Field service
Every job, site, and quote in one place
Describe how your technicians work. SAPUGO sets up jobs, customer sites, equipment, and quotes, and you adjust the rest without code.
Free for up to 10 members · No credit card · Hosted in the EU
Proposed setup · Field service
Customers
Name · Phone · Email · Billing address
Sites
Address · Customer · Access notes · Installed equipment
Jobs
Site · Technician · Date · Status · Work done
Quotes
Customer · Line items · Total · Status
Sound familiar?
Where the day gets lost today
Jobs live in three places
The schedule is on a whiteboard, the details are in WhatsApp, and the quote is in a spreadsheet. Nobody sees the full picture.
Site history gets lost
Which boiler is installed where, when it was last serviced, and what the customer was promised sits in someone's head.
Quotes take too long
Copying customer details into a template for every quote costs time and leads to mistakes.
What SAPUGO sets up
Connected tables for your work
A starting setup like this is ready in minutes. Rename, add, or remove anything later.
Customers
- Name
- Phone
- Billing address
Sites
- Address
- Customer
- Access notes
- Installed equipment
Jobs
- Site
- Technician
- Date
- Status
- Work done
Quotes
- Customer
- Line items
- Total
- Status
Views
The same data, seen the way each person needs it
Today's jobs
A table of jobs for the day, filtered by technician.
Jobs by status
Saved tables for planned, in progress, done, and invoiced.
Sites
Every customer site in one table, with the equipment installed there.
Site record
Open a site to see equipment, past jobs, files, and comments.
Workflows
Routine work that runs by itself
Examples of workflows you can add with the visual editor or by asking the AI assistant.
Remind the customer
Send a confirmation email the day before a planned job.
Follow up on quotes
Flag quotes that have been open for more than 14 days.
Service intervals
Create the next maintenance job automatically when a service is done.
Permissions
Everyone sees what they need
Access is set per table, row, and field. A typical setup looks like this.
Your data
Hosted in the EU, kept apart from everyone else
Hosted in the EU
Your data is stored and processed in the EU.
Isolated database
Every workspace gets its own isolated database with its own credentials.
Change log on every record
Every change is kept, so you can see who changed what and when.
FAQ
Questions, answered
Can technicians only see their own jobs?
Yes. Permissions go down to rows and fields, so you decide that technicians only see jobs assigned to them, and never see prices if you prefer.
Can I bring in my existing customer list?
Yes. Import your customers and sites from a spreadsheet file, then link them to jobs and quotes.
Is the setup fixed?
No. The setup is a starting point. Add fields, tables, views, and workflows any time, without code.
Other starting points
Not quite your business?
Agency projects
“We are a design agency. We want to manage clients, projects, time tracking and invoices in one place.”
Wholesale orders
“We sell spare parts to workshops. We need products, stock levels, customer orders and deliveries.”
Recruiting
“We are a small recruiting firm. We track candidates, open positions, interviews and placements.”
Set up field service in minutes
Start with this setup and describe what is different in your company. SAPUGO adjusts it for you.
Free for up to 10 members · No credit card · Hosted in the EU