PLATFORM FEATURES

Everything You Need to Run Field Service Operations

50+ capabilities across 9 functional categories — every one classified honestly as Live, Beta, In Dev, or Planned

What FlowNexus does

Everything you need. Nothing you don't.

Capabilities grouped by what they help you get done—each one tagged honestly with where it stands today.

Live shipped & readyBeta working & hardeningIn Dev active buildPlanned designed
📋

Work order lifecycle

From the first call to close-out — every status, schedule, and exception captured in one timeline.

6capabilities

Full work order lifecycle

Live

Draft, open, assigned, in progress, pending completion, completed, under review, closed—plus on-hold and cancelled.

One unified timeline per work order

Live

Status changes, schedule updates, on-site activity, and messages all flow into one chronological view per job.

Tasks and checklists with proof gates

Live

Define the steps that must be completed and the proof required before a task can be marked done.

Custom fields per work order

Live

Adapt work orders to your workflow without waiting for a release.

Reviews and sub-status transitions

Live

Reviews from customers and vendors; sub-status changes capture reason and context.

Cost capture (labor, travel, material, penalty)

Live

Every billable cost recorded against the right job, ready for billing and analytics.

🗓️

Scheduling & dispatch

Bilateral negotiation, on-site execution, and a readiness check that prevents bad assignments.

9capabilities

Fixed, window, and multi-day scheduling

Live

Three flexible proposal types with auto-accept rules and reconfirmation reminders that run on their own.

Counter-offer schedule and price—both ways

Live

Customers and technicians can counter the time or the rate. Replies come back in the same flow.

Live dispatch map

Live

Every open job on a map with marker clustering and status filters. Pick the map provider that fits your account—open source or commercial.

Dispatch readiness check before assignment

Live

One widget that tells your dispatcher exactly what is missing—location, pricing, schedule, custom fields, devices, documents, tasks—before a job goes out.

Site check-in and check-out

Live

Technicians check in within range of the site (with dispatcher override). En-route status is tracked.

On-site exception handling

Live

Pre-defined exception codes capture reality on site, with photo evidence required for the ones that matter.

Marketplace publish with notifications

Beta

Publish a work order to the marketplace; qualified technicians are notified instantly in-app and by email; counter-offer with pricing in the same flow.

AI dispatch recommendations

In Dev

A ranked shortlist of best-fit technicians—closest, most available, best skill match, strongest track record—right inside the assignment screen.

Skill-based dispatch enforcement

In Dev

Filter your roster automatically to only qualified technicians for each work type. Mismatches flagged before confirmation.

⏱️

SLA & business hours

Automated SLA tracking that respects your business hours and applies tiered penalties when commitments slip.

4capabilities

SLA policies per account

Live

Set response and resolution targets, link them to a business-hours calendar and rate card. Project-level overrides cascade as expected.

Business hours calendars (timezones & holidays)

Live

Calendars per account respect timezones and holidays so SLA math is right.

Continuous breach detection

Live

Background scans catch breaches as they happen, with grace periods and tiered penalties.

SLA auto-escalation rules

Planned

A rules engine to auto-reassign, auto-close, or escalate to managers based on breach severity.

🛠️

Devices & assets

Full device lifecycle plus AI-aggregated knowledge from the open web.

6capabilities

Device lifecycle from install to decommission

Live

Registration, warranty, preventive maintenance, hierarchy, health scoring, parts registry, time logging.

Preventive maintenance auto-scheduling

Live

Automatic creation of scheduled work orders against device PM cadences.

AI device knowledge enrichment

Live

Register a device—the platform pulls in manuals, repair guides, parts catalogs, and troubleshooting tips automatically.

Device data integration

Live

Pull device readings and meter data from leading fleet management providers, with secure OAuth. Configurable per account or per customer. More providers coming.

Devices required before opening a work order

Live

Configurable per project: block work orders from going open until a device is assigned.

Predictive maintenance

Planned

Combine device profiles, health scores, and service history to flag equipment likely to fail—before it lets a customer down.

💰

Pricing, settlement & invoicing

Rate cards and pricing snapshots are live today. Settlement and invoicing are in active development.

6capabilities

Rate cards with margin modes

Live

Labor, material, and travel rates with configurable margins.

Per-job pricing snapshots

Live

Pricing frozen at job time so what you quoted is what you bill, with margin breakdown.

Cost capture (labor / travel / material / penalty)

Live

Append-only cost components ready for billing and analytics.

Settlement & invoicing engine

In Dev

Automated settlement of visit charges and invoice generation for vendors and customers. Backend in place; the in-platform UI is being built.

Card payments & payouts

Planned

Pay vendors and accept customer payments inside the platform. Manual payment tracking exists today.

Native accounting, CRM, ITSM, and ticketing connectors

Planned

Turnkey integrations for the most popular tools in each category, on top of the existing automation layer.

👷

Vendor & technician network

Onboard vendors and technicians, manage profiles, and route work—without per-seat fees.

7capabilities

Full vendor management with approval workflows

Live

Create, approve, suspend, and reactivate vendors at the operations or platform level.

Vendor onboarding by invitation or self-signup

Live

Email invitations with secure token links, or vendors self-register and request approval.

Vendor business profile and identity

Live

Address, identity, headcount, and expertise (derived from the technician roster).

Multi-account enlistment

Live

A single vendor can serve multiple service-company accounts.

Self-served technician profiles

Live

Skills, certifications, availability, location, avatar—all editable by the technician.

Independent technician registration

Live

Independents can register and engage directly when an account allows it.

Vendor & technician scorecards

Planned

On-time rate, first-time-fix rate, SLA compliance, customer satisfaction. All inputs already exist.

🏢

Customer & project

A customer portal with real self-service, plus project management with scope enforcement.

6capabilities

Customer accounts, sites, and addresses

Live

Geocoded addresses with deduplication. Sites with a stable identifier per customer.

Project management with scope enforcement

Live

Lifecycle, dates, budgets, scope of work fields. Scoped sites and work types enforced when work orders are created.

Project onboarding wizard

Live

A guided flow with bulk site import.

Customer portal with project visibility

Live

View projects, track progress, review completed work, manage their own team accounts.

Customer self-service (submit / update / cancel)

Beta

Customers can submit, update, cancel work orders and respond to schedule and pricing proposals from their portal.

Per-customer portal branding

Planned

Layer customer-specific themes on top of your account brand.

🤖

Deliverables, AI & notifications

Photos, signatures, and documents—AI-described and AI-verified. An assistant that plans changes before it acts.

12capabilities

Photo, signature, and document capture

Live

Camera capture for photos and signatures on web and mobile. Files stored securely and attached to the work order.

Required deliverable slots per work type

Live

Slot definitions ensure nothing is missed; the readiness check surfaces any gaps.

AI verifies every photo and signature

Live

Each upload is described and scored automatically; configurable per account.

Automatic device manuals and parts lists

Live

For every device, manuals, repair guides, parts catalogs, and troubleshooting tips are pulled in and stored as a structured profile.

Single AI configuration for the whole platform

Live

One place to choose your AI model and credentials—reused across the assistant, verification, and device enrichment.

AI assistant that plans then executes

Beta

Reads broadly across the platform; writes by drafting a plan, showing you the change, and waiting for your OK. Available web and mobile.

Real-time in-app notifications

Live

Instant updates for assignments, schedule changes, SLA warnings, status transitions, and more.

Email notifications for major events

Live

Email coverage for assignment, counter-offer, reconfirmation, marketplace publish, SLA alerts, and status transitions.

Required deliverable types enforcement

In Dev

Enforce required document/photo types at completion based on per-account rules.

AI auto-approve at the review stage

In Dev

Photo verification IS live today. Auto-approving an entire review round when AI passes is being closed next.

Talk to FlowNexus to create a work order

Planned

Type or speak the request—the platform structures a complete work order for your review.

Insights AI on dashboards

Planned

Surface patterns automatically: cost overruns, performance trends, SLA risks—before they become problems.

⚙️

Platform, mobile & integrations

A real native mobile app, an open API, configurable security, and workflow automation included for every account.

15capabilities

Multiple customers, fully isolated

Live

Each customer’s data is fully separate from the next, with the right access for every role.

Right access for every role

Live

Operations, customers, vendors, and technicians each see what they need—and nothing they shouldn’t.

Real native iOS and Android

Live

Native maps, dark theme, accessibility tested, offline reading when signal drops.

Field execution and AI assistant on mobile

Live

Site check-in, exception logging, marketplace counter-offers, embedded AI assistant with role-aware suggestions and per-turn location and time context.

Open REST API

Live

Programmatic access to everything you can do in the platform. Documented and ready to integrate.

Workflow automation included

Live

Every account gets a workflow engine pre-installed with default automations and the freedom to build any others you need.

Background processing for heavy work

Live

Photo verification, thumbnail generation, email delivery, SLA scans, dispatch agent pipeline—all run reliably out of band.

Worker monitoring dashboard

Live

Operations visibility into background jobs, with retry and cleanup tools for platform admins.

Dashboards for every stakeholder

Live

Summary, time-series, status mix, SLA performance, FSM metrics, review scores. Week, month, and quarter date presets.

Production-grade security with configurable controls

Live

Hardened against the standard web vulnerabilities. Body-size, upload-size, and signup rate limits configurable from a Security Settings UI.

Container-friendly deployment

Live

Self-host with the deployment tooling we use ourselves.

Outbound webhooks on every event

Beta

Real outbound notifications fire on every work-order event, routed today through the included automation engine to reach anything else you use.

Direct webhook destinations per account

Planned

Send events directly to your own systems without going through the included automation layer.

Multi-language & regional configuration

Planned

UI translation and regional configurations for cross-border operations.

Self-service account signup

Planned

Service organizations spin up an account without our team in the loop.

The Problems Field Service Teams Face Every Day

Sound familiar? These are the issues FlowNexus solves

⏱️ Wasting Time on Forms

Customer calls with urgent problem. You spend 5 minutes clicking through dropdowns.

📧 Fragmented Chaos

Work orders in Excel. Dispatch via text. Updates in email. Nothing connects.

⚠️ SLA Nightmares

Realize you missed a 4-hour SLA when the angry customer calls.

❓ Vendor Black Box

Did the vendor fix it? Nobody knows.

🤷 Customer Questions

You charged us but we have no proof you were there.

📈 Growth Creates Pain

Added 50 new service locations. Spreadsheet workflows break.

Founding Customer Program · Q2 2026

Ready to run your field service operation without the chaos?

Join the Founding Customer Program. We'll set up FlowNexus around your operation, train your team, and run it with you.

  • Configured around your operation
  • Real implementation team, not a help desk
  • $0 per-seat fees on vendors and technicians