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Field Service

Dispatch it, do it, prove it.

Real route optimization, a three-view dispatch console, a governed catalog of field work, and GPS-backed proof — a technician tracking app built for India's field conditions, where the service engineer app keeps working offline and its local writes survive restarts and delayed sync. Prefer the persona story? See the Field Service solution.

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Dispatch consoleJobs today 31Unassigned 4Breaching soon 2
MapGanttBoardOptimize day
UNASSIGNED
⠿ JOB-1187 · AC unit down
⠿ JOB-1188 · Meter reading
⠿ JOB-1189 · Install
IS
KJ
SB
Imran S. — travelled path · replay
THE LIFECYCLE
PlanDispatchTravelExecuteProveClose
IN DEPTH

The field, run like an operation.

01 · ROUTES THAT THINK

Optimization on real roads, not straight lines

Multi-vehicle route optimization with shift windows, service times and workload balance over road-network travel times; beats generate visit plans automatically on schedule.

ROUTES THAT LEARN
Planned, optimized — and what actually happens
Alongside the plan, the system computes the sequence each technician really follows and keeps every version comparable.
Ask Sense: "Rebalance tomorrow around Deepa's leave."
Route optimization — Kothrud beat
PLANNED
Stops14Drive time2h 40mBalanceeven
ACTUAL · LEARNED
Sequence kept11/14Drive time3h 05mDetours2
Road-network travel times · shift windows · every version comparable
Dispatch consoleMap · Gantt · Board
Ravi K. — job 4 of 7
live position · travelled path on map
on timeOn route
Sunita M. — meter reading
drag-to-schedule on the Gantt
11:20Scheduled
Unassigned — pump inspection
drag-to-assign on the board
todayBacklog
Jobs, cases, visits — one console, thirteen field activities
02 · ONE DISPATCH CONSOLE, THREE VIEWS

Map, Gantt, Board — same backlog

Live positions and travelled paths on the map; drag-to-schedule with “Optimize day” on the Gantt; drag-to-assign on the board. Jobs, cases, visits — one console.

THE WORK CATALOG
Thirteen field-service activities, zero custom builds
Parts consumption straight onto the job card, time & expense into timesheets, meter readings, proof of delivery with signature, safety checklists, vehicle check-in, bill-on-site — each a typed, governed capture form.
Ask Sense: "Optimize Ravi's day."
03 · PROOF, NOT PROMISES

The trail is the timesheet

Geofenced check-in with server-checked gates (radius, hours, holidays, leave), background GPS trails from check-in to check-out, manager replay on the map — disclosed to the tech, visible to the manager.

OFFLINE TO THE CORE
The basement plant room is not an edge case
Every offline action is kept safely and sent exactly once when coverage returns, conflicts resolve field by field, and photos survive any restart — and the running job on the phone’s lock screen.
Ask Sense: "Replay Ravi's trail for yesterday."
Proof of visit — Shree Ganesh Stores
Check-in11:04 · inside 150 m geofenceGatesradius · hours · leave — passedTrailGPS, check-in → check-out
Offline sync — 14 actions, 6 photos
sent exactly once when coverage returned
Synced
THE MECHANISM

The dispatch board is a map.

UNASSIGNED JOBS
AC service — Baner
SLA today · 2 h est.
Compressor swap — Aundh
Parts on van
Leak check — Kothrud
Dragging to Ravi K.…
2 3 Ravi K. · en route
LOCK-SCREEN TIMER
00:42:17
On job · AC service — Baner
Drag a job onto a technician — dispatch is a gesture, not a phone call.
The travelled path is recorded per job, so time and distance are facts, not claims.
The timer runs on the lock screen — proof of time on site without babysitting an app.
THE DISPATCHER’S CONSOLE

One day. Three ways to run it.

The allocation console shows the same day three ways. A map with live resource positions, travelled paths and unassigned work in geographic context. A timeline of intraday lanes where dropping a job schedules it — and an Optimize day action fills the unassigned backlog into free slots. A board with an unassigned rail and a column per resource, drag to assign. Scope it to a branch, a partner, a resource group or the whole operation — and allocate any entity: visit plans, cases, service orders.

Work routes by queue, required skill, capacity and presence, with accept, decline, transfer and reassign as first-class operations and a supervisor snapshot of queue backlog and per-resource load. Scheduling covers more than people: demo vehicles, service bays and equipment are bookable resources with appointment types, slot templates, eligible-and-free search, and holds that expire.

Optimize day fills unassigned work — it does not rearrange assignments a person has already made.

04 · FIELD SERVICE AT A GLANCE

The capabilities, stated plainly.

Every row ships today and traces to a capability described on this page.

CapabilityxMatix Field Service
Map, Gantt and board dispatchNative
One-click day optimisation over real roadsNative
Skills-based assignmentNative
Structured work catalog, thirteen visit typesNative
Geofenced, selfie-verified attendanceNative
Background GPS trails, captured offlineNative
Appointment slots with real capacityNative
Full visit execution without connectivityOffline
Proof of delivery — photos and signaturesNative
Billing on siteNative
Map / timeline / board dispatchNative
Optimize day (fill unassigned)Native
Skills-based routingNative
Capacity and presence routingNative
Appointment slots and holdsNative
Bookable equipment and facilitiesNative
Offline job executionOffline
FEATURE HIGHLIGHTS

Everything in Field Service.

Map/Gantt/Board dispatch
The whole field on one screen.
Live technician positions, travelled paths and unassigned jobs, viewed as map, timeline or board — dispatch by dragging.
“Optimize day” scheduling
One click untangles the day.
The scheduler re-sequences the day's jobs over real roads with one button. The planner approves; the math obeys.
Road-network routing
Travel time from real roads, not straight lines.
Routes compute over the actual road network, across vehicles — arrival promises you can keep.
Learned route sequences
The route that actually works, remembered.
Planned, optimized and actually-driven sequences are kept and versioned — the system learns the way your best techs already go.
13-type work catalog
Every kind of field work, structured.
Installations to inspections, each visit type carries its own steps — parts flow to the job card, hours to the timesheet.
Geofenced attendance gates
On site means on site.
Check-in passes five server-checked gates, selfie included. Time on site becomes a fact, not a claim.
Background GPS trails
When a customer disputes the visit, replay it.
The route a technician actually drove, check-in to check-out, on a map — captured even offline, disclosed to the tech, and there when you need to prove the work happened.
Appointments & slot capacity
Promise a window you can keep.
Bookings draw from real slot capacity with holds — the calendar can't overpromise what the team can't deliver.
Skills-based assignment
The right tech, first time.
Work routes by skill, capacity and who's actually available — fewer repeat visits, faster closes.
Offline execution & outbox
The job doesn't care about the signal.
Techs work the visit fully offline — photos included — and everything syncs safely when coverage returns.
Lock-screen session timer
The running job, on the lock screen.
A live timer sits on the phone's lock screen from check-in to check-out — the tech always knows the clock is honest.
Proof of delivery
Proof captured at the doorstep.
Signatures and photos attach at the moment of completion — the dispute that never starts.
Bill on site
Invoice before the van door closes.
The tech raises the invoice at the customer's door — work done, billed, and collected in the same visit.
05 · COMMON QUESTIONS

The questions evaluators ask.

What is the difference between Service and Field Service?

Where the work happens. xMatix Service runs work that comes to you — check-in inspections, job cards, bays, warranty and AMCs at your own locations. xMatix Field Service dispatches work to the customer's site — scheduling, road-network routing, geofenced attendance and on-site proof of work. Both run on the same job card and the same data model, so a case can move between the workshop and the field without being retyped. Explore xMatix Service.

Does field service work offline?

Yes — technicians execute the whole visit fully offline, photos included. Work captured with no coverage queues in a durable outbox and syncs safely when the signal returns, even if the phone restarts first. Geofenced check-in, the activity steps, proof-of-delivery signatures and on-site invoicing all run from the device — the job does not care about the signal, and nothing is lost or retyped.

How are technicians dispatched and scheduled?

From one live screen. Dispatchers see technician positions, travelled paths and unassigned jobs as a map, a Gantt timeline or a board, and assign by dragging. “Optimize day” re-sequences a technician's jobs over real roads with one click — the planner approves, the math obeys. Work routes by skill, capacity and actual availability, and appointment bookings draw from real slot capacity so the calendar cannot overpromise.

Does it handle warranty claims?

Yes, end to end. Claims raise from the job card with the evidence attached, validate against each principal's configured warranty terms before submission, and then track through approval to settlement — so recoverable money stops dying in a drawer. Settlements reconcile to claim lines individually, which means the short-paid line shows itself instead of hiding in a lump sum.

Is proof of work captured on site?

Yes — several layers of it. Check-in passes server-checked geofence gates, selfie included, so time on site is a fact rather than a claim. Photos and checklists capture condition on arrival, signatures and photos attach at the moment of completion, and background GPS trails record the route actually driven — captured even offline and replayable on a map when a customer disputes the visit.

Are SLAs measured and enforced?

Yes. Case-level SLAs run in xMatix Support on the same data model: response and resolution targets track milestone by milestone, against business-hours clocks, with automatic escalation before the breach rather than a report after it. On the scheduling side, appointment windows draw from real slot capacity — the promise made to the customer is one the team can physically keep.

How are technicians assigned?

Three ways, all over the same records. Condition-based rules auto-stamp an owning resource on matching records as they arrive. Routed work finds people by queue, required skill, capacity and presence — with accept, decline, transfer and reassign as first-class operations. And a dispatcher can assign by hand on the map, the timeline or the board, where dropping a job schedules it. A supervisor snapshot shows queue backlog with per-resource presence and load, so overloading is visible before it happens.

Can it schedule equipment and bays, not just people?

Yes — bookable resources cover people, physical assets and facilities: a demo vehicle and a service bay are scheduled the same way a technician is. Appointment types and slot templates define what can be booked and when; an eligible-and-free search finds resources that both qualify and have the slot; and holds reserve a slot with an expiry while the booking completes. The booking wizard runs on web and mobile, and every resource has an availability calendar.

What happens when the day changes?

The console is built for it. The map shows live positions and unassigned work in geographic context; the timeline lets a dispatcher drag work between lanes; the board moves jobs between resources in one gesture. Optimize day fills the unassigned backlog into free slots — deliberately leaving assignments a person has already made untouched, so a dispatcher’s judgment is never silently overridden. Field execution keeps working offline and syncs when coverage returns.

How does a technician tracking app cope with India's network conditions?

By assuming the network is optional. Check-in and check-out carry geo-stamps, background route trails record with explicit disclosure to the technician even with zero signal, and the console shows live positions whenever coverage exists — with the full travelled path replayable on a map afterwards. Tracking that only works online is tracking that stops exactly where India's service work happens.

Does the service engineer app work offline?

Yes — offline is the default, not a fallback. Every screen reads a local store first, so the day's jobs, checklists, asset history and parts open with no signal; photos, signatures, readings and notes queue in a durable outbox and sync with no-duplicate delivery when coverage returns. An engineer can work a full basement or rural site day and lose nothing.

RELATED RESOURCES
Related product
Explore xMatix Service →
Related architecture
Inside route optimization →
Related guide
Browse the xMatix guides →
Related reference
What field service dispatch involves →
xMatix Sense · On This Data

Ask the day what breaches.

Senseacting as Sara Khan · audited
Which jobs risk breaching SLA today?
Two jobs breach inside working hours — both in the same zone as an idle technician. Redispatch for your approval?
Redispatch → approveShow details
Meet xMatix Sense →
BUILT ON THE PLATFORM
Add fields without codeChange forms in the studioAutomate approvalsPromote changes with undo
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