The All-in-One FSM Solution
Results Field
Service Management
In the fast-moving world of service operations, you need one platform that keeps everything, from job assignment and technician dispatch to on-site documentation and billing, in sync and under control.
The Results Platform delivers a 360-degree view of Field Service Management (FSM) that helps teams move faster, reduce errors, and serve customers with confidence.
Centralize Information
Streamline Operations
Impress Customers
Boost Productivity and Deliver Outstanding Service
Connected Teams & Data
Provide office staff, dispatchers, field technicians, and back-office finance a shared hub of truth from jobs to contacts, documents, invoices, and history, so every team member acts from the same page.
Automated Workflows
Replace manual triggers with standardized processes for job creation, scheduling, follow-ups and billing, reducing delays and avoiding missed commitments.
Mobile-Ready Field Execution
Technicians stay productive anywhere through our native mobile apps (iOS & Android) or web progressive-app. Capture signatures, take before/during/after photos, track inventory on-site, and immediately tie field activity back into your system.
End-to-End Efficiency
Convert estimates or service jobs into invoices seamlessly, integrate with your financial tools, eliminate manual data entry, and accelerate cash flow.
Key Capabilities
Expanded Portal to Support Production, Custom Manufacturing, and Timesheets
New “Workflow Status” Button for Rapid Progress Updates
Pause Jobs with Detailed Tracking and Flexible Reason Management
Manage Unit Pricing with Adjustable Access Controls
New Reports & Forms Tab
Generate Estimates with Flexible Access Controls
Generate Invoices with Comprehensive Access and Payment Options
Receive Payments with Permission‑Based Controls
Completed to confirm that all steps have been completed
Edit Job Notes Before Sharing with the Client
New Field Service Portal Enhancements
Create Invoices directly from the FSM Workflow, along with options to Open/Edit, View, Email, and accept payments using the “Pay Now” option. This access is managed via the “FSM Settings” tab in the User Profile to ensure proper authorization.
This improvement enables faster billing, seamless payment collection, and a better customer experience in the field.
What’s New?
Generate an Invoice from FSM Workflow: Users can tap “Generate an Invoice” to instantly create a formal Invoice (if permitted by the Administrator). Each Invoice includes:
- Linked Contact/Location for accurate Bill To and Ship To details
- The job’s base Billable Service is mapped to the Activity Record and configured with the correct SKU and billing rate by Service Type.
- All Products and Services marked as “Was Used,” along with Quantity Used and applicable Unit Price (editable if the user has permission)
Post-Generation Actions
Once the Invoice is generated, a 3-dot menu provides the following options:
- Open/Edit: Review and modify the Invoice before sharing with the client
- View: Display the generated Invoice on-screen for quick reference
- Email: Send the Invoice to the client using any predefined email template. The selected template opens with merged fields and the Invoice attached, allowing further edits of the email content before sending.
- Pay Now: Available when the Results Payments module is active. This option allows users to collect payment via credit card or ACH for a partial or the full balance due amount. Multiple payments can be accepted until the balance due is paid in full, including split payments across different payment methods.
Receive Payment Without Invoice
Why This Matters
- Faster Billing and Payment Collection: Generate Invoices quickly and deliver them directly from the field, reducing delays and accelerating cash flow.
- Flexible Payment Options: With the “Pay Now” and “Receive Payment” features, businesses can collect deposits as well as full or partial payments on-site, including multiple or split transactions.
- Controlled Access and Security: FSM Settings ensure that only authorized users with proper licensing can generate invoices and process payments, thereby maintaining financial control.
- Improved Customer Experience: Technicians can present and email an invoice and collect payment in a seamless process, making the experience convenient and professional for customers.
- Accurate and Automated Invoicing: By pulling directly from job data, invoices accurately reflect work performed, ensuring consistency and reducing manual effort errors.
The Bottom Line
With the Results Platform for FSM, you attain visibility, control and speed across your field operations: your teams spend less time chasing updates and more time doing the work that drives revenue. Connect your field and back office in one digital operational chain, so you can deliver exceptional service, every job, every time.
Once we reached a certain threshold, handling an office filled with paper files became overwhelming. Results enabled us to transition into a “paperless” company, compelling us to refine our processes. The fear of misplacing or losing files is now a thing of the past, as everyone within the company can easily access the real-time status of any project or service order.”
See the Results Difference
Book a personalized demo of our FSM solution today and discover how you can transform your field operations.
From Paper to Productivity
See how one HVAC company transformed into a paperless
office using Results.
