CAPABILITIES / FIELD SERVICE & JOB MANAGEMENT

Keep jobs, crews,
and equipment connected.

Plan a tailored ORCA implementation for construction jobs, facility maintenance, electrical work, plumbing, and service teams—connecting the job, its priority, the people doing it, and the hours behind it.

ONE PLACE TO START

Shape the workflow
around the work on site.

Start with the jobs you manage and the handoffs you want to improve.

TAILORED IMPLEMENTATION

Built around your service workflow.

ORCA has existing work-order, time-tracking, and asset-management foundations. Field-service scheduling, crew coordination, and job-site workflows are scoped, configured, and developed with your team as part of an implementation.

SCHEDULING & PRIORITIES

Give the next job
a clear place in the plan.

We’ll adapt ORCA’s work-order foundations to your job stages, planned dates, priorities, and ownership. Together, we’ll define how the schedule changes when an urgent repair arrives or a site is not ready.

EXAMPLE DAY / SERVICE TEAMInteractive concept · fictional jobs
JOB CONTEXT / IMPLEMENTATION CONCEPT

Restore the circulation pump

Site
North facility
Responsibility
Morgan
Priority / state
Urgent repair
Define the next step

Agree how an urgent repair is assigned and how other planned work is reviewed when priorities change.

Select a job to explore the proposed information model. This is not a live dispatch screen and does not schedule or assign work.

TIME CLOCKS & JOB HOURS

Keep the hours
connected to the work.

ORCA already supports clocking time, task-linked entries, timesheets, and manager review. Your implementation defines how technicians or crews select jobs and how managers review hours across the work.

THE JOB

Pump service

North facility
Equipment: Pump P-12

RECORDED TIME

1.5 hours

Morgan · service work
Illustrative time entry

MANAGER REVIEW

Hours with context

Review the work and recorded time through the agreed workflow.

Conceptual job-to-time connection. Existing time tracking is available; field job selection and relationships are defined in your implementation.

Explore existing Time & Workforce capabilities →

ASSETS & MAINTENANCE

Give equipment
a usable service history.

ORCA’s asset foundations include equipment records, notes, maintenance schedules, and recorded maintenance. We’ll scope how those records relate to your facilities, customer sites, and service jobs.

ASSETS & MAINTENANCE

Keep equipment history
close to the work.

See what needs attention. Record the service. Keep the history with the equipment.

Explore assets & maintenance
A maintenance reminder becomes service historyAn illustrative air compressor has a filter inspection due. A service record documents a filter replacement, then the new event appears above an older inspection in the equipment history. EQUIPMENT / AC-07A RECORD THAT STAYS WITH THE ASSET Air compressorWorkshop / AC-07 AC-07 Filter inspection due ✓ Service recorded Record maintenanceAir compressor · AC-07SERVICEFilter inspectionSERVICE NOTESFilter replaced. Housing cleaned.Recorded by AlexSave service record Equipment historyAir compressor · AC-07TODAY / SERVICE RECORDEDFilter inspectionFilter replaced. Housing cleaned.Alex · Maintenance recordPrevious inspectionPressure gauge checked.Equipment history retained 01 / REMIND02 / SERVICE03 / RECORD
EQUIPMENT, WITH HISTORY Illustrative workflow

BUILT FOR YOUR TYPE OF WORK

Different trades.
A shared need for clear handoffs.

These are starting points for implementation design, shaped around your team’s actual process.

FACILITY MAINTENANCE

Recurring work meets an urgent repair.

Scope how planned maintenance, priorities, equipment, and service records stay connected when the day changes.

Plan → Service → Record
ELECTRICAL & PLUMBING

A visit needs a clear next step.

Define the site details, responsibility, hours, and follow-up information the team needs to continue a job.

Visit → Review → Follow up
CONSTRUCTION & SITE CREWS

The site plan changes.

Agree how readiness, job stages, crew ownership, and recorded time should work across your projects.

Plan → Adjust → Continue

FROM SCOPE TO WORKING PROCESS

Prove the workflow
with a representative job.

We’ll identify the existing ORCA capabilities to use, the field-specific changes to build, and the acceptance checks needed before rollout.

01 / MAP

One representative job.

Walk through the request, site visit, time entry, and completion record.

Define the handoffs
02 / SCOPE

A concrete implementation plan.

Separate existing ORCA foundations from configuration, integrations, and development needed.

Agree what to build
03 / PILOT

Test it with the team.

Validate the workflow, devices, access, and acceptance checks before wider rollout.

Prove the working process

START WITH THE PROBLEM

Keep on-site work organized.

Explore how the job, the schedule, and the service history can support clearer decisions throughout the day.

Explore on-site work coordination ↗

COMMON QUESTIONS

Plan the fit before rollout.

Is this a ready-to-use field-service package?

This is a tailored implementation offering. ORCA supplies existing work-order, time, and asset foundations; the field-service workflow and any required development are agreed during scoping.

Can this fit electricians, plumbers, or facility teams?

Those are intended use cases. We’ll review your job types, scheduling needs, equipment, and completion process to define the fit.

What about mobile access, dispatch, or integrations?

Bring those requirements into scoping. Device workflows, connectivity needs, dispatch behavior, and integrations need to be agreed and validated for your implementation.

BUILT AROUND YOUR BUSINESS

Shape the solution around your service operation.

Work orders are a foundation for a tailored implementation. Bring your scheduling, technician, asset, and service-history needs so we can scope and validate the workflow—or discuss a standalone custom application.

01 / TAILOR ORCA02 / EXTEND THE PLATFORM03 / BUILD STANDALONE SOFTWAREExplore custom software solutions ↗

LET’S WALK THROUGH IT

Bring the way your team works on site.

We’ll turn your scheduling, job tracking, time, and equipment needs into a concrete implementation plan.

Plan your implementation ↗