Field Service brings planning and field work together in Creatio. Dispatchers plan the day on one live board and technicians carry it out from their phones. An AI agent watches the plan and suggests improvements: it explains each change and waits for approval before applying it. Everyone works from the same jobs, routes and customer data, on the web and in the mobile app, even offline.

For dispatchers

• See the whole field at a glance. Jobs, routes and service zones are shown on one live map, alongside a schedule of each technician’s day. You can filter by job, technician or zone and spot unassigned and high-priority work straight away.
• Keep every technician in the right zone. Colour-coded workload shows who is overloaded and who has room. Move jobs to available technicians to protect both your team and your customer commitments.
• Let AI find the better route. You get a heads-up when a better plan saves travel time, for example “Saves 2 h 10 min of travel”. You can preview the change on the map, then approve it with one click or keep your plan.
• Ask your agent anything. Ask the AI agent in chat to balance today’s routes or to explain a suggestion. Before you apply a change, it shows the impact on travel time, utilisation and end-of-day completion.

For technicians

• Know your day before it starts. The app opens on what matters first: the next job, today’s progress, travel time and utilisation. Navigation is one tap away. When dispatch adds or changes a job, the AI tells you right away.
• Help with the job, not just the route. Ask “What do I have today?” to see every visit in order on the map. AI Twin also checks past visits and tells you what to bring, like the spare valve for a leak reported last time.
• Keep working without a signal. The board and your jobs stay available offline. Changes are queued and sync automatically when you are back online.

Why Field Service on Creatio

• One platform: field work shares customers, cases and history with service and sales.
• AI you stay in control of: every suggestion comes with its reason and impact, and nothing is applied without approval.
• No-code: adapt pages, fields and processes to your own service model.