Field Service Hub
بواسطة Chronodat LLC
Field service for SharePoint - work orders, scheduler, CRM, and billing.
Field Service Hub is a SharePoint Framework (SPFx) solution for SharePoint Online that helps HVAC and field service teams dispatch work orders, schedule technicians, manage customers and sites, track assets and inventory, and bill completed jobs - directly within Microsoft 365.
Deploy the solution once to your SharePoint Online tenant app catalog, add the web part to any modern SharePoint page or publish it as a full-page app, and use the built-in setup wizard to automatically provision the required SharePoint lists. Field Service Hub provides dashboards, work order management, a kanban scheduler, customer and site CRM, technicians and skills, assets and inventory, estimates, invoices, contracts, configurable workflow email notifications, operational reports, and an audit log - while keeping all data securely within your Microsoft 365 tenant.
Ideal for
HVAC contractors, facilities and maintenance teams, property management groups, managed service providers, and any organization that needs dispatch, scheduling, customer records, and billing on Microsoft 365.
Key Features
- Role-based dashboards with KPI cards and charts (open work orders, overdue jobs, technician workload, revenue, and drill-down to lists)
- Work order register with status workflows, priorities, service types, and automatic numbering
- Scheduler and dispatch board - kanban view to assign technicians, balance workload, and move jobs through service stages
- Customer → site → asset hierarchy with service locations, contacts, and equipment history linked to work orders
- Technician roster, skills, and vehicles tied to dispatch and scheduling
- Inventory tracking for parts and materials used on jobs
- Estimates, invoices, and contracts with line items, templates, and billing status in SharePoint
- Configurable workflow email notifications for work order and billing events
- Operational reports with CSV export plus a searchable administrator audit log
- Organization setup: dropdown options, work order statuses and priorities, numbering, tags, and document templates
- Configurable roles, permissions, forms, form templates, appearance, and notification workflows
Microsoft Teams Integration
After deployment, administrators can use Sync to Teams from the SharePoint App Catalog to make the solution available in Microsoft Teams as a personal app or channel tab. Users access the same work orders, scheduler, customers, and reports directly within Teams - while SharePoint Online remains the system of record.
Email Notifications
Field Service Hub supports flexible workflow email delivery. Choose the option that best fits your environment in Settings → Email Integration:
- Microsoft Graph (tenant-resident, default): Notifications are sent from the signed-in user's Exchange Online mailbox. A tenant administrator approves Microsoft Graph Mail.Send once in SharePoint Admin Center → API access. Mail never leaves your Microsoft 365 tenant.
- Chronodat Mail API (optional): Chronodat's hosted mail service sends notifications with zero tenant configuration. Requires an active Chronodat subscription. When enabled, notification recipients, subject, and message body are transmitted to the Chronodat mail service.
- Power Automate (advanced): Not shipped with the product. You build and configure your own flows. No Mail.Send approval is required in this mode.
The app installs and runs without configuring email; only workflow notifications require a delivery option.
Security & Data Residency
- 100% tenant-resident: All work orders, customers, sites, assets, technicians, inventory, and billing data is stored in standard SharePoint lists inside your Microsoft 365 tenant
- No external data transfer by default: Default Microsoft Graph delivery keeps notification email inside your tenant
- Microsoft 365 security inherited: Uses SharePoint permissions, Microsoft Entra ID authentication, conditional access, and DLP policies
- Audit trail: Actions are captured through the built-in audit log, SharePoint version history, and Microsoft 365 audit logs
- You own the data: Uninstalling leaves your SharePoint lists and data intact
Component Information (SPFx component types in this package)
- Client-side web part - "Field Service Hub" - for modern SharePoint pages and (via Sync to Teams) Microsoft Teams channel tabs and personal apps
- Full-page app - the same "Field Service Hub" web part published as a SharePoint full-page application (SharePointFullPage host) for a dedicated full-width field service workspace
Prerequisites
- Microsoft 365 with SharePoint Online (SharePoint Server / on-premises is not supported)
- Tenant administrator permissions to deploy SPFx solutions to the app catalog
- Modern SharePoint sites
- Microsoft Exchange Online mailboxes (for Microsoft Graph workflow email notifications)
- Microsoft Teams (optional) for Teams integration
Limitations & Out of Scope
- SharePoint Online only - not supported on SharePoint Server or on-premises farms
- One license per site collection - data and configuration are scoped to the licensed site collection
- Setup wizard required - a site owner or administrator must run first-time list provisioning before most features are available
- No built-in ERP or accounting integration - operational data is exported via CSV; you connect downstream systems yourself
- Workflow rules - require Power Automate or a backend runner to execute; the app stores the configuration
- Role-based data visibility - members see scoped records; managers and administrators see broader or organization-wide data
Recommended Browsers
- Microsoft Edge
- Google Chrome
Licensing
One license is required per SharePoint site collection. The free trial can be converted to a full version by purchasing a license from our website.
Get Started
Click Get it now to start your fully featured 14-day free trial. Deploy the solution to your Microsoft 365 tenant App Catalog, add the web part to a SharePoint page (or publish as a full-page app), and launch the built-in setup wizard. After the trial period, the subscription is $499 per site collection per year, with unlimited users in the licensed site collection.
Help & Support
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