Field service
The field-service preset installs a dispatch board of work orders, customer sites in assets, parts from inventory, quotes to invoices, checklists and signatures.
The field-service preset is for an app in the style of ServiceTitan or
Jobber. The office quotes a job, a dispatcher puts the work order in a
technician's slot on the board, and the technician works through the day
plan, fills in the checklist on site, records the parts used and has the
customer sign.
Config
import { defineConfig } from "better-supabase/config";
export default defineConfig({ preset: "field-service" });npx better-supabase init --preset field-service starts a new project from
it, and npx better-supabase apply --preset field-service adds it to one you
have (CLI).
Blocks
The preset is saas plus these blocks, and
whatever they require:
| Block | Role in the app |
|---|---|
| parties | Customers and their contacts |
| dispatch | Work orders, the schedule board, day plans and parts used |
| assets | Customer sites and the equipment installed there |
| inventory | Van and warehouse stock the parts come from |
| quotes | Quotes the customer accepts through a public link |
| invoices | Invoices from accepted quotes, with payments |
| forms | Job checklists and inspection forms |
| signatures | The customer's signature on a frozen version of the job sheet |
| attachments | Photos before and after the work |
How the blocks connect
A work order sits at an asset location or an address. board returns the
scheduled work orders per technician and day with the backlog, and
technicianDay returns one technician's jobs in route order. The
technician moves a job to en route, on site and done, and records each part
with the catalog variant and stock location it came from, since catalog
and inventory are installed (dispatch).
A quote the customer accepts becomes an invoice. The checklist is a form submission linked to the work order, and the signature is taken on a frozen version, so what the customer signed never changes.
With ReUI
- Event Calendar for the dispatch board, one row per technician.
- Data Grid for the backlog, with Filters on priority and customer.
- Stepper for the on-site flow: checklist, parts, photos, signature.
Last updated on
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The property preset installs units in assets, leases with rent and deposits on the ledger, maintenance requests, tenants with a portal and attachments.
Clinic and therapy
The clinic preset installs appointments, intake forms, note templates, consent signatures, field encryption for sensitive values, a client portal and reminders.