Demo template 05 / 05Cobalt Field Ops is a fictional companyAll 5 templatesCase study
Field service management

Every job, every technician, on one board.

Cobalt replaces the WhatsApp groups, the paper job sheets and the Excel roster that your service business currently runs on. Dispatch in the morning, signed job sheets by afternoon, invoices out the same day.

14-day trial · no card · your data exported any time

cobalt / dispatch board / todayLive
Dispatch boardJobsTechniciansCustomersAssetsQuotesInvoicesReports
18Jobs today
11Techs on shift
RM 8.4kInvoiced today
JobDescriptionTechnicianStatus
JOB-4821Chiller serviceMid Valley — Level B2HafizComplete
JOB-4822Compressor faultKepong — Unit 7RajOn site
JOB-4823Split unit installCyberjaya — Block CWei LunEn route
JOB-4824Pump no-start callKlang — Warehouse 2UnassignedOverdue 40m
JOB-4825AHU filter changeBangsar South — Tower ASitiComplete
Used by service teams inHVAC & refrigerationFire protectionLift maintenanceWater treatmentFacilities & M&E
The problem

Most service businesses lose money in the gaps, not on the jobs.

Gap 01

Jobs that were never invoiced

Work gets done, the job sheet stays in the van, and three weeks later nobody can prove what was replaced. Cobalt closes the job only when the sheet is signed.

Gap 02

Contract visits that were missed

Quarterly service visits under contract get forgotten until the client complains. Cobalt schedules the whole year at contract start and warns you two weeks out.

Gap 03

Second visits for a part you had

A technician drives back because nobody knew the part was on the shelf. Cobalt shows van and store stock on the job before dispatch.

What it does

Five things, done properly.

Module 01

Scheduling & dispatch

Drag jobs onto a technician's day, see travel time between sites, and reassign when a breakdown comes in. Technicians get the change on their phone immediately.

  • Day, week and map views
  • Skill and certification matching
  • Recurring contract visits generated for the year
Module 02

Mobile job sheets

The technician's app works with no signal and syncs when it finds one — photos, readings, parts used and the customer's signature on the screen.

  • Offline-first, syncs on reconnect
  • Before/after photos attached to the asset
  • Customer signs on the phone, gets the PDF by email
Module 03

Quotes & invoicing

Turn a completed job into an invoice in one click, with parts and labour priced from your rate card, then push it to your accounting system.

  • Quote → job → invoice in one chain
  • SST handling and e-invoice fields
  • Deposit, progress and retention billing
Module 04

Assets & contracts

Every chiller, pump and panel has a service history, warranty date and the last technician who touched it — searchable by serial number.

  • Full service history per asset
  • Contract SLA response-time tracking
  • Warranty expiry warnings
Module 05

Reports the owner actually reads

Revenue per technician, first-time fix rate, SLA breaches by client, and the jobs closed but not yet invoiced — the last one has paid for the subscription at every customer we have onboarded.

Rollout

Live in two weeks, not two quarters.

We import your customer and asset lists, configure your rate card and job types, and train the office in one session and technicians in fifteen minutes.

WeekWhat happens
Day 1Account set up, customer & asset data imported from your spreadsheets
Day 2–3Job types, rate card, contract templates and SLA rules configured
Day 4Office training — dispatcher and admin, 90 minutes
Day 5Technician app rollout, one crew first
Week 2All crews live; we sit with your dispatcher for the first two mornings
Get started

See it with your own jobs in it.

Bring a week of real jobs to the demo. We will load them and let you dispatch a day — it is the only way to tell whether the board suits how you work.