Tech time entry
Turns mobile entries into labor lines with the right scope, pay type and rate, and flags anything outside the visit times.
Roles
Service Manager & Dispatcher
a contractor professional who schedules and dispatches service technicians, manages service calls and quotes repair work for customers
Your job, minus the screen work
Your service department runs the small jobs: repair calls, maintenance agreements and warranty visits. The manager sets rates and runs the team, the dispatcher schedules, and technicians fix things. Everything a tech does has to land on the right line with the right code before billing can run.
Where your week goes
Dispatcher
- Rekeying technicians' app entries into the ERP and guessing at scope codes
- Catching parts that came off the van but never got billed
Technician
- Finding hours logged to the wrong work order
- Spotting calls that should have been warranty work
Manager
- Sending quotes that take days and lose the job
- Building backlog and productivity reviews in Excel
What an agent takes over
Parts capture
Matches van stock and supply house receipts to the work order so every part gets billed.
Same-day quotes
Builds quotes from your task library and price book and checks them against your margin floor.
Warranty and certification checks
Routes calls inside the warranty period to review and checks refrigerant work against tech certifications.
What stays with you
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The diagnosis and the repair itself
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Pricing unusual work and handling pushback
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Which emergency goes first when three arrive at once
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Warranty disputes, coaching, safety and agreement renewals
Apps you already juggle
Trimble Viewpoint Vista or your ERP's service module, field service apps, mobile devices, customer portals, Outlook, Excel and SharePoint. Product →
- Trimble Viewpoint Vista
- ERP's service module
- field service apps
- mobile devices
- customer portals
- Outlook
- Excel
- SharePoint
A week, before and after
Before
- A quote takes four days and the customer hires someone else.
- A replaced contactor never reaches the invoice.
- A warranty-period call gets billed and the owner pushes back.
After
- The quote goes out the same afternoon.
- The van stock rule catches the part before billing.
- The warranty rule routes the call before anyone drives out.
See every workflow for your role
Explore every service workflow, from call intake to payment, that an agent can run for your department.
Service Manager & Dispatcher workflow catalog 21 constructionNo prompts. No babysitting. No Integrations.