Field service automation
- Invoice total
- $274.72
- Labor
- $135
- Parts, at your markup
- $84
Every figure on this page is computed from the inputs entered, by the method stated below it. FlatRateBook publishes no labor rate, no markup, no tax rate and no survey: the defaults are a worked example to replace with your own costs.
Field service automation, as the phrase is sold, is IoT sensors raising tickets, AI routing and integrations between a dispatch platform and an ERP. The small company that searches for it wants the four things it does by hand at nine at night done by the software: the invoice sent when the job is marked complete, the reminder when it is not paid, the follow-up booked when the report calls for one, and the paid invoice landing in the books. What automation has to do for a small field service company is take the record it already keeps and act on it, and it can only do that if the record is right: the rate the call was priced at, the invoice it produced and the status of the job. This guide is about that, and the free field service invoice software on this site adds up the call with no account.
Try the free field service pricing calculator Free to use. No account, no card, no trial clock.
The invoice, right first, then sent by itself
Automation sends whatever the record says, so the invoice has to add up before anything sends it: labor at the rate, parts at your markup, tax on the parts at your rate, the trip charge, the total. The free invoice on this site works that; the paid plan sends it when the job is marked complete and reminds the customer when it is not paid.
The follow-up and the reminder, from the job's status
A job that moves from booked to on site to complete to paid is a job the software can act on: a reminder when complete but unpaid, a booking prompt when the report called for a follow-up, a receipt when paid. The status is the automation; the paid plan keeps it and sends the reminders your customers receive.
The paid invoice into the books, without retyping
The last thing a small company does by hand is type the paid invoice into the accounts. The paid plan connects your own QuickBooks Online or Xero and pushes every paid invoice through, customer and all, so the books match the book. It runs no sensors and no AI routing, and says so.
Field service automation: common questions
What is field service automation for a small company?
The invoice sent when the job is complete, the reminder when it is unpaid, the follow-up prompted when the report calls for one, and the paid invoice pushed into the books, all from a job record that is right. The IoT and AI-routing reading is for large fleets; FlatRateBook does the small company's version.
Can I automate field service invoicing?
Yes, once the invoice adds up: the free invoice software on this site works labor, parts at your markup, tax on the parts and the trip charge on the page with no account. FlatRateBook Pro sends it to the customer when the job is complete, reminds them when it is unpaid, takes payment by a pay link to your own Stripe account and pushes the paid invoice into your books.
What should not be automated?
The price. The rate per hour, the parts markup and the trip charge are decisions from your own costs, and the tools on this site work them from your figures rather than setting them for you. Automation acts on the record; the record is yours to get right, and the calculator on this site is where that starts.
FlatRateBook Pro
Keeping what you make
The tools are free forever. Pro turns them into the book: every customer and every job kept, the rate the call was priced at and the invoice it produced filed against it, your name and logo on the paperwork, no watermark, and an export when the accountant asks.
- Download as PDF
- No FlatRateBook watermark
- Save every invoice and report and reopen it later
- Your company name and logo on the invoice
- Export every invoice and report in one go
- Invoice-sent and follow-up-due reminders emailed to your customers
- Connect your own Stripe account and get paid online
- Connect your QuickBooks Online or Xero
$59per month, whole crew
Start FlatRateBook Pro PricingRenews monthly at the price above until you cancel. We email you before any price change.
Will it do what you need for Field service automation?
Tell us what your service calls need and we will tell you straight whether FlatRateBook Pro does it today, whether it is coming, or whether you are better off with something else. A person reads these and replies.
Cite or embed this figure
On the worked example, an hour and a half of labor at $90 is $135, $60 of parts marked up 40% is $84, sales tax at 8% on the parts is $6.72 and a $49 trip charge brings the invoice to $274.72, every line shown separately.
Field service invoice software (Invoice total): $274.72, FlatRateBook, worked example.
Cite as: "Field service automation, FlatRateBook", updated 2026-09-03, https://flatratebook.com/field-service-automation/.