Industry

One system for dispatch, van stock, and getting paid

GenLedge runs HVAC, plumbing, and electrical operations end to end, from scheduling and dispatch to van inventory, on-site invoicing, and collections. Service orders flow in from email, techs scan parts on their phones, and AI agents chase payment over WhatsApp. Your back office and your fleet finally work from the same data.

Van-level

Stock tracked per truck

On-site

Invoicing from the job site

WhatsApp

Built-in AR collections

Email-to-SO

Service orders created from email

The challenge

What slows field service & trades teams down

The back-office friction that quietly erodes margin and time.

  • Scheduling that falls apart

    Manual dispatch boards and phone tag leave techs double-booked and customers waiting on a window.

  • Techs arrive without the part

    Jobs get rebooked when the right part isn't on the van, burning a costly second trip.

  • No visibility into van stock

    Nobody knows what's on each truck, so restocking is guesswork and parts quietly go missing.

  • Warranty returns slip through

    Defective parts pile up in vans with no clean path back to the supplier for credit.

  • Slow invoicing, slower payment

    Paperwork trickles back to the office days later, and collections drag on for weeks.

How GenLedge helps

Explore how GenLedge helps field service & trades run better

One platform across your operations and finance. Pick an area to see how.

Dispatch board with the day's assigned jobs

Schedule and dispatch without the whiteboard

Plan the day, assign the right tech, and dispatch jobs from one board built for trades.

  • Assign jobs by skill, location, and availability
  • Reschedule and reassign in a few clicks
  • See every tech's day on one board
  • Field service management purpose-built for trades
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AI agent drafting a service order from email

Agents that handle the back office

GenLedge pairs your field operations with AI-powered agents that read email, draft service orders, and chase payment. They work through your data the way a coordinator would, minus the manual steps. You approve the outcomes instead of doing the busywork.

  • Reads inbound requests and drafts service orders
  • Follows up on overdue invoices over WhatsApp
  • Keeps finance and field data in sync
Job record showing parts, labor, and invoice

From the van to the ledger, one system

Van stock, mobile scans, service orders, and invoices all post to the same ledger. There's no double entry between a separate field app and your accounting. Every job's parts, labor, and payment land in one place.

  • Van stock and mobile scans post to inventory
  • On-site invoices flow straight into AR
  • One record from dispatch through payment
AR aging view with WhatsApp collection reminders

Stop chasing payments by hand

On-site invoicing means the bill goes out while the tech is still at the job. AR aging surfaces what's overdue, and WhatsApp collection reminders go out automatically. Your team spends less time on the phone chasing money.

  • Invoice before the tech leaves the site
  • Overdue balances flagged automatically by AR aging
  • WhatsApp reminders replace manual phone chasing

Integrates with your existing tools

QuickBooks
Xero
NetSuite logo
NetSuite
Salesforce logo
Salesforce
HubSpot
sage
Sage Intacct
Dynamics 365
Google Sheets
QuickBooks
Xero
NetSuite logo
NetSuite
Salesforce logo
Salesforce
HubSpot
sage
Sage Intacct
Dynamics 365
Google Sheets
FAQ

Questions about GenLedge for field service & trades

Yes. Techs can generate invoices on mobile before leaving the job, so billing doesn't wait for paperwork to reach the office. Invoices post straight into AR, and overdue balances can be chased automatically over WhatsApp.

See GenLedge for field service & trades

Book a demo and we'll show you the platform on a workflow from your business, then set up a sandbox on your real data.