Whirl for field services
Coordinate service appointments, supplier replies and job paperwork for your office team.
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A part needed before FridayExample“Friday's job needs a replacement pump. Can you check when the supplier can get one here?”
An engineer needs a part, a customer needs a new appointment, and the office is waiting for yesterday's job notes. The office team has to contact suppliers, check calendars and request the missing paperwork.
Whirl reads service requests, checks your connected calendar and job records, and asks for missing information. It prepares appointments and records supplier replies. Engineers carry out the work and make technical decisions; the office can review the arrangements in each task.
Example workflows
A customer emails asking for a visit.
Whirl asks for the address and a description of the problem, checks calendar availability, and prepares an appointment for the team to confirm.
The team has the job details and a proposed appointment to confirm.
An engineer says a planned job needs a replacement part.
Whirl checks the job notes, emails the supplier for availability, and relays the answer before the appointment is confirmed.
The team can confirm the visit based on the expected delivery date.
A daily check finds completed jobs with missing notes or documents.
Whirl asks the engineer for the missing items and updates the authorised job spreadsheet once the information arrives.
The office has the notes and documents needed to review completed jobs.
These are example combinations. Connect your tools and choose which actions need your approval.
Gmail
WhatsApp
Google Calendar
Google Sheets
XeroTechnical assessments and work on site are handled by qualified people. Whirl gathers information, coordinates appointments and requests paperwork. It can assign a task to a person when technical judgement is needed.
Whirl can read and update supported spreadsheets, including Google Sheets and Excel. You can authorise specific updates so job information stays current alongside your messages and calendar.
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