Servenzo blog topic
Field service basics without the jargon
Understand the records and decisions behind dependable field work. These short explainers help owners, coordinators and field teams define a process before choosing software.
Articles in this topic
- How to document a field service workflow
A short guide to documenting a field service workflow from request and assignment through completion evidence and invoicing.
- Work order vs service request: what changes between them?
A service request captures what someone needs; a work order is the controlled work you schedule in response. Compare the two records and see when to convert one to the other.
- Service call vs maintenance visit
Understand how a reactive service call differs from a planned maintenance visit in trigger, preparation, scope and proof of completion.
- What is field service dispatch?
Field service dispatch assigns approved work to the right worker or crew and keeps that assignment current. The decisions, the dispatcher's role and a worked example.
- A practical field service job completion checklist
A practical job completion checklist covering status, notes, photos, customer acknowledgement, follow-up and invoice readiness.
- How to write field service notes people can use later
Teach field teams to write concise service notes that capture the reported issue, observation, action, result and required follow-up.
- How to build a service history your team can trust
Build a service history that connects requests, visits, notes, evidence, contracts, invoices and unresolved actions by customer and site.