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Kareenos for field service

A field service business lives between the phone, the van and the invoice. Customers want to know when the technician is coming, technicians run late, and jobs close without the photos and signature you need to bill.

Kareenos gives that back-and-forth to agents. They turn requests into jobs, keep customers informed, collect the paperwork before the van leaves, and follow up on quotes. Your dispatchers and technicians see their part in myKareenos.

Who it is for
Heating, plumbing, electrical, cleaning, repair and maintenance companies.
What comes in
Repair requests on WhatsApp and email, photos from customers, technicians’ updates, replies to quotes.
Your teams
Dispatch and the office on the web, technicians on the myKareenos app.
A good first agent
Dispatch. Paperwork follow-up usually comes next.

A day with agents on the team

What arrives, what the agent does with it, and who in your team sees it in myKareenos.

  1. 7:30 a.m.

    A customer sends a photo on WhatsApp: water under the boiler.

    The agent judges it urgent from the photo, opens a job in your Jobs sheet with the address and history, and offers it to the nearest free technician.

    Technicians accept the job on the myKareenos app, and dispatch sees it assigned.

  2. 10:45 a.m.

    A technician is running 90 minutes late on the second of six jobs.

    The agent re-orders the remaining jobs, messages the three affected customers with new windows, and offers the last one tomorrow’s first slot.

    Dispatch sees the new order and only steps in for a customer who refuses the new time.

  3. 1:20 p.m.

    A job is marked done with no photos and no signature.

    The agent messages the technician before they leave the driveway, collects the photos and a signature link, and attaches them to the job.

    Office sees the job ready to invoice the same evening.

  4. 3:00 p.m.

    A replacement quote has had no answer for five days.

    The agent follows up with the customer, answers the routine questions from the quote itself, and books a call with the estimator for the rest.

    Sales gets the call booked in the estimator’s calendar, and a task with the whole thread.

  5. 6:00 p.m.

    The day is done.

    The agent sends each customer a short summary with photos, and asks the happy ones for a review.

    Owner gets jobs done, jobs open and quotes waiting in one evening message.

The agents

Each agent has one job and reports to one of your teams.

  • Dispatch Agent

    Turns requests into jobs, assigns the nearest free technician, and keeps customers informed when plans change.

    Reports to Dispatch, in myKareenos

  • Paperwork Agent

    Makes sure every closed job has its photos, signature, parts and notes before the technician leaves.

    Reports to Office, in myKareenos

  • Follow-up Agent

    Follows up quotes, maintenance renewals and unhappy customers until there is an answer.

    Reports to Sales, in myKareenos

Your teams in myKareenos

People stay in charge. This is what each team sees, and where.

TeamWhereWhat they see
DispatchmyKareenos on the webThe day’s jobs, who is where, customers who refused a new time.
TechniciansmyKareenos appTheir jobs in order, customer notes, the photo and signature steps to close a job.
Office and salesmyKareenos on the webJobs ready to invoice, missing paperwork, quotes waiting for an answer.

What you need to start

Sheets to start with

  • Customers
  • Jobs
  • Technicians
  • Quotes

Channels to connect

  • WhatsApp
  • Email
  • SMS

Tools it can use

  • Calendar
  • Live location from the technicians’ phones
  • Your accounting system for invoices

Already run jobs in a system? Kareenos can read it where it is and keep it as your record.

Later, when you are ready

Nothing to build on day one. When the agents are running, the same records can grow into more.

Level 2 · See
A dispatch board with every job and technician, and a weekly report of jobs, revenue and callbacks.
Level 3 · Ship
A booking page and a customer portal at your own address, where customers request a visit and see their history.