One platform for HVAC, gas, appliance and equipment-service teams — job capture, quoting and credit, parts and van stock, engineer scheduling, on-site proof and the ledger.
FMCG, building supplies, food, animal-health, gifting and bakery — on the same platform.
The same problems show up across gas and heating, HVAC, plumbing, electrical, white-goods, equipment-service and soft facilities-management (soft-FM) operators.
Planned preventive maintenance (PPM) contracts, quarterly inspections and weekly cleaning rounds, all run by hand on a planner’s spreadsheet. The schedule slips, customers miss their service-level agreements (SLAs), and the renewal conversation gets harder every cycle.
Too much boot stock ties up working capital across every van; too little drops first-time-fix and triggers a costly recall. Without live van inventory and clean depletion, both happen at once.
The engineer fills a paper job sheet, photographs it, drops it at the depot at shift-end — and the invoice goes out three days later. Without a digital close-out, cash flow lags every visit.
Dispatchers spend the day telling customers when the engineer will arrive, chasing the engineer for an ETA, and re-routing the next call — the workflow no operator wants to run by hand.
Right engineer, right parts, work proved before billing, SLA held.
Telesales, WhatsApp, the portal and PPM contracts all write to one job pipeline, with Standing Orders and Route Schedules raising the recurring work automatically.
Contract pricelists and per-job rates evaluate on every work order, and the live credit ledger checks limit and balance so blocked accounts surface at capture, not on site.
Boot stock loads against the day’s jobs to lift first-time-fix, and van and store stock decrement as parts are fitted so the back office sees the real remaining inventory.
Engineer scheduling and dispatch run on a vehicle-routing (VRP) engine that sequences a skill-matched, capacity-balanced round — the planner keeps the override — and Live Route Monitor tracks every engineer with geo-fenced arrivals.
The engineer captures a structured certificate or survey enforced before close — a gas safety record (CP12), F-Gas leak check or electrical condition report (EICR) — then takes signature, photos and geo-stamp in one pass, and the visit PDF emails automatically.
Invoices, credit notes and payments post to the sales and purchase ledgers (AR/AP) automatically so finance bills the same day, with Making Tax Digital (MTD) VAT across companies and currencies, or synced to your package.
Live dashboards on jobs, stock, cash and engineer performance drill from the headline to the visit, while SLA breaches flag before they hit and exceptions escalate on their own.
Representative results for a field-service operation moving off spreadsheets and paper job sheets onto RouteMagic.
Covetrus moves 200+ next-day orders a day across 20+ routes and a 25-strong mobile fleet, tracking jobs on paper until RouteMagic put ePOD, Live Route Monitor and live GPS in place — the same prove-the-visit, track-the-fleet, schedule-the-day shape a field-service operation runs. Now the dispatcher sees every vehicle live, each arrival is geo-stamped, and every job closes with digital proof of delivery instead of a paper sheet that turns up at the depot hours later. Delivery delays fell 87%, and the paper trail went away entirely.
Engineer scheduling and dispatch software: sequence the round by skill, capacity and time window, and track it live.
Job management and work-order capture from telesales, WhatsApp, the portal and PPM contracts on one backbone.
Customer master, credit class, contract terms and past-visit history at the engineer’s tablet.
Order-to-cash, AR/AP, MTD VAT and multi-company — built in or synced to your package.
The questions HVAC, appliance, equipment-service and soft-FM operators ask us most often during evaluation.
Field service management software runs a service business end to end from one platform: it captures the job, schedules and dispatches the engineer, tracks the parts and stock on the van, proves the visit on site with photos, signature and certificates, and raises the invoice. RouteMagic does exactly this for HVAC, gas, appliance, equipment-service and cleaning operators — the route, parts and proof-of-delivery layer, rather than a heavyweight FSM suite.
Any operation that sends engineers or technicians to a customer site to install, service, repair or inspect — gas and heating engineers, HVAC and refrigeration, plumbing, electrical contractors, appliance and white-goods repair, fire and security, and commercial cleaning. RouteMagic suits the ones running recurring maintenance visits and pulling parts off the van, whatever the trade.
Yes. RouteMagic is priced per user and starts small, so a handful of engineers get the same job capture, scheduling, van stock and on-site proof as a larger fleet, without an enterprise rollout. Most small operators are replacing a spreadsheet and a paper job sheet, and that is exactly the gap it closes.
Yes. Route Schedules carry each contract’s visit frequency and Standing Orders raise the work order or service line automatically, so planned preventive maintenance (PPM) and annual maintenance contracts (AMC) generate their own visits with locked-in pricing — the planner only handles exceptions. This is how the platform serves maintenance management and service-contract operators, in the UK and across the Gulf.
It covers the field side a maintenance contractor runs day to day — recurring visit schedules, engineer dispatch, parts off the van, on-site certificates and the invoice — as a lighter, route-led alternative to a full CAFM (computer-aided facilities management) or CMMS (computerised maintenance management system). If your operation depends on deep asset hierarchies and space management, a dedicated CAFM/IWMS may suit better; for getting engineers to site and proving the work, RouteMagic is the pragmatic fit.
RouteMagic is positioned as the route + parts + ePOD layer for a service business that wants one platform across delivery and engineer visits, not a heavyweight FSM. If your operation lives or dies on skill-based dispatch, certification-aware scheduling and asset-hierarchy-driven SLAs, a dedicated field-service-management (FSM) platform may be a better fit. If you’re running PPM rounds, boot-stock depletion and digital POD on what is today a spreadsheet, RouteMagic is the pragmatic alternative.
Route Schedules carry per-customer visit frequency (daily, weekly, fortnightly, monthly or custom) and feed the Route Planner; Standing Orders auto-generate the work order or service line on each scheduled visit with fixed or variable quantities and locked-in pricing per contract type. Planners only touch the exceptions on the drag-and-drop Route Planner.
Engineers pull parts from on-van stock at the site through Van Sales with on-the-spot invoicing; live van inventory decrements immediately so the next call sees the correct remaining stock; price overrides apply within configured limits for warranty or contract jobs. Returns and exchanges handle from the van’s stock too.
On-App Surveys are designed in the back office and assigned to delivery points, customer groups or routes. Question types include single- and multi-choice, numeric, free text, date, photo capture and signature; conditional questions appear or hide based on previous answers; required surveys can be enforced before the visit can be completed. Photos and responses sync to the ERP and appear in the Survey Report.
No — they overlap but do different jobs. A CRM holds the customer relationship: contacts, contract terms, credit and history. Field service management adds the operational layer on top — scheduling the engineer, the parts on the van, the on-site certificate and the invoice. RouteMagic carries a built-in field service CRM so the customer record and the job run on one platform, rather than two systems that have to be kept in sync.
Yes. The mobile field service app is offline-first — routes, customers, products, prices and surveys download at the start of the day; every transaction writes locally and queues; a background sync pushes everything back when signal returns, with conflict resolution and no data loss.
Yes. Order Management captures reactive call-outs from telesales, WhatsApp and SMS and the Client Portal, while Route Schedules and Standing Orders raise the recurring PPM and contract work automatically — all writing to one customer master and one job pipeline, so pricing, contract terms and credit apply the same way whatever the channel.
Either. RouteMagic has a built-in accounting layer — sales and purchase ledger, nominal ledger, cashbook and bank reconciliation, MTD VAT, multi-company and multi-currency. If you prefer to keep your package, a configurable connector syncs invoices, credit notes, payments and customers to Sage 50, Xero, QuickBooks Online, Tally and Zoho Books, with field and tax mapping and its own sync log for audit.
A configurable accounts-package connector syncs invoices, credit notes, payments and customers to Sage 50, Xero, QuickBooks Online, Tally and Zoho Books, with field and tax mapping and its own sync log for audit.
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