Built around the job
Dispatch, field capture, reports, quotes and the client portal stay connected from first call to sign-off.
Field service management
Keep field work
connected.
One connected workflow for field service teams — schedule work, capture evidence offline, review AI-assisted reports and keep customers informed.
workface
Illustrative walkthrough
This interactive walkthrough uses fictional sample data. It illustrates WorkFace workflows and does not show live customer records.
WF-DEMO-1847
P1 · CRITICAL
RO Plant Emergency Callout
Permeate conductivity alarm — immediate response required
✓Dispatched
✓En Route
✓On Site
✓Complete
Work checklist
- ✓Isolate RO skid & verify lockout/tagout
- ✓Confirm RAMS & permit to work
- ✓Replace exhausted pre-filter cartridge
- ✓Calibrate CM448 conductivity probe
- ✓Record pressure differential reading
Progress
2/5
↑ Tap a status step or tick a task
Unassigned 3
WF-DEMO-1851Pump seal failure — Sample Site D
WF-DEMO-1852Quarterly service — Sample Site C
WF-DEMO-1853Filter swap — Sample Site E
Engineer A
WF-1847RO plant callout — Sample Site A
+ Best match · arrives 14m
Engineer B
WF-1844Compliance inspection — Sample Site B
Job evidence
5 items captured
Saved against WF-DEMO-1847
Ready for review
-
Photo · BeforeSyncedPre-filter condition Contamination and wear documented
-
Photo · AfterSyncedNew cartridge fitted Replacement and seal recorded
-
ReadingRecordedConductivity 12.4 µS/cm
-
ReadingRecordedPressure differential 0.8 bar
-
Voice noteReadyEngineer summary 00:48
Site contact sign-offSample site contact
Completed 14:38 · synced
Completion report — WF-DEMO-1847
0
Active jobs
0
Open quotes
0
Signed reports
RO plant callout — Sample Site AComplete
Compliance inspection — Sample Site BOn site
Quarterly service — Sample Site CScheduled
Built for the teams who keep essential services running
Water treatmentUtilitiesConstructionEnergy
FacilitiesIndustrial maintenanceEnvironmental servicesSpecialist engineering
Suggest the best fit.
Keep a human in control.
WorkFace scores eligible engineers against required skills and current certifications, availability, travel, workload and urgency. Assignments remain proposals until an authorised teammate approves them.
Learn more →◎
Eligibility checks
Required skills and unexpired certifications filter candidates.
⤢
Proposed schedules
Review scores and assignments before approval.
⊙
Travel-aware planning
Locations, travel limits and existing blocks shape the plan.
⎘ Helps consolidate assignment decisions · weekly planning · job status
Dispatch board
Today
Unassigned 3
WF-1851Pump seal failure
WF-1852Quarterly service
WF-1853Filter swap
Engineer A
WF-1847RO plant callout
+ Best match · arrives 14m
Engineer B
WF-1844Compliance check
Every job,
captured on site.
The engineer app keeps assigned work available offline and queues DRA sign-off, photos, voice notes and report sign-off. Pending work syncs after connectivity returns.
Learn more →⤓
Offline queue
Assigned jobs and pending changes stay on the device.
⤴
Native capture
Store job photos and voice notes for upload.
☑
Required sign-off
DRA completion gates the report-signing step.
⎘ Helps reduce paper job sheets · photos left in camera rolls
Job card · WF-DEMO-1847
Synced
WF-DEMO-1847P1
RO Plant Emergency Callout
✓Disp.
✓Route
✓Site
✓Done
- ✓Replace pre-filter cartridge
- ✓Calibrate CM448 probe
- ✓Record pressure differential
Keep safety evidence
with the job.
Authenticated job events, DRA records, captured media and signed reports stay connected. When HoldPoint is configured, WorkFace can also show read-only RAMS context alongside the DRA.
Learn more →⛨
Attributed events
Audited actions record the actor and time.
⚑
DRA & RAMS context
Complete the DRA; reference HoldPoint RAMS when configured.
⇪
Signed report exports
Provide completed reports as PDF or DOCX.
⎘ Keeps together safety review · field evidence · signed outputs
Audit trail
Verified
- DRA signedEngineer A · 13:42 · sample event
- Pre-filter photo capturedEngineer A · 14:05 · sample event
- Voice note recordedEngineer A · 14:21 · sample event
- Report signedEngineer A · 14:38 · sample event
⛨
Signed report export readyWF-DEMO-1847 · PDF and DOCX
↧
From voice and photos
to a reviewable draft.
A voice note and attached photos can feed a structured report draft. The engineer reviews and signs it; accepted findings can then seed a quote whose totals are calculated deterministically.
Learn more →✦
Voice + photo context
Transcription and image analysis inform a structured draft.
£
Draft quote options
Good / Better / Best parts use configured catalogue prices.
⌕
Cited knowledge
Search approved manuals and signed reports with source citations.
⎘ Helps reduce report retyping · missing field context
AI report
✦ Drafting
Voice note · 0:485 photos
Completion report — WF-DEMO-1847
Give customers a clear
service record.
The customer portal exposes job status and assigned-engineer details when enabled, plus signed reports, quote responses and invoice records for the authenticated customer account.
Learn more →⊙
Job status
Customers can review scheduled, on-site and completed work.
◷
Reports & invoices
Download signed reports and open invoice records.
◈
Quote responses
Authorised contacts can approve or reject open quotes.
⎘ Helps reduce "any update?" emails · separate status spreadsheets
Customer portal
Sample customer
0
Active jobs
0
Open quotes
0
Signed reports
RO plant callout — Sample Site AComplete
Compliance inspection — Sample Site BOn site
Quarterly service — Sample Site CScheduled
Evidence stays attached
DRA records, captured media, signed reports and audited actions remain connected to the job.
Faster, still reviewable
AI drafts reports and quote scope; deterministic automation proposes schedules. Authorised users review, sign or approve each workflow.
One platform. Office to field.
Purpose-built for accountable field-service work.
Monthly AI credits included per user
Starter
Pro
Enterprise
Allowances are pooled by organisation. Additional usage is US$0.60 per credit. Base subscription prices are quoted separately; ask for a current plan quote.
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the clipboard?
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