Resources
Guides, product news and practical advice on dispatch, scheduling, routing, attendance and payroll, for teams that do their work in the field.
Industry Insights
- First-Time Fix Rate: What It Measures and How to Improve It — How to define and improve first-time fix rate: the four causes of repeat visits, the order to tackle them in, and why published benchmarks mislead.
- Driver Shifts, Hours and Live Location for Small Delivery Fleets — How small delivery fleets can record driver shifts, hours and overtime, and see live location and routes only while drivers are clocked in.
- Movtro: A Simple Transportation Management System (TMS) for Small Fleets — How small trucking and haulage firms use Movtro as a simple TMS: load dispatch, driver shifts, live location, routes, proof of delivery and reports.
- Cleaning Staff Attendance and Job Tracking — How to know which cleaners were on site and when, prove each clean with a checklist and photos, and pay staff from recorded hours.
- Field Service Software for Electrical Contractors — Organise an electrical contracting business: callouts, small jobs and installations, with safety checklists, photos, parts and a record of every job.
- Construction Site Attendance Tracking — Recording who was on site and when: location-checked clock-ins that hold up, reminders for missed clock-outs, and hours that go to payroll.
- Construction Workforce Management — Managing construction crews across sites: attendance that holds up, site tasks and inspections with photos, expenses and monthly payroll.
- Appliance Repair Service Management — Running appliance repair: bookings, warranty checks, van parts, first-time fix and proof of each repair, for independents and brand service centres.
- Running a Smart Home Installation Business — How smart home installers can organise surveys, multi-visit installs, device records and after-sales support, and keep customers informed.
- Field Workforce Management Software: A Buyer's Guide — Which features matter, which are nice to have, and the questions to ask vendors before you move your field team onto new software.
- Why Offline Mode Is Non-Negotiable for Field Software — Offline field service apps keep work going and protect data quality. What real offline support means, why conflicts are the hard part, and what to ask vendors.
- Preventive Maintenance Software: Visits That Schedule Themselves — Preventive maintenance that schedules itself: recurring visits per asset, checklists, lead times and overdue flags, so no service gets forgotten.
- How to Choose Field Service Management Software — A practical process for choosing field service software: shortlist, scripted demos, a real-work trial, a simple scorecard and the final decision.
- Merchandiser Attendance and Store Visit Tracking — How to verify merchandiser store visits, capture shelf photos and checklists, schedule store rounds and track attendance without roll-calls.
- Industrial Equipment Field Service — How industrial equipment service teams can run service contracts, breakdown calls, parts and equipment history for factory customers.
- Elevator Maintenance Management — Run lift maintenance contracts: monthly visits per lift, emergency callouts, inspection records and parts, with a history for every lift.
- ISP Installation Management: Order to Active Connection — Run ISP installations from order to active connection: survey, drop, equipment, activation and handover, with fewer failed visits.
- Water Treatment and RO Plant Service Management — How water treatment and RO service companies can schedule filter changes, service plants, track consumables and keep records per unit.
- HVAC Dispatch Software: Getting Through Peak Season — What HVAC dispatch software needs on peak days: triage of no-cool calls, the right technician, live status, parts on the van and customer updates.
- Pest Control Field Service Management — Run a pest control business on recurring treatments, chemical usage records and clear service reports, with technicians working from their phones.
- Solar O&M: Managing Service After Commissioning — Run solar operations and maintenance after commissioning: scheduled cleaning and inspections, inverter faults, battery care and warranty claims.
- Maintenance Technician Management: Jobs, Skills and Parts in One Place — Assign maintenance jobs by skill and availability, track them to completion, and keep the parts, photos and asset history together.
- Facility Maintenance Requests: From Tenant to Technician — How to handle facility maintenance requests from submission to finished job: one queue, quick decisions, clear updates and a record of the work.
- Commercial Kitchen Equipment Service — How commercial kitchen equipment service companies can respond fast, schedule maintenance around service hours and keep equipment records.
- Insurance Survey and Claim Inspection Visits — How insurers and survey firms can run risk surveys and claim inspections with quick assignment, consistent evidence, proof of visit and clear records.
- Field Force Management Software: What to Look For — Which field force management features matter, which are oversold, and the questions that show whether a product fits your team.
- Facility Workforce Management — Manage facility staff across many buildings: attendance at each site, checklists as proof of work, recurring tasks and requests from building managers.
- Proof of Completion for Delivery and Installation Crews — How delivery and installation crews can capture photos, signatures and location at the door to settle disputes about damage and installation.
- HVAC Field Service Management: The Whole Job, Call to Sign-Off — How HVAC service teams take a call from the first ring to the signed service report: equipment history, dispatch, parts and checklists.
- Loan Officer Field Verification Visits — How lenders and microfinance teams can run field verification visits that can be proved, follow the same checks and respect applicant privacy.
- Maintenance Work Order Software: What It Needs to Do — What maintenance work order software needs: equipment history, recurring visits, checklists, parts and proof of work, plus questions for vendors.
- Equipment Service Management: Running a Service Business on Other People's Machines — Run an equipment service business: the installed base per customer, contract visits, callouts, parts and a service history for every machine.
- Telecom Field Workforce Management — Manage telecom field teams across tower sites, fibre routes and customer installations: dispatch, site access, checklists and site records.
- Fire Safety Equipment Service and Inspection — Inspect and service fire extinguishers, alarms and suppression systems on schedule, with a record for each item and proof of every visit.
- CCTV and Security System Installation Management — How to run CCTV and security installations from survey to handover, then maintenance contracts, with checklists, photos and a record of each device.
- Insurance Field Agent Tracking — How insurers and agencies can track field agents' attendance and client visits fairly, and where a field tool stops and an insurance CRM takes over.
- Solar Installation and Maintenance Management — Run solar jobs from site survey to commissioning and after-sales service, with checklists, photos, equipment records and crews tracked on site.
- Building Maintenance Management for Field Teams — How building and property maintenance teams can run tenant requests, planned servicing and technicians on several sites from one system.
- Field Service Software for Small Businesses — Field service software for small businesses: what to look for, what to skip, and how to switch in a week without disrupting a working day.
- Field Service Software ROI: What It Actually Saves — Where field service software saves money, how to estimate the return for your own business, and which claimed savings rarely appear.
- Managing Government Field Inspection Teams — How government inspection teams can plan inspections, standardise visits, prove attendance, and record and follow up findings consistently.
- Delivery Driver Attendance and Location Tracking — How to track delivery drivers' attendance, live location and expenses fairly, and when a delivery team needs fleet telematics instead.
- Plumbing Service Management — Run a plumbing business: emergency leaks, small jobs and installations, with the right parts on the van and a record of every job.
- Construction Equipment Tracking: Records, Custody and Service — How construction companies can track equipment: a register of every machine and tool, which site and person has it, and its service history.
- Field Sales Team Management: Visits, Attendance and Reporting — How to manage a field sales team: attendance, planned and recorded visits, daily reporting, and where a field workforce tool ends and a CRM begins.
- Construction Crew Payroll From Site Attendance — Paying construction crews from recorded site attendance: days worked, overtime, advances and deductions in one reviewed monthly run, with payslips.
- Telecom Tower Maintenance Teams — How to run telecom tower maintenance: scheduled site visits, emergency call-outs, equipment records and proof each remote visit happened.
- Running a Generator Maintenance Service Business — For generator service companies: log each set as an asset, send the right technician, record hours, parts and oil changes, and keep the history.
- HVAC Maintenance Agreements: Running Them So Every Visit Happens — Run HVAC maintenance agreements so every visit happens: scheduling per unit, pre-season timing, checklists, and a record that wins the renewal.
- NGO Field Staff Management: Attendance, Visits, Expenses and Pay — How NGOs can manage field staff across districts: attendance with location, visit evidence, expenses and advances, payroll and announcements.
- Field Inspection Management — Running field inspection teams: a checklist per inspection, photo and location evidence that holds up, findings turned into action, and clear records.
- Solar Equipment Records: Panels, Inverters and Batteries — How solar installers can keep records of inverters, batteries and panels per site, with serials, warranties and every service visit.
- Medical Equipment Service Management — How biomedical and medical equipment service teams can organise planned maintenance, breakdown calls and equipment records for hospitals.
- Recurring Pest Control Service Management — How to run recurring pest control contracts so no visit is missed and every treatment can be proven: schedules, checklists, stations and records.
- Medical Representative Attendance and Visit Tracking — What medical representative tracking should cover: attendance with location, verified doctor visits and expenses, and where a pharma CRM takes over.
- HVAC Parts and Van Stock Management — How HVAC businesses can organise warehouse and van stock, record the parts used on each job and cut second visits caused by a missing part.
- Field Force Tracking Software: What It Should Record — What field force tracking software should record, what it should leave alone, and how to introduce it while keeping your team's trust.
- The Customer Portal That Ends "Where Is My Technician?" — How a field service customer portal removes status calls, what to include, what to keep internal, and how to roll one out without annoying customers.
- Agriculture Field Teams and Farm Visit Tracking — How agriculture companies and programmes can plan farm visits, record advice and photos offline, and prove that field staff made the visits.
- Managing Fibre and Cable Installation Crews — How to run fibre and cable installation crews: daily install plans, proof of each installation, equipment records and fewer repeat visits.
- EV Charger Installation and Maintenance — How EV charger installers can run site surveys, installations, commissioning and maintenance, and keep a record of every charger installed.
- ATM and Vending Machine Service Management — How ATM and vending machine service teams can organise machines by location, respond to faults quickly and keep preventive visits on schedule.
Getting Started
- Field Service Management Software: A Practical Guide — What field service management software does, how to tell you have outgrown spreadsheets, what to check before you buy, and a realistic first month.
- How to Set Up Your First Job Workflow — Build a field service job workflow that works: the statuses worth having, checklists technicians will fill in, and a clear definition of a completed job.
Product Updates
- Movtro Now Includes a Complete HR Module for Field Teams — Movtro's HR module: leave, expenses, salary advances, payroll from real clock-ins, payslips and announcements, in the same app as field work.
- Movtro is now on Android — The Movtro field workforce app is on Google Play: clock in, run jobs, add photos and checklists, and keep working offline. Android 7.0 and newer.
Best Practices
- Proof of Delivery for Small Fleets: Photos, Signatures and Reports — How small haulage and delivery firms can capture proof of delivery with photos, signatures, checklists and a PDF report, and settle disputes quickly.
- Daily Dispatch for a Small Trucking or Delivery Company — A practical routine for dispatching a small fleet from your phone: set up customers and drops, assign drivers, order the day and close it out with proof.
- Van and Truck Stock: Recording Parts Used on Every Job — How delivery-and-install and service fleets can track stock on each van or truck, move it from the warehouse, and record parts and materials used per job.
- Pest Control Service Reports and Chemical Usage Records — What a pest control service record should contain, how to capture findings and chemical usage on site, and how to share the record with customers.
- HVAC Service Checklist: What Every Maintenance Visit Should Cover — A practical HVAC maintenance checklist for split, ducted and VRF systems, with the readings worth recording and the reason for each step.
- Construction Site Inspection Checklist — A practical construction site inspection checklist for safety, housekeeping, equipment and quality, and how to make sure findings get fixed.
- Technician Scheduling: Skills, Availability and Travel — Schedule technicians by skills, availability and travel time, leave room for the unexpected, and rebuild the day quickly when it changes.
- Time and Attendance for Field Teams: Clock-In to Payroll — Field team time tracking that reaches payroll intact: a clock-in technicians will use, a deliberate overtime policy, and a review before the period locks.
- Field Service Reporting: Reports People Actually Use — Field service reports people use: job, workforce, customer and asset reports, who each one is for, and how to make them drive decisions.
- Route Optimization for Field Teams: Cutting Drive Time — Cut drive time and fuel costs for your field team: how to cluster and order jobs, what to measure, and what route optimization software can and cannot fix.
- Mobile Workforce Management: A Practical Guide — What mobile workforce management covers, what the phone app must do without signal, and how to roll it out to a team that runs on WhatsApp.
- Solar Installation Checklist: Survey to Commissioning — A practical solar installation checklist: site survey, mounting, DC and AC wiring, earthing, testing, commissioning and customer handover.
- Cleaning Checklists That Prove the Work Was Done — How to build cleaning checklists that staff follow and clients accept as proof: structure, required steps, photos, check-ins and sign-off.
- Field Workforce Management vs Field Service Management — Field workforce management and field service management compared: what each covers, where they overlap and which one your business needs.
- Field Service Checklists: Getting the Work Done Right Every Time — How to write field service checklists technicians follow: specific steps, required items that cannot be skipped, and a record of who did what.
- Field Technician Tracking: Know Where Every Job Stands — Track technicians by job status, on-site check-ins and live location, so the office knows what is happening without calling anyone.
- Sales Rep Route Planning: A Practical Guide — How to plan sales rep routes for more visits and less driving: grouping by area, ordering stops, fixed appointments and what optimisation adds.
- Equipment and Asset Service History — Give every machine its own service history: visits, faults, parts and warranty in one record, so repeat faults and replacement decisions are obvious.
- Field Employee Expenses, Reimbursements and Advances — Handle field staff expenses and salary advances without lost receipts or double payments: submit with a photo, approve, reimburse once.
- Service Requests: From Customer Call to Scheduled Job — Capture every service request, decide quickly whether it becomes a job, and keep the customer informed, so requests stop getting lost between channels.
- HVAC Technician Certifications and Skills: Keeping Track — How to track HVAC technician certifications and skills, get warned before they expire, and send only qualified technicians to regulated work.
- How to Track Field Employees Without Losing Their Trust — Attendance, on-site check-ins and live location: what to track, what to leave alone, and how to write a policy your field staff will accept.
- Maintenance Technician Productivity: Where the Day Goes — Where a maintenance technician's day goes, how to measure it fairly without stopwatches, and practical changes that win time back.
- How to Manage a Distributed Field Workforce — Routines, records and habits for managing field staff spread across a city or country: start of day, visibility, problems, pay and trust.
- How to Digitize Field Operations in 30 Days — A four-week plan to move a field team from paper, spreadsheets and WhatsApp to one system, without stopping work or losing the team.
- Leave Management for Field Teams — How to run leave for field staff: clear leave types and balances, requests from the phone, approvals, holidays and a schedule that knows who is off.
- Daily Field Reports Managers Actually Read — Why typed end-of-day field reports fail, what to capture during the day instead, and a ten-minute daily check that tells a manager what matters.
- Field Technician Management: Skills, Certifications and Availability — How to manage field technicians: skills and certifications, availability, fair workloads, quality reviews and a working day that makes sense.
- Construction Daily Reports: What to Record and How — What a construction daily report should record, why it matters in disputes, and how to build most of it from records captured on site.
- Announcements Field Staff Actually Read — How to send announcements to field staff that reach the right people, stay findable and can be shown to have been read and acknowledged.
- Mobile Field Service App: What Technicians Actually Need — What technicians need from a mobile field service app: their day, the job, working offline, quick evidence, and nothing they will ignore.
- Payroll for Field Staff: Paying From Real Attendance — Run field staff payroll from real attendance: overtime, unpaid leave, expenses and advances in one reviewed run, with payslips your team can open.
- Work Order Management: From Request to Sign-Off — How a work order moves from request to sign-off: statuses, checklists, parts, photos, signatures and the reports it produces.
- Parts and Inventory for Field Service Teams — Managing parts across stores and vans: know what each holds, record the parts used on each job, and stop return trips for a missing part.
- SLA Management in Field Service — How to set field service SLAs you can keep, prioritise work by the promise, and measure on-time performance honestly, breach by breach.
- Field Service Automation: Rules That Save Dispatchers Hours — Practical field service automation rules for dispatch, quality and customer updates, with advice on starting small and avoiding alert fatigue.
- Field Workforce Scheduling: Skills, Availability and Workload — How to schedule a field workforce by skills, availability, workload and travel time, with practical rules and the mistakes that waste a day.
- Field Employee Attendance Tracking: Clock-Ins That Hold Up — Attendance for staff who never see an office: location-checked clock-ins, breaks, late and overtime rules, and a reminder when someone forgets.
- Technician Dispatch: Sending the Right Person to the Right Job — How to assign the right technician to the right job: balancing skill, distance, workload and customer promises, plus the metrics that show dispatch is working.
- Preventive vs Reactive Maintenance for Field Teams — What preventive and reactive maintenance really cost, when running equipment to failure makes sense, and how a field team can shift the balance.
- What Is Field Force Management? — Field force management explained: attendance, visits, location and reporting for teams whose job is to be out meeting customers.
- Field Workforce Productivity: Metrics and KPIs — Which metrics show whether a field workforce is productive, how to calculate them fairly, and how to use them without damaging trust.
- Field Force Automation: What to Automate First — Which routine field force tasks to automate first, from clock-in reminders to overdue job alerts, and which decisions to keep human.
- What Is Field Workforce Management? — How field workforce management works day to day: jobs, dispatch, attendance, location and payroll for teams that work away from the office.
- How to Track Sales Reps in the Field — What to record when tracking field sales reps, what to leave alone, and how to introduce tracking so your best reps accept it and stay.
- Proof of Service: Photos, Signatures and Location — Collect proof of service without slowing the job: photos, the customer's signature, where and when the work happened, and a checklist record.
- Field Operations Management: A Complete Guide — What field operations management covers, how the parts fit together, and where most field operations lose time, money and customers.
- How to Replace Excel and WhatsApp for Field Operations — Why spreadsheets and group chats break past a handful of field staff, what to move first, and a four-week plan to switch without losing a day of work.
- Field Service KPIs: Eight Numbers Worth Tracking — First-time fix rate, response time, SLA compliance, utilisation and four more field service KPIs: how to measure each and what moves it.
- Field Visit Tracking: Proof of Every Customer Visit — Record each customer visit with a location-checked check-in, notes and photos, and turn the day's visits into a report managers actually read.
Help Center
- Custom Fields, Your Own Words and Industry Templates — Add custom fields to jobs, customers, sites and assets in Movtro, rename job, technician and customer, and see what each industry template sets up.
- How to Build, Save and Schedule Reports — How to use Movtro reports: filter by period, customer, site, technician and job type, export CSV or PDF, save reports and email them on a schedule.
- How to Set Up the Attendance Policy — Configure attendance in Movtro: work day length, grace period, overtime, GPS on clock-in, live location, missed clock-in reminders and working hours.
- How to Change Your Plan and Billing Details — Managing your Movtro subscription: current plan, usage, changing plan or users, monthly or yearly billing, payment details and invoices.
- How to Create and Assign a Job — Step by step: add a job in Movtro, pick the customer, site and asset, set a due time and priority, and assign it to a technician.
- Getting Movtro on Your Phone and Working Offline — Use Movtro on your phone from Google Play, the website or your home screen, allow notifications and location, and keep working without signal.
- How to Set Up Job Stages and Required Checklists — How to configure the job pipeline in Movtro: stage names and order, site-only stages, rework behaviour, and required checklist items.
- How to Use the Dispatch Board — Use the Movtro dispatch board: view the day by technician, schedule and reassign jobs, get a suggested assignee and plan routes.
- How to Request and Approve Leave and Salary Advances — Set up leave types and holidays in Movtro, request and approve leave, manage balances, and approve salary advances that are repaid through payroll.
- How to Add Assets and See Their Service History — How to register equipment in Movtro with serial, model, warranty and status, link jobs to it, and see each asset's service history.
- How to Submit and Approve Expenses — Submit expense claims with receipts in Movtro, set the approval flow, approve or reject claims, and reimburse them directly or through payroll.
- How to Invite Your Team and Set Their Roles — Invite your team to Movtro and pick the right role: what each role can see, why salary has its own permission, and how to change or remove access later.
- How to Set Up Recurring Jobs — Set up recurring jobs in Movtro for maintenance plans and repeat visits: schedule, assets, checklist, technician, and how the visits are created.
- How Clock-In and Clock-Out Work, Including Offline — How to clock in and out in Movtro, take breaks, share your location while working, check your history and clock in with no signal.
- How to See Your Team on the Live Map — Use the Movtro live map to see where clocked-in staff are, read active and stale positions, and sort out people missing from the map.
- Troubleshooting Location, Notifications and Sync — Fix common Movtro problems: location not found, jobs that won't move or complete, missing map positions, notifications and offline sync.
- How to Choose Which Notifications You Get — How to set Movtro notification preferences: in-app, email, and phone and browser alerts for jobs, attendance, HR, messages and more.
- How Movtro Pricing Works — How Movtro's per-user pricing works: who counts as a user, how adding or removing people is billed, monthly or yearly, and why portal accounts are free.
- How to Plan a Technician's Route — Plan a route in Movtro: put a technician's stops in order on the dispatch board, see travel estimates and arrival times, and open directions.
- How to Create Custom Roles and Permissions — How to create custom roles in Movtro, pick their permissions, adjust the standard roles and give each person the right one.
- How to Run Payroll and Send Payslips — Run monthly payroll in Movtro: salaries, attendance inputs, adjustments, manual tax, approval, locking to issue payslips, and marking it paid.
- How to Add Customers and Sites, With Access Notes — How to add customers and sites in Movtro, set each site's map location for distance checks and routes, and write access notes for technicians.
- How to Share Job Progress With Customers — Invite customers to the Movtro portal to raise requests, follow jobs and approve work, and handle their service requests as a team.
- How to Manage Parts and Stock on Jobs — Set up parts, materials, warehouses and van stock in Movtro, post stock transactions, and record parts used on jobs so counts stay accurate.
- How Technicians Check In on Site and Complete a Job — A technician's guide to a Movtro job: moving through stages, checklists, photos, notes, parts, reporting problems, signature and completion.