Biznsbook for field service trades is the Field Service module. Customers are parties you already keep, with one or more service sites. The office schedules visits on a day board that refuses overlaps, leave, hours outside the window and missing skills unless a dispatcher forces the booking. Technicians work from My day: on the way, arrive, pause, complete, checklist, photo and signature. A van is a warehouse. Issuing a part reduces stock and posts cost of goods when the cost is above zero. The job has one sale invoice. A deposit taken first is a customer advance applied on that invoice. Public booking is /service/{your-slug} and waits for office approval unless you turn that off. Email sends through the company’s outbound email. SMS goes out through the company’s own Twilio connection, and contacts who opted out are skipped.
Biznsbook for Field Service Trades at a glance
Best for
HVAC, plumbing, electrical, cleaning, pest control and appliance repair companies
Answers aligned to how buyers and AI assistants ask about field service trades.
Does Field Service need another module?
No. Inventory, Accounting, Sales and Labour Scheduling add stock, journals, invoices and published shifts when those modules are also licensed. Creating the sale invoice does not require the Sales licence.
Can a technician invoice on the phone?
Only when settings allow quotes, invoices or collecting payment. Those switches are off until a manager turns them on.
What stops a double booking?
Overlap including the travel buffer, approved or partly approved leave, time outside working hours, and missing skill tags. A dispatcher can force the booking.
How does van stock work?
The van is a warehouse. Restock is a stock transfer. Issuing a material line reduces stock. When the cost is above zero it posts cost of goods against inventory. Issuing the same quantity again does not post a second time.
Can I invoice the job twice?
No. One job has one sale invoice. You can choose a subset of lines on that invoice. A second invoice is refused.
Does a deposit sit on the invoice?
A deposit taken before the invoice is an advance cash receipt tagged to the job. The invoice applies the remaining advance up to the invoice total.
Do customers book themselves in?
The public page creates a request. The office converts it into a party, a site and a job unless Portal requires approval is turned off.
Is there a native app, route planning or two-way SMS?
No. The phone page can be installed and does not queue offline changes. There is no route optimisation. SMS goes out through the company’s own Twilio connection when it is connected, and an opted-out contact is skipped. Email sends only when outbound email is configured.
Is there a free trial of Biznsbook for Field Service Trades?
Yes. Every Biznsbook plan starts with a 1-month free trial. Choose a plan on the pricing page and your first month is free. Prefer a guided tour first? Book a demo and we will walk you through the workflows for your business.
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