Installers, maintenance, technical assistance

What happened on site, written where it counts.

The job is done away from the office, so the record has to travel with the technician: the checklist that must be complete before the order closes, the parts actually fitted, the hours actually worked, the signature of whoever accepted the work. Behind them, the van that got there and the lift that was rented for the day.

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The Equinox field service schedule: a week as seven columns with the scheduled work orders of a demo company, each with time, priority, customer and technician.
The week ahead — demo company, real application
Measured, not promised
Order states
5 + 2 draft, scheduled, dispatched, in progress, completed, plus on hold and cancelled — and the server refuses a transition that skips a step.
The closing rule
Required checks first a work order cannot be completed while a required checklist item is still open. Not a warning: the API answers 422 and the order stays open.
On site
Parts, hours, photos, signature what was fitted, how long it took, what it looked like, and who accepted it — with a feedback rating and a PDF report for the customer.
Around the job
The van and the rental the vehicle with its trips and mileage, its maintenance and its expiring insurance; the equipment rented for the day, with an overlap check that refuses a double booking.
A job, start to finish

One work order, five moments, one signature.

Scroll through a demo job. The checklist is live: tick the required items and watch the closing gate open — that is the product’s own rule, not a decoration.

  1. The week, on the schedule

    Work orders are scheduled by day with a time and a duration, assigned to a team and a technician. The board shows the week; dispatching sets the date, the time and who goes.

    Projects & field

  2. The van, and what it carries

    The trip is logged from and to, with the odometer at both ends. The vehicle carries its own maintenance plan and its insurance expiry, surfaced thirty days ahead. The telescopic lift for this job is out on a rental booking.

    Projects & field

  3. On site: the checklist

    The order carries the checklist of its template — measurements verified, floors protected, assembly levelled, final photo. The required ones are not optional: while one is open, the order will not close.

    Projects & field

  4. Parts, hours, signature

    What was fitted comes off the parts list, the hours are logged against the order, the customer signs on the screen and leaves a rating. The PDF report is generated from the same data, not retyped.

    Projects & field

  5. Closed, and the lift comes back

    With every required check done, the order completes. The rental booking is returned and invoiced through the document engine; the trip and the fuel are on the vehicle’s record.

    Documents
WO-2026-09-11327 · Trattoria Levante demo
Mon 09:00 Tables and chairs, terrace
Tue 09:30 Counter delivery 14:00 Hall lamps
Wed 08:30 Sliding doors
Thu 11:00 Meeting room survey
Fri 10:00 Bench repair

Dispatching sets the day, the time and the team; the board is the week as it stands.

VehicleGE 482 KT · delivery van
TripMonza → Rapallo · 110 km
Odometer48.100 → 48.210
Rented equipmentNOL-002 · out on booking

Trips carry the odometer at both ends; the vehicle carries its maintenance and its expiries.

Cannot be closed — a required check is open

The product refuses completion while a required item is open: the API answers 422.

Parts fitted24× ARR-001 · 6× ARR-002
Hours logged2 × 3,5 h
Signed on site by the customer

Parts, hours, photos and the signature live on the order and go into the PDF report.

Statuscompleted
ReportPDF · sent to the customer
Rented equipmentNOL-002 · returned and invoiced
Order closed

The rental booking is invoiced on return through the same document engine.

The modules involved

Five modules, one van.

A day on the road is a work order, a vehicle, some parts and, often, a piece of rented equipment — and an invoice at the end of it. These are the modules field service uses in Equinox.

The views that matter

What the dispatcher and the technician look at.

Real captures of the application on a demo company. The schedule, the teams, the vehicles with their alerts, the rental bookings and calendar, and the work board behind the jobs.

A work order in Equinox: customer, site, state, the checklist with its required items, parts, time logs and the signature block.
One work order — checklist, parts, hours, signature
The Equinox service teams view: a demo team with its code, description, lead and members. The Equinox service teams view: a demo team with its code, description, lead and members.
Teams — who goes out, and with whom
The Equinox fleet vehicles view: vans and a truck of a demo company as cards with plate, fuel, mileage, driver and the expiring insurance alert. The Equinox fleet vehicles view: vans and a truck of a demo company as cards with plate, fuel, mileage, driver and the expiring insurance alert.
Vehicles — mileage, maintenance, expiries
The Equinox rental bookings list: bookings of a demo company with customer, asset, dates, total and state. The Equinox rental bookings list: bookings of a demo company with customer, asset, dates, total and state.
Rentals — bookings with a real overlap check
The Equinox rental calendar: a month grid with the bookings of a demo company drawn on their days by state. The Equinox rental calendar: a month grid with the bookings of a demo company drawn on their days by state.
Rental calendar — what is out, and until when
A work board in Equinox: columns to do, in progress, in review and done with the cards of a demo site project. A work board in Equinox: columns to do, in progress, in review and done with the cards of a demo site project.
The board behind the site work

What is not here, on purpose: you cannot invoice straight from a work order — the invoice is written in the documents module; the technician report has no labour cost; there is no live timer, no GPS tracking or route optimisation, no packaged mobile app and no offline mode. The mobile view is the same application in a browser.

Tell us about a normal week.

How many technicians, how many jobs a day, what has to be checked before a job can be called done. We will show you Equinox on a week like yours — and be straight about what it does not do.

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