Field & Service Operations
Structured Field & Service Operations
Work doesn't count until it's verified.
The reality of field operations
Field work breaks down when completion is assumed instead of verified.
Jobs are marked done before proof exists. Crews arrive without prerequisites. Billing waits on callbacks and paperwork.
- Work marked complete without proof
- Crews dispatched before prerequisites are ready
- Approvals handled verbally or after the fact
- Billing delayed by missing documentation
Why tracking and automation aren't enough
Tracking systems record updates. Automation moves data faster. Neither stops work from advancing when requirements aren't met.
- Status can be changed without proof
- Exceptions are invisible until disputes arise
- Managers manually chase confirmation
The problem isn't visibility. It's undefined process.
What structure changes
Approval gates
- Work cannot be dispatched without authorization
- Overrides are explicit and logged
Readiness gates
- Crews dispatched only when prerequisites are met
- Equipment, access, and approvals verified
Proof gates
- Completion requires photos, signatures, or checklists
- Proof tied to the exact job and timestamp
Audit
- Every decision recorded automatically
How work is allowed to move
- Job requested
- Approval verified
- Prerequisites confirmed
- Crew dispatched
- Proof captured
- Job completed
- Audit history retained
Steps cannot be skipped. The system requires readiness before progress.
What teams notice immediately
- Fewer incomplete jobs
- Less manager chasing
- Faster billing
- Clear accountability
- Fewer disputes