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Rover Field Services

Rover Field Services is a browser-based module that manages service work performed in the field. Technicians, dispatchers, and managers can create work orders, capture details, and link service events directly to equipment and customers.

Recent Enhancements

  • Multi-Tab Ticket Interface – open several service orders at once and switch between them easily.
  • Quick Search and Contact Enhancements – global search finds tickets or contacts by number, name or phone.
  • Status Management and Kanban Board – drag tickets between statuses and the system saves the change automatically.
  • Attach Photos and Signatures – add images or customer signatures directly to time entries or completion reports.
  • Email or PDF Output – after saving a ticket you can immediately email or download a service report.
  • Mobile Access for Technicians – the responsive interface works on tablets and phones for field updates.

Key Features & Capabilities

Work Order Management

  • Launch service orders linked to customers, equipment, or vendors
  • Track order and scheduled dates, assigned technician, and status
  • Orders are independent of sales orders but may be cross-referenced

Service Operation & Data Capture

  • Customizable checklists and operations by service type
  • Technicians log start/end times and notes on each job
  • Digital signature capture for proof of service

Scheduling and Status Tracking

  • Calendar-based scheduling with assigned technicians
  • Full audit trail of status changes and completion times

Reporting & History

  • Filterable history of all service orders with export options
  • Link orders to equipment serial numbers for complete traceability

Integration with Other Modules

  • Integrates with customer, invoice, and equipment records
  • API-driven for custom fields and external integrations

User Experience

  • Tabbed interface for general order details and work performed
  • Single pane navigation for lookups, data entry, and signature capture
  • Role-based visibility controls access to service orders

Typical Use Cases

  • Onsite installation, inspection, or repair
  • Warranty or preventative maintenance visits
  • Emergency service calls and ad hoc support
  • Documenting work for compliance and customer satisfaction