Welcome to OraServ.

Your command center for scaling your field service business from chaotic paperwork to a streamlined, automated revenue engine. This platform was built specifically to bridge the gap between back-office dispatchers and front-line technicians, so everyone operates from the same source of truth.

[!TIP] Hit the Ground Running Use this documentation portal to learn how to operate the platform from top to bottom. Use the sidebar to navigate specific modules like Scheduling or Invoicing. Read every section to fully unlock the power of your subscription!

Download Our Native PWA for the Best Mobile Experience!

Whether you are a Business Owner checking metrics on the go, a Dispatcher looking at the schedule from the couch, or a Technician actively executing field routes, everyone should install OraServ on their mobile device.

Instead of searching the App Store, OraServ is built as an ultra-fast Progressive Web App (PWA). By installing it directly from your mobile browser, you receive a full-screen native app experience that updates instantly behind the scenes—meaning you never have to "download an update" from the store again!

How to Install on Apple iOS (iPhone & iPad):

Open Safari (it must be Safari to install correctly!) and navigate to your OraServ login URL.
Tap the Share icon (the square with an arrow pointing up) at the bottom center of the screen.
Scroll down and tap Add to Home Screen.
Tap Add in the top right corner. An OraServ icon will now permanently sit alongside your other apps.

How to Install on Android:

Open Chrome and navigate to your OraServ login URL.
A banner will typically pop up asking to Add OraServ to Home screen. Alternatively, tap the three vertical dots (Menu) in the top-right corner.
Tap Install app or Add to Home screen and follow the prompt.
Launch the app from your home screen directly into full-screen mode!

Understanding the Global Dashboard

The moment you log into the platform, you are greeted by the Dashboard. This screen provides high-level financial intelligence, making it immediately clear if your business is winning or bleeding cash.

Key Metrics Explained:

Gross Revenue: A sum of all closed, fully paid invoices year-to-date. This represents actual cash in the bank.
Monthly Recurring Revenue (MRR): (If applicable to your industry) Service contracts or maintenance agreements that bill automatically every single month.
Outstanding A/R: The total sum of unpaid or past-due invoices across your entire client base. This number is exactly how much money is missing from your bank accounts right now.
Today's Schedule: An immediate, clear view of exactly how many jobs your dispatchers have scheduled for today and who is assigned to them.

Universal Search & Quick Action

Located at the very top of your application (or by pressing CTRL + K on desktop), the Universal Search bar allows you to query your entire database instantly. Type a phone number, a client's last name, or an Invoice ID to jump directly to that exact record without clicking through three different pages!