Velo for Field Services

From a work order to a technician training video, before the next dispatch.

Built for teams that onboard technicians every hiring wave, not once a year.

Point Velo at the updated work order template, the equipment manual, or a five-minute field recording, and get a technician training, dispatch, or customer-facing video, grounded in your actual process and narrated in your voice, before the next job.

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The procedure changed at the shop meeting. Half the crew was out on a job and missed it.

The knowledge already exists, in the updated work order template, the new equipment manual, the safety bulletin. Turning it into training that reaches every technician, on every route, is still a manual pass: schedule a shop meeting, walk through it once, hope everyone who missed it catches the recap.

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The manual stack

  1. 01 Procedure update
  2. 02 Schedule shop meeting
  3. 03 Walk through it
  4. 04 Half the crew is on a job
  5. 05 Missed it

Works for the crew in the room. Breaks down the moment a tech is out on dispatch during the meeting, which is most days.

3 techs dispatched today, still running the old install procedure

With Velo

  1. 01 Procedure update
  2. 02 Script
  3. 03 Render
  4. 04 Pushed to every tech's phone
  5. 05 Auto re-render

Fix the script, not the video. Every technician sees the current procedure before the next dispatch, whether they made the meeting or not.

Every technician covered before the next route, no shop meeting required

Plugs into the systems your team already runs on.

You don't have to build a new training pipeline. Velo reads what's already in ServiceTitan, your work order templates, or your equipment manuals, and turns it into a clear, on-brand video.

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Your source

ServiceTitan · Install Procedure, Unit Model X400

Rendered output

Same system. Different job to do.

One shared work order library and brand kit, used differently by every role in the field.

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  • Operations & Dispatch

    "Here's the updated install procedure."

    Training video, pushed to every technician's phone before the next dispatch.

  • Training & Safety

    "Here's the updated safety procedure."

    Video, watched before the next shift, not after an incident.

  • Customer Support

    "Here's what to expect at your appointment."

    Customer-facing video, sent ahead of the visit.

The same video does three jobs, because your crews already share the same work order.

A procedure update isn't three separate assets. It's one work order template, rendered once, reused everywhere your crews need it.

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  • Operations

    Ships it.

    Points Velo at the updated work order, reviews the script, hits render.

  • Training

    Repurposes it.

    Same render becomes the new-hire orientation module, no new brief needed.

  • Support

    Reuses it.

    Same render becomes the customer-facing appointment video.

One work order library. One shared training record. No crew starts from zero.

From work order to clear video in four steps.

Point it at what already exists. Review the script once. Push the video to every technician before their next job.

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  1. 01

    A work order template, an equipment manual, a safety bulletin, or a field recording.

  2. 02

    Structures the explanation and writes the script for supervisor review before anything renders.

  3. 03

    Narrated in your voice, on brand, every time.

  4. 04

    A ServiceTitan or Jobber push, a text link, a Slack post, or a shareable link.

One video system for every field service moment.

From day-one orientation to the next equipment rollout, without starting over each time.

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  1. 01 · New hire

    Technician onboarding videos.

    Grounded in the live work order library, not a ride-along that varies by mentor.

  2. 02 · New equipment

    Install & repair training videos.

    What changed and why, ready before the next dispatch.

  3. 03 · Ongoing

    Auto-updating procedure videos.

    Connected to the current work order, so an update doesn't quietly go stale.

  4. 04 · Weekly

    Shop meeting recaps.

    Replace a missed meeting with three minutes every technician can watch.

  5. 05 · Support

    Customer-facing explainers.

    Pulled straight from recurring service questions, no separate content pass.

  6. 06 · Global

    Multilingual training.

    The same procedure, narrated in any language your crew speaks.

One grounded system, not a tool stack.

Equipment and procedures change constantly. What stays consistent is the system your whole crew ships training from.

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  • Edit the script and Velo re-renders the video. No re-shoot when the work order template updates.

  • A work order, an equipment manual, a safety bulletin, or a field recording becomes a structured, narrated script.

  • Trigger a render straight from a ServiceTitan or Jobber template update, via the API and SDK.

  • Connect ServiceTitan, Jobber, and your equipment documentation, so every video is grounded in the current procedure.

  • One voice and look across every video, no matter which supervisor or senior tech made it.

  • Share a link, push it through ServiceTitan or Jobber, or drop the written record into the SOP library.

  • See which technicians completed the training, not just who was assigned it.

  • Let an agent turn a recurring service question pattern into a video on its own, no one has to kick off the render.

  • Already have a raw field recording? Velo cleans it up: zooms, callouts, cursor smoothing, and narration, without a re-shoot.

Ship the training as fast as the procedure changes.

Real work order updates. Real dispatch coverage. A faster way to close the gap between a new procedure and every technician actually knowing it.

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  • 27%

    Higher first-time fix rate on jobs following a procedure update

  • 55%

    Faster turnaround on technician training video

  • 2x

    Training modules shipped, without adding trainers

How a regional HVAC and plumbing company cut new-technician ramp time by a quarter across five branches.

A home services company with five branches across a metro region hired technicians in waves as demand grew, but new-hire training depended on riding along with a senior tech for two weeks before running solo jobs, an approach that varied significantly by branch and by which senior tech happened to be available. New equipment models rolled out from manufacturers roughly monthly, and getting every branch onto the updated install procedure took weeks of inconsistent word-of-mouth training.

The team connected Velo to their ServiceTitan work order templates. New-hire onboarding videos, built from the standard install and safety procedures, now give every branch the same foundation before a new tech's first ride-along, cutting the ride-along period roughly in half. When a manufacturer releases a new equipment model, the training lead builds an install video from the updated documentation and pushes it to every technician's phone the same day.

Industry
Home services, HVAC & plumbing
Company size
Five branches, ~180 technicians
Plan
Velo Ultra, multi-branch rollout
Primary use case
Technician onboarding & procedure training

  • 25% faster ramp

    New technicians reaching solo dispatch readiness

  • 5 branches, same day

    Down from a multi-week, word-of-mouth rollout

  • 18% fewer callbacks

    On jobs completed after a procedure update, first quarter

New equipment used to mean a slow trickle of word-of-mouth training across five branches. Now every technician gets the same video the same day, whether they're at the home branch or across town.
Director of Operations Regional Home Services Company
We get production-ready product videos in a fraction of the time, and we're shipping twice as many without adding headcount.
Zuzanna Kurasińska Content Marketing Specialist, import.io

A rollout playbook for field service teams: how to get every technician current before the next dispatch.

Work-order-to-video workflows, technician onboarding at scale, and customer-facing explainer tactics, written for operations and training teams.

Read the field service training playbook

Start free, scale as your crew grows.

Technician training and customer-facing video are available on every plan. Higher tiers add auto-updating training, dispatch software integrations, and workflow triggers.

See full pricing

Free

Try Velo on your next work order update.

$0

per month

  • 1,500 credits
  • 2–5 mins of video/month
Try for Free
Recommended

Pro

Auto-updating training video, brand kit, unlimited renders.

$41

per month, billed yearly

  • 3,000 credits
  • 5–10 mins of video/month
Get Pro

Ultra

ServiceTitan and Jobber integrations, multilingual output, advanced analytics.

$167

per month, billed yearly

  • 30,000 credits
  • 50–100 mins of video/month
Get Ultra

Enterprise

Workflow triggers from ServiceTitan and Jobber via API and SDK, security controls, multi-branch rollout.

Contact Sales
  • Custom credits
  • Custom seats
  • Custom avatars and voice clones
  • Custom integrations

Everything in Ultra, plus

SSO and SAML SCIM RBAC Advanced access controls Content governance Shared libraries API and SDK Private and public share pages Data residency SCORM export Workflow triggered videos

FAQs

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No. Velo is priced per account, so operations, training, and support can all make video without a per-technician bill.

No. Velo replaces the manual production work so senior techs spend ride-along time coaching, not repeating the same walkthrough on camera.

Yes. Every video can be hosted with access controls and permissions, so it holds up to the same review as the rest of your stack.

Velo connects to ServiceTitan and Jobber, plus a live field recording, so you're not re-entering content anywhere.

Technician onboarding videos, procedure updates, safety training, and customer-facing service explainers, each grounded in your actual process with a written record alongside it.

Velo reads your context, a work order, an equipment manual, or a field recording, structures the explanation, writes the script, and renders the video narrated in your voice.

Yes. Edit the script and Velo re-renders the video. No re-shoot, and the written training record updates with it.

A screen recorder captures whatever you record, take after take. Velo turns procedure context into a structured, narrated video, re-renders when the script changes, and produces a written record alongside it.

Yes. The same explanation can render in any language, narrated in your voice, so training reaches every crew and every branch.

Yes. Video agents can turn a recurring service question pattern into a video on their own, so the backlog doesn't wait on someone's free hour.

Ship the training as fast as the procedure changes.

Point Velo at your next work order update and see the video before the next dispatch.

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