Run field jobs, routes and technicians (Field Services, beta)

Requests, quotes, jobs with visits, a schedule with a map and route planning, service areas with travel time and fees, timesheets and invoices. Built for tradies on the road.

About 45 min1 waysChecked 31 Oct 2026

Before you start

Beta. revenu needs to request access for your account first. Ask us and we'll set it up.
The suburbs or postcodes you cover, and where each tech starts their day.
Your services with a rough time and price for each.

Doing it properly

Quote and invoice prices including GST for consumers, and show any call-out or travel fee before they book.
Put your licence number on quotes and invoices where your trade requires it.
Tell customers if you'll text or call them about their job, and include your business name in every message.
Only collect site photos and access details you need for the job, and don't share them outside your team.

How it works

Beta: ask us first
Field Services is in private beta. revenu needs to request access for your account first. Ask us and we'll set it up. Once it's on, Field Services appears in your left menu with a Beta tag. Screens may change while it's in beta.
Field Services
How it works
It runs the whole life of a job in one place. A customer asks for work (a request). You quote it if needed (an estimate). Once it's a go, it becomes a job at their address. A job holds the services, products, price, checklists, notes, invoices and payments, and has one or more visits: each visit is a trip out on a date and time with one or more techs. Visits land on the schedule, which has a map and can reorder each tech's day to cut driving. Service areas decide where you go, which techs cover them, and whether travel time or a call-out fee applies. Techs log time against visits on timesheets, and you invoice from the job.
Requests: where new work starts
A request records what the customer needs before anything is agreed: their details, the service address, a description, up to 10 photos, and any services or products. They come in from your booking page, from contacts (if Requests is on in settings), or your team adds them under Requests > New request or in the mobile app. Turn on Schedule site visit to send someone out to look first. Requests move through New, Scheduled, Action required, Converted and Archived. From the three dots, choose Convert to estimate or Convert to job.
Field ServicesRequests
Estimates: your quote
Field Services > Estimates > New estimate, or Convert to estimate on a request so the customer and the work carry over. Estimates waiting on the customer show on the Field Services home page.
Field ServicesEstimates
Quote follow-up SMSHi Sarah, just checking you got our quote from Northside Plumbing. Happy to answer any questions. Give us a call on 03 9000 0000.About 129 characters, 1 text per person. Check the cost
Shown with example details. Copy pastes the version that fills in your own business and each customer's name by itself.
Jobs and visits
Field Services > Jobs > New job (or Convert to job). Pick the customer and service address, add services and products, then save and click Schedule visit. A job can have several visits, like a quote visit then an install day. Each visit needs at least one service, which sets how long it takes and which techs can do it. Job status updates itself: Unscheduled, Scheduled, In progress, Action required, Ready to invoice, Closed or Cancelled. When the work is done, use the three dots > Close job.
Field ServicesJobs
tipAddresses outside your service areas are flagged on the job so you can check them before sending someone.
The schedule, map and routes
Field Services > Schedule. List view has Upcoming, Unassigned, Completed and Cancelled tabs. Calendar view shows each tech as a column with an Unassigned column for each day, in Day, Timeline, Week or Month layouts. Click Map to see the visits plotted beside the calendar. Unscheduled opens Jobs to schedule. Route optimisation reorders a tech's visits for the day to cut drive time and shows the time saved; lock any visit that has to stay put.
Field ServicesSchedule
Timesheets
Turn them on in Field Services Settings > Global settings > Preferences and features > Timesheets. Techs start and stop a timer on each visit (on the web or the mobile app), or add time by hand. Admins can fix anyone's entries, and every change is kept in the history.
Invoices and getting paid
Open the job. The Billing card shows the job total, what's been invoiced, paid and still owing. Click Create invoice. A job can have more than one invoice, for example one per visit. All invoices are listed under Field Services > Invoices. You can invoice without a payment provider; connect one if customers should pay online.
Field ServicesInvoices

1 ways to do it

Use Field Services if you send techs to customers' addresses and want requests, quotes, jobs, routes and timesheets in one spot. If you only need people to book a time with you, a normal calendar or a service menu is simpler.

Set it up in this order

Service areas
Field Services > Services & staff > Service areas. A Default area is made for you. Click New service area, name it, set the starting address, then choose Radius (a distance from your depot) or ZIP / Postal codes. Pick the techs who cover it. Under Travel fee & buffer, add a travel fee (charged once per job) and extra time before visits (time blocked before each job, on top of drive time). At the top of the page, choose Block booking or Allow booking with review for addresses outside every area.
Field ServicesServices & staffService areas
Outside your area messageThanks for your booking. Your address is just outside our usual area, so we'll check our schedule and call you to confirm the time and any travel fee.About 150 characters, 1 text per person. Check the cost
Staff
Services & staff > Staff. For each tech set working hours, the services they do, the areas they cover, and where their route starts and ends each day (home or the yard). Owners and office staff can use Field Services without being put on visits.
Field ServicesServices & staffStaff
Services and add-ons
Services & staff > Services. Each service has a time, a price and the techs who can do it. Add-ons are optional extras on a service. You can import services you already have.
Field ServicesServices & staffServices
Service nameHot water system replacement
Service descriptionRemove and replace a standard electric or gas hot water system, including disposal of the old unit. Allow 3 to 4 hours. Price confirmed after a site check.
Field Services Settings
Choose how customers book (book a time, or send a request), set up payments, and check the request form. Turn on Requests and Timesheets under Global settings > Preferences and features if you want them.
Booking page
Brand it in the Booking Page Editor. Customers enter their address, see open times based on your techs, areas and drive time, and book or send a request. Test it with an address inside your area before you share it.
Notifications
Settings > Notifications. Set confirmations, reminders and 'on the way' messages for customers, plus alerts for the assigned tech and whoever dispatches, by email, SMS or WhatsApp.
On the way SMSHi Sarah, your Northside Plumbing technician is on the way and should be with you soon. Any questions, call 03 9000 0000.About 121 characters, 1 text per person. Check the cost
Shown with example details. Copy pastes the version that fills in your own business and each customer's name by itself.
Your first job
Create a request or a job for yourself, schedule a visit, and watch it land on the schedule and the mobile app. Then you're ready for real customers.