How do you connect FieldEdge to your inbox so that a service request by email becomes a work order on the dispatch board?
You connect FieldEdge to your inbox by putting Bombos next to it, so a service request that arrives by email becomes a proposed work order in FieldEdge. Bombos reads the email, looks up the customer, the equipment and the service agreement in FieldEdge and checks which technician has the right skills and room. The proposal is ready with the reason attached and the message to the customer underneath, and after your approval in Bombos the work order is in FieldEdge. Bombos works next to FieldEdge, not instead of it.
What Does FieldEdge Already Do, and What Not?
FieldEdge already handles a lot by itself. From the centralized dispatch board you assign work orders with drag and drop and match jobs to technicians by skill, location and availability. Every customer record carries the full service history, equipment details and service agreements, and you can confirm payment status before scheduling new work. Two-way texting and email marketing keep you in touch with customers.
The request itself still has to reach FieldEdge. A homeowner emails that the furnace keeps short cycling and attaches a video. A builder mails an order for equipment in three new homes. A service agreement customer replies to a tune-up reminder with a question about a rattling noise. Someone in your office reads it, finds the customer, checks the agreement and decides who goes, in between phone calls.
Bombos prepares that decision. It reads the email and the attachment, looks up the customer, the equipment and the agreement in FieldEdge, checks which technicians have the right skills and room in their day, and prepares a proposal for the visit with the reason attached and the message to the customer underneath. An agreement that lives only in your dispatcher's head, such as which technician is certified on a particular brand, Bombos asks about and records.
Which Tasks Run on FieldEdge?
Each task below starts with an email and ends, after your approval in Bombos, as a work order or a message in FieldEdge. Service requests are the obvious first task, because a customer without heat is waiting. Builder orders come next: Bombos reads the order and prepares the work orders it contains. Maintenance under a service agreement, the quote request that comes in on a Friday evening and the reminder for tomorrow's appointments all draw on the equipment and agreement details already in FieldEdge. The order is yours to pick, starting from the work that keeps your office busiest. You start with one task. After that, your own team teaches Bombos the next one, and you do not need to be technical for that.
What Changes in Your Week?
Your dispatcher starts the day with the emailed requests already turned into proposals, each checked against the equipment on record, the service agreement and the skills of your technicians. The time goes to the exceptions instead of the lookups. Agreement customers get the quick answer you promised them, and technicians leave with the right parts in mind. The same team does more work, at a higher quality, for less than half a day a week of the extra dispatcher you would otherwise hire.
You start with one task, and we set it up together with you, with your own FieldEdge and your own inbox. Every time you adjust a proposal, Bombos applies that choice to the next one. When the first task runs, your own team teaches Bombos the next, and from then on you do it yourself.
What Doesn't Go Out Without Your Approval?
Bombos creates no work order in FieldEdge, assigns no technician on the dispatch board and sends no text or email to a customer until someone at your company presses Approve in Bombos. A request from a service agreement customer waits for that approval as well. That limit is always on. Only Bombos can switch it off, at your explicit request and at your own risk.
For every step you can read back afterwards what happened and why. For the work inside your office, such as looking things up, checking and preparing, you decide how much Bombos does ahead of time; messages to customers and payments always wait for your approval. A proposal can be wrong, even when the reason sounds believable. When in doubt, Bombos asks instead of guessing.
Bombos also works with Jobber, Housecall Pro, and ServiceTitan.
All tasks Bombos takes on are listed under use cases.