Plans and drawings
View PDF and DWF/DWFx plans, add markups and pinned tasks, and prepare supported drawings for offline viewing before heading out.
BUILT AROUND THE SERVICE DAY
One connected record for the office, the field, and the customer.
From booking through follow-up, ServiceRunner FSM keeps the work attached to the right customer, site, equipment, and job.
FOR THE OFFICE
Fill the schedule with work you can actually take.
Publish maintenance and emergency booking hours from your real availability. Time off blocks slots, while the dispatch board gives coordinators a view of assignments and job status.
- Hosted or embedded customer booking
- Technician assignment, status, and return visits
- Optional post-job review requests using your configured review link
Customer messages depend on your configured delivery provider.
FOR TECHNICIANS
Arrive with context. Leave with proof.
Open the assigned job, check the equipment record, capture findings and photos, and finish the close-out checklist. Stock movements connect shop and truck inventory to the job.
- Equipment service history, forms, readings, and QR labels
- Time, materials, and job-cost records
- Retained work on supported mobile web screens when connectivity drops
Offline changes sync after reconnection. Invoices can be saved as recoverable device drafts; issuing and collecting payment need a connection.
FOR OWNERS & THE OFFICE
Follow the money back to the job.
Create customer-ready estimates, then issue invoices from the site or job. Record manual receipts or collect cards after payment setup. Offer fixed-term recurring agreement collection only after the customer accepts the schedule and authorization.
- Estimate acceptance and job-to-invoice handoff
- Invoices, receipts, credits, and customer PDFs
- Guided QuickBooks mapping, export, incoming receipts, and reconciliation
Card payments and QuickBooks require provider connection and review. Accounting exceptions need a person to resolve them.
RUN THE BUSINESS
Keep the records your team will need next time.
Track sites, contacts, equipment, maintenance visits, estimates, parts, and invoices in one place. Role and site permissions help the right people see and update the right work.
- Recurring preventive-maintenance scheduling
- Shop and truck stock, transfers, and refill
- Reports, exports, and organization branding
MORE OF THE WORK, IN ONE PLACE
Useful tools beyond the job card
Forms and inspections
Use equipment profiles, checklists and configurable forms to collect readings, photos and completion details. Export customer-ready reports.
Parts and purchasing
Record shop and truck stock, transfers, immediate truck refill, and material costs tied to jobs.
Customer records
Keep sites, contacts, equipment, estimates, invoices and service history together. Share the documents and status your customer needs through available customer views.
GETTING STARTED
Start with your own service day.
1. Create the company
Sign up, name your organization, and add your first customer and site.
2. Set the schedule
Configure booking hours, technician availability and maintenance work.
3. Invite the team
Give office staff and technicians the roles and site access they need.
4. Connect the books
When you're ready, review payment setup and QuickBooks mappings before collecting or syncing.
Put your next job through the system.
New organizations start with 30 days of Pro access and no card required. Add a customer and site, then invite your team.