Field Services
Experience unparalleled efficiency and productivity in remote field services with a cutting-edge document management system integrated with automated workflows for business processes. Our dynamic platform revolutionises how field service operations access and manage critical documents, work orders, and service manuals in real time, eliminating the need and delays of physical paperwork.
  • Data capture: The Docuworx intelligent data capture capabilities using (AI) technology, including handwriting, empower field services organisations to effortlessly extract and analyse relevant information from various sources, such as forms, invoices, and reports, improving data accuracy and accelerating decision-making processes.
  • Digital Forms: Docuworx digital forms revolutionise field services organisations by providing a streamlined and efficient method for capturing, managing, and submitting critical data, including attachments in real-time, enabling faster data entry, improved accuracy, and simplified information sharing across teams.
  • Automated Workflows: Streamlined workflows enable seamless task assignment, progress tracking, and instant communication between field technicians and office personnel, ensuring efficient service delivery and quick issue resolution. The system minimises administrative overhead, reduces errors, and accelerates service cycles by automating work order creation, approval, and invoicing processes.
  • Accounts payable & receivable: Automating accounts payable and receivable processes empowers field services organisations with faster invoice processing, improved cash flow management, reduced errors, and enhanced financial visibility, enabling them to optimise their financial operations and focus more on delivering exceptional services to their customers.
  • OH&S, JSEA's, SWMS: Automating processes in field services organisations improves the documentation and compliance of OH&S (Occupational Health and Safety), JSEA's (Job Safety and Environmental Analysis), and SWMS (Safe Work Method Statements) by enabling efficient capture, storage, and retrieval of relevant documents, ensuring accurate record-keeping, facilitating automated approvals, and providing real-time access to critical safety information, resulting in enhanced compliance, reduced risks, and improved safety outcomes.
  • Project Management: Automating the workflows in project management processes with Docuworx enhances the efficiency and effectiveness of field services organisations by streamlining task assignments, facilitating communication and collaboration, and providing real-time visibility into project tracking and status, enabling seamless coordination and timely project delivery.
Key Features & Benefits
The Docuworx platform with automated workflows can make a field services organisation more agile by streamlining and accelerating critical processes, such as work order management, task assignment, and approval workflows, allowing faster response times, improved coordination, and increased adaptability to changing customer demands and operational needs.
Central Document Pool
The Docuworx intelligent document management system stores all relevant documents and information in a central pool, providing easy and quick access to essential resources, enabling field technicians to retrieve necessary documents, manuals, and guidelines on the go, ensuring they have the correct information on their fingertips to deliver efficient and effective services.
Security & Compliance
Docuworx's document management platform improves security and compliance for field services organisations with robust access controls, encryption measures, and audit trails, ensuring that sensitive information is protected and compliant with industry regulations, mitigating the risk of data breaches and maintaining the integrity of confidential data.
By providing secure access to essential documents and workflows from any location, allowing field service personnel to retrieve, update, and collaborate on information using mobile devices, and enhancing productivity and efficiency from remote areas, Docuworx makes field services organisations more mobile
Automated invoice Processing
Automated workflows improve the invoice processes for field services organisations by streamlining the entire invoicing cycle, from creation and submission to approval and payment, eliminating manual tasks, reducing errors, accelerating processing times, and ensuring timely and accurate invoicing for improved financial management.
Flexibility and Scalability
With a Docuworx document management system, field services organisations can experience enhanced flexibility and scalability, empowering them to effortlessly adapt to evolving business requirements, effortlessly manage growing document volumes, and confidently accommodate future expansion.
One Platform. Infinite Possibilities.

Experience the power to seamlessly adapt, innovate, and expand your operations in the dynamic field services landscape. With robust document management capabilities, automated workflows, and enhanced collaboration, the Docuworx platform opens up endless opportunities for growth, optimisation, and success.

Request a demonstration

Book a no-obligation demonstration to see for yourself how Docuworx and our world-leading implementation platform can transform your business. 

Alternatively, to discuss a specific solution for your business, please don’t hesitate to contact us.