Quotes, customers & calls
Customer service
Quote jobs, manage customer records, and review call history — the office front door before dispatch.
- Customer 360
- Quotes & memberships
- Call history
Live sandbox
Open the OneWork FSM sandbox
Shared demo tenant with sample HVAC field service data — no password. Pick a team role to see how your shop works, or open the customer portal to see what homeowners experience. Data resets nightly; do not enter real customer information.
Board, assign & SLA
Dispatcher
Land on the dispatch board — assign technicians, watch SLA badges, and keep the day's jobs moving. Sidebar stays focused on dispatch and service jobs.
- Dispatch board home
- Tech assignment
- SLA visibility
Mobile jobs only
Field technician
See the technician view from the field — a focused sidebar with only the mobile job list, plus completion notes, photos, and customer updates.
- Mobile job list only
- Completion & photos
- No dispatch clutter
AR, invoices & sync
Finance
Land on billing and accounts receivable — invoices, aging, procurement, and QuickBooks sync for the back office.
- Billing home
- AR aging
- QuickBooks sync badge
Owner overview & settings
Administrator
Land on the owner command center, then open Settings for team members, phones, payments, and integrations. Read-only in the shared sandbox — book a demo to change settings.
- Owner command center
- Team & roles
- Integrations hub
Or see what your customer sees
Quotes, pay & track
Homeowner
See the branded customer portal your homeowners use — approve quotes, pay invoices, and track the technician en route. No shop login required.
- Good / Better / Best quotes
- Pay invoice in portal
- Live visit tracking
CSR — 5 minute walkthrough
About 5 minutes · Try the full workflow in the shared sandbox.
0/6 steps
0% complete
- Open call workspace
- Find a customer
- Browse pricebook
- Review memberships
- Check exceptions queue
- Create estimate
Personas: csr, dispatch, tech, finance, settings