Service companies

Run service jobs from lead to invoice-ready

Track client sites, work orders, and technician status without forcing your process into a rigid SaaS template.

  • Work orders
  • Client sites
  • Field teams
Job lifecycleBoards for scheduled, in progress, and completed work
Client contextSites, assets, and contacts linked on every job item
SLA visibilityCustom fields for priorities, territories, and deadlines
Role-based accessDispatchers, field staff, and managers see what they need

Built for service teams

Run jobs from lead to invoice-ready

Gzodo flexes to your service process — not the other way around. Configure fields and boards per team or region.

  • Job tracking

    Boards for scheduled, in progress, and completed work.

  • Client records

    Link sites, assets, and contacts on every item.

  • Automation

    Notify teams when priorities or SLAs change.

How service teams work

From intake to completed job

  1. 01

    Capture the work order

    Create items from calls, forms, or imported legacy job lists.

  2. 02

    Schedule on boards

    Move jobs across stages as technicians are assigned and work begins.

  3. 03

    Track in calendar view

    Plot visit dates and SLAs on a shared timeline for dispatchers.

  4. 04

    Notify on status change

    Automate emails and field updates when jobs complete or escalate.

Use cases

Service companies configure Gzodo for

  • HVAC & facilities

    Track recurring maintenance and emergency calls per site.

  • Cleaning & landscaping

    Route daily jobs with owner and territory fields.

  • IT & field support

    Kanban for tickets with SLA dates on calendar view.

  • Multi-crew dispatch

    Project roles so each crew sees only their assignments.

Operations platform

CRM, scheduling, and automation together

  • Custom fields for equipment, SLAs, and territories
  • Email sync for client communication history
  • Import legacy job lists from Excel
  • Project-level roles for dispatchers and field staff

Related features

Lakeview OfficeIn progress · 11:30 · Team B

FAQ

Questions from service company teams

Does Gzodo replace field service routing?

Gzodo focuses on flexible CRM and workflow. Many teams pair it with existing routing tools via imports and HTTP automations.

Can dispatchers and technicians see different jobs?

Yes. Project roles limit which items each crew or dispatcher can view and edit.

Can we import old job lists?

Yes. Map Excel or CSV columns to job, site, and SLA fields, then continue on boards and calendar.

How do we track SLAs?

Use date and select fields for priority and deadlines, plot them on calendar, and trigger workflows when status changes.

Ready to track your next job in Gzodo?

Set up a workspace, define your job stages, and invite dispatchers and field staff.