Keep the job connected from booking to sign-off.
Plan the engineer, parts and time around the service job. Keep van stock, work records and customer sign-off together so the office can follow what happened.
Is the engineer ready for the visit?
Review the job, required parts and schedule before the visit. Keep recorded time, used parts and customer confirmation with the work.
- Jobs with booked visits, assigned engineers and a parts list
- Each van is a real stock location, so what leaves the van leaves your stock figures
- Parts used on site come off the van and go on the job's invoice automatically
- Engineer time recorded against the job, chargeable or not
- Return visits linked to the original job instead of raised as new ones
- Customer sign-off captured on site and kept with the job
See the decision in context.
Follow the records behind an everyday question, then review the next step with your team.
Are the parts ready for the visit?
The job and van stock are reviewed together.
Field serviceIllustrative records| Part | Required | In van | Next step |
|---|---|---|---|
| Valve kit | 2 | 2 | Available |
| Mounting bracket | 1 | 0 | Collect before departure |
Collect the bracket before the engineer leaves.
Keep the parts requirement with the job, then record the parts used, time worked and customer sign-off.
What it doesn't change.
This industry configuration brings together relevant Cobalt workflows. It is not a separate product or a separate set of books. The six onboarding categories are listed on the What’s included page; the industry examples here show how the wider system can be configured.
No separate industry fee
There is no separate charge for an industry configuration. The underlying capabilities and limits still depend on your subscription plan.
Switchable later
Review your configuration as the business changes. Existing records remain in the same system.
You don't have to pick one
Without an industry configuration you can use the standard workspace. The modules and limits available are those included in your plan.
Related pages.
Frequently asked questions.
Does van stock add up properly?
Yes. Each van is a normal stock location. Parts used on a job come off that van and go into the books the same way a warehouse pick does, so there is nothing to sort out afterwards.
Does this configuration cost extra?
There is no separate industry-configuration fee. Features such as manufacturing, advanced warehouse operations and group reporting still require the relevant subscription plan.
Can I switch this configuration later?
Review the proposed configuration changes with your team before applying them. Check permissions, workflows and plan requirements rather than treating a configuration change as a data migration.
Is this configuration available now?
Yes. Review the workflows described on this page against your requirements and the plan comparison before rollout. Wholesale and subscription packs are also generally available.
Start from a setup that fits your business.
The field service & installation industry configuration has no separate fee. Check the underlying plan requirements and discuss your setup with us.
Book a demo