Field Services Job Management System

Field Services

NDA Client

90-node workflow automating an entire field ops cycle end to end

90+ nodes5 systems connectedFull job lifecycle automated0 manual data entry pointsInvoice to Xero auto-syncedDocuments auto-filed to SharePoint

the problem

A field services business was managing jobs, technician scheduling, documents, and invoicing across disconnected tools. Data was being entered manually multiple times across systems, causing errors, delays, and missed billing.

the approach

A 90-node n8n workflow that connects every part of the ops cycle. Jobs flow from creation through scheduling, document generation, and financial sync automatically, with no manual data entry at any stage.

how it works

01New job request triggers the workflow via Outlook email or manual entry
02Job details are parsed and stored in NocoDB as the central data layer
03Technician scheduling logic assigns the right resource based on availability and location

the result

→Manual data entry eliminated across the entire job lifecycle
→Job creation to invoice handled automatically with no human touchpoints
→Documents generated and stored without manual filing

technical highlights

→90 nodes covering the complete field services ops cycle
→NocoDB as a flexible no-code database at the centre of the architecture
→SharePoint integration for automatic document storage and retrieval

stack

n8nNocoDBXeroSharePointOutlook