Services

The Services module brings together Service Jobs, Job Lines, and Surveys into a unified workflow for managing field service operations. From job creation through to completed survey reports, every step is tracked in one place.

The Services Hierarchy

Service Job                          Maintenance Job
├── Job Line 1                       ├── Item (asset A)
│   ├── Survey Session A             ├── Item (asset B)
│   └── Survey Session B             └── Survey Session F  (linked)
├── Job Line 2
│   └── Survey Session C
└── Job Line 3                       Standalone
    └── (no surveys yet)             └── Survey Session G  (no parent)

Entity	Purpose	Created By
Service Job	A container for a piece of work — a project, site visit, or customer request	Managers
Job Line	A specific task or deliverable within a job	Managers
Maintenance Job	A scheduled maintenance activity with allocated rental assets	Managers
Survey Template	A reusable definition of what data to collect	Administrators
Survey Session	An instance of a template being completed, optionally linked to a job line or maintenance job	Technicians
PDF Report	A generated document populated with survey data	System (one-click)

How It All Connects

Service Jobs

A Service Job represents a unit of work — an installation, inspection, maintenance visit, or project. Jobs hold general information such as the customer, site, dates, and responsible team members. They act as a container for one or more Job Lines.

Learn more about Service Jobs →

Job Lines

Each Job Line is a specific task or deliverable within a job. A job might have lines for "Inspect boiler room", "Survey ground floor windows", and "Check fire exits". Job Lines carry their own title, description, assignee, scheduled date, and status.

When a survey is needed, you link a Survey Session to the Job Line. Metadata from the job line (title, assignee, dates, reference) can automatically pre-populate survey fields.

Learn more about Job Lines →

Survey Templates

Survey Templates define what data to collect — field groups, field types, validation rules, conditional logic, and AI guidance. Templates are reusable across multiple sessions and jobs.

Learn more about Survey Templates →

Survey Sessions

A Survey Session is an instance of a template being completed. Sessions can be filled out via voice chat (AI-powered hands-free) or form mode (traditional data entry). Sessions can stand alone, be linked to a Job Line, or be linked to a Maintenance Job.

Learn more about Surveys →

PDF Reports

Once a survey session is complete, you can generate professional PDF reports with a single click. Field mappings connect survey data to fillable PDF form fields automatically.

Learn more about PDF Reports →

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Common Workflows

Field Service Workflow

The typical flow for managed field operations:

1. Manager creates a Service Job — sets customer, site, dates, and team
2. Manager adds Job Lines — one per task or deliverable
3. Technician opens a Job Line and creates a Survey Session linked to it
4. Technician completes the survey — using voice chat in the field or form entry
5. Survey fields are pre-populated — job reference, assignee, and dates flow from the job line
6. PDF report is generated — one click produces a professional document
7. Job Line status is updated — marked complete when the survey is done

Maintenance Workflow

For scheduled maintenance on rental assets:

1. Manager creates a Maintenance Job — sets type, due date, and description
2. Manager allocates rental items — selects which assets need inspection or servicing
3. Technician creates a Survey Session linked to the Maintenance Job (from mobile or web)
4. Repeatable group instances are auto-created — one per allocated item, pre-populated with asset metadata (tag, class, status, inspection dates)
5. Technician completes the survey — each instance corresponds to one asset
6. PDF report is generated if needed

Standalone Survey Workflow

Surveys can also be used independently, without a parent job or maintenance job:

1. Administrator creates a Survey Template with the required fields
2. Technician starts a new Survey Session from the template
3. Technician completes the survey via voice or form
4. PDF report is generated if needed

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Getting Started

For Managers

• Create and manage Service Jobs
• Add Job Lines and assign tasks
• Track progress across your team's work

For Template Builders

• Design Survey Templates with field groups, validation, and conditional logic
• Configure PDF report mappings
• Optimise templates for voice-first data collection

For Field Technicians

• Complete surveys using the Voice Assistant — hands-free, eyes-free
• Use the Mobile App for offline-capable field work
• Connect a GoPro camera for hands-free photo capture (Android)
• Link surveys to job lines for automatic field pre-population