Omni for field service: van stock, accounts, invoicing
HVAC, plumbing, electrical, pest, landscaping. The office half of the work.
The job happens at their address. Everything that decides whether it was profitable happens at yours: the parts on the van, the customer's equipment, the invoice. Omni keeps all of it in one place.
How Omni runs it
Keep the way you schedule and dispatch
Whatever you use to decide who goes where, the board, the phones, or the scheduling app your crews already know, keep it. Omni takes the stock, the customer, the parts, and the money.
The van is a stockroom that moves
Parts on a truck are still your stock. Count them there, and what a tech uses on site comes off the right van rather than off a guess at month end.
Restock the van before the next call
Set a reorder point for each van and Omni lists what has dropped below it, so you can top the van up from the shop or order the part before a tech needs it.
One customer record, office and field
The customer, the equipment at their site with its serial number and install date, and every past job sit in one place, so the person taking the call knows what the person in the van will find.
The visit turns into an invoice
When the customer signs off, the job is ready to bill that day: print the invoice, or send a payment link they can pay from their phone.
Runs on Grow — $199/mo
Questions people ask
Does this schedule and dispatch my crews?
Each service job has a scheduled step where you set the visit date and the technician, and the customer is told when it is booked. Route planning and the dispatch board your crews already know can stay where they are.
Can I track the parts sitting on each van?
Give each van its own stock location, so what a tech uses on site comes off the right van instead of off a guess at month end. Grow covers ten locations, the shop included, Scale covers twenty-five, and Power has no limit.
How do I stop a tech turning up without the part?
Set a reorder point on each van. Omni lists what has dropped below it, so you can top the van up from the shop or order the part before the morning somebody needs it.
Worth reading next
Not sure it fits how you work?
Every shop runs a little differently. Tell us how yours works and we’ll tell you straight whether Omni fits — or start free and find out for yourself.
Watch Omni at workA single van is enough to see where the money leaks
Seven days free, and your card stays in your pocket.