Welcome to the Service Company webinar 2026! We’re excited to walk you through how Field Nation can support your business as you scale your operations as a Service Company. To give you a roadmap of today's session, we have broken our time together into two main parts: an informative presentation to introduce you to the Service Company model and its core functionalities followed by a hands-on live platform demo.
- Presentation
- Defining the Service Company: An introduction to the Service Company account type and how it differs from independent provider profiles.
- Benefits & Scalability: Discussing the advantages of centralized management, payment control, and managing providers across various locations.
- Onboarding & Compliance: A walkthrough of startup requirements, including adding managed providers, tax ID (EIN) requirements, and maintaining Workers' Comp and General Liability insurance.
- User Roles & Permissions: Breaking down the specific access levels and visibility for Admins, Dispatchers, Managers, and Managed Providers.
- The Work Order Lifecycle: A review of the 9-step process from initial request and assignment to final buyer approval .
- Live Platform Demo
- Company Settings & Configuration: A look into the backend to manage your company snapshot, insurance documents, and payment methods.
- Platform Interface & Navigation: A guided tour of the dashboard, customizing daily views, and using "sticky" filters in the Marketplace.
- Work Order Management: Step-by-step training on navigating the "Work" tab to track available, routed, assigned, and pending tasks.
- Managed Providers: How to switch views to request work or "log in as" specific technicians to handle assignments on their behalf.
