POS features tailored specifically for Field Service-Based Industries

Mobile Access & Field Tools

• Mobile POS App for technicians (Android/iOS)

• Offline Mode for remote areas without signal

• Job Check-In/Out with GPS and timestamp

• On-Site Invoicing & Digital Signature Capture

• Mobile Photo Uploads for before/after service documentation

• Voice Notes & Job Comments for field details

Scheduling & Dispatching

• Drag-and-Drop Job Calendar for assigning technicians

• Recurring Job Scheduling (for regular maintenance/cleaning)

• Smart Routing & GPS Tracking to optimize routes

• Real-Time Technician Location & Status Updates

• Technician Skill Matching (assign based on certifications or specialties)

• Team or Crew Scheduling for large or multi-person jobs

Customer Management & Communication

• CRM System with job history, preferences, notes, and service level

• Automated Reminders & Confirmations (text/email)

• Customer Portal to view jobs, pay bills, and book appointments

• Service Agreements & Contracts Management

• Warranty Tracking & Follow-Up Scheduling

Estimates, Quotes, and Invoicing

• Quick Estimate Generator with templated services or custom pricing

• Quote Approval via SMS or Email with digital signature

• Convert Estimates to Invoices in One Click

• Job Costing Tools (materials, labor, markup)

• Multi-Tiered Pricing (residential vs commercial, member vs non-member)

• Discount, Tax, and Surcharge Management

Inventory & Equipment Tracking

• Truck/Van-Based Inventory Tracking

• Tool & Equipment Checkout/Usage Logging

• Low Stock Alerts for Parts or Consumables

• Integrated Purchase Orders & Reordering

• Barcode/QR Code Scanning Support

Payments & Billing

• On-Site Card & Contactless Payments

• Invoices via Email/Text with Online Payment Links

• Installment Billing & Payment Plans

• Stored Card on File for Repeat Customers

• ACH or Bank Transfer Acceptance

• Deposit & Partial Payment Collection

Service Plans, Memberships & Subscriptions

• Prepaid Maintenance Plans or Contracts

• Recurring Billing (monthly/quarterly service packages)

• Service Credits or Bundled Offers

• Loyalty Discounts or Priority Scheduling for Members

Employee & Technician Management

• Technician Scorecards & Job Completion Rates

• Time Tracking for Payroll & Job Billing

• Commission or Bonus Tracking

• Custom Access Levels by Role

• Training or Certification Expiry Reminders

Reporting & Business Intelligence

• Revenue by Service Type, Team, or Location

• Estimate vs Actual Time/Cost Reports

• Customer Lifetime Value & Retention Metrics

• Equipment Usage & Warranty Expiry Reports

• Lead Source & Marketing ROI Tracking

Marketing & Lead Management

• Lead Capture Forms for website or social media

• Automated Follow-Ups for quotes or cold leads

• Review Requests After Service Completion

• Referral Program Integration

• Direct Mail or Email Campaigns with Filters by Location or History

Want to see these features in action?

Let us know if you’d like tailored suggestions based on business size (solo operator vs multi-crew), specialization, or whether your company focuses on residential or commercial clients.

Optimize Your Service Operations

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