Quarterly formal inspection8:00 a.m. · Polo Park — East Wing
Freezer plant service call2:00 p.m. · Inkster Blvd
Orientra Operations
Field service management built around the work.
Give dispatchers visibility, technicians a better field experience, and managers a reliable record of every customer, site, asset and job.
orientracompliance.ca/company/southside/board
Committed
175 h
of 208 h schedulable
Open capacity
33 h
on the days they work
Overlaps
1
two jobs at once
Not on the board
4
unassigned or undated
Mon 24
Tue 25
Wed 26
Thu 27
Fri 28
Sofia OkonkwoJourneyperson · 32 h of 40 h
Site safety inspection9:30 a.m. · Maples Collegiate
4 h open
8 h open
High-bay replacement — 8 units10:30 a.m. · Inkster Blvd
3 h open
Panel schedule verification8:00 a.m. · Maples Collegiate
4 h open
Liam BeckerService technician · 24 h of 32 h
Emergency lighting test7:30 a.m. · Seven Oaks
4 h open
Away — vacation
Away — vacation
Away — vacation
Receptacle circuit dead — office 21012:30 p.m. · Maples Collegiate
Install crew AOkonkwo + Nguyen · shared
Rooftop unit change-out8:00 a.m. · 8 h · crane booked
8 h open
8 h open
Capacity is arithmetic you can check. Capacity is the length of the working day on a day they work, committed is the scheduled minutes already on them, open is the subtraction. A day somebody is away has no capacity, and says why.
Scheduling & dispatch
See the week, who has room on Thursday, what is committed and what has not been placed yet. Reported as arithmetic you can check, not as an algorithm you have to trust.
Work orders
A lifecycle you configure in your own words. Ten meanings the engine understands; the labels, and which status may follow which, are yours.
Customers & sites
One customer record, every site beneath it, and the access notes, contacts and conditions that make the second visit easier than the first.
Asset & equipment history
Every job that ever touched a unit, in one place. Serial, model, install date, service record, planned maintenance.
Crews & capacity
Assign a crew and its members go onto the job as people. Capacity counts each person once, and the roster is snapshotted so a finished job never changes.
Field experience
Everything the technician needs on a phone, in the order the job actually happens.
Labour & materials
Time recorded against the job in your own labour categories, parts from your price book, cost and margin visible while the job is still open.
Close-out
The checks, photos, forms and signature this kind of job requires, defined by you and enforced when the job is closed — not chased afterwards.
Service agreements
Recurring maintenance that generates its own visits, on a twelve-month horizon, without creating the same job twice.
Reporting
Executive view, service performance, job costing and utilisation — with every figure opening the records behind it.
The work order lifecycle
The meaning is ours. The label is yours.
Call it “En route” instead of “Travelling”. Split “Awaiting parts” into “Waiting on supplier” and “Waiting on customer”. Decide which status may follow which.
Underneath, Orientra still understands what each one means — so the response clock, the before-start requirements, what counts as open, and when closing evidence is filed all keep working.
History does not move. Every status change records the label and the meaning as they read at the time. Rename a status in March and every February job still reads as February’s.
| Your label | What Orientra understands |
|---|---|
| New request | Unassigned |
| Booked in | Scheduled |
| En route | Travelling |
| On site | On site |
| Working | In progress |
| Waiting on supplier | Paused |
| Waiting on customer | Paused |
| Done | Completed |
Measurement
Numbers you can defend in a room.
Orientra states what a figure means before it shows you one. Capacity, service utilisation, field utilisation and billable utilisation are four different questions, and each carries its own numerator and denominator on its face.
Where the underlying record is incomplete, Orientra says so beside the number rather than dressing a gap up as a percentage.
- Available time comes from your schedule, less recorded absence — never assumed
- Actual service time comes from recorded labour, never inferred from a job’s duration
- Travel is reported on its own, and is not called unproductive
- A metric with insufficient data reads as insufficient data, not as zero
orientracompliance.ca/company/southside/utilisation
Capacity load
92%
committed ÷ schedulable
Service utilisation
72%
service ÷ net available
Field utilisation
84%
service + travel ÷ available
Billable utilisation
69%
billable ÷ net available
The period, in hours — 952 h schedulable
Sofia Okonkwo152 h available104 h service18 h travel68%
Liam Becker160 h available121 h service14 h travel76%
Ryan Reimer160 h availableno time recordedInsufficient data
Unaccounted is named, not hidden. The grey band is schedulable time with no record against it. Orientra will not call it idle — it may well be work nobody entered, and its size is how far the other figures can be trusted.
See Operations on work that looks like yours.
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