan to fit it, before anything gets built.
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