Field Requests

Empower technicians to request materials from anywhere - via app, SMS, voice, or AI chat - and track fulfillment in real-time.

6 Status States
5 Priority Levels
Voice & SMS Input
FSM Integration

Request Lifecycle

Pending
Request submitted
Click for details
→
In Progress
Being fulfilled
Click for details
→
Partial
Some items fulfilled
Click for details
→
Completed
All items received
Click for details
Convert to PO or Pick List
Can be rejected
Can cancel anytime

Capabilities

Create Requests
Multiple input methods for any situation
Mobile App SMS Voice AI Chat Phone Call
Priority System
Flag urgency for faster fulfillment
Low Medium High Urgent Contact Me
Material Selection
Search catalog and specify needs
Catalog Search Quantities Notes Unrecognized Items
Convert to Actions
Turn requests into orders
Create RFQ Create Pick List Create PO Bulk Convert
Track Fulfillment
Per-item status and quantities
Per-Item Status Received Qty Location Activity Log
Voice & AI
Hands-free request creation
Voice Input AI Processing Material Matching Clarification

Configuration

Feature Access
Tech, Manager, Admin roles
Default Priority
Set default for new requests
Location Required
Require job/truck location
Notifications
Alert on new requests

Connected Systems

ServiceTitan
Jobber
HouseCall Pro