Work Orders Module

Work Orders Built for the Field

Turn a request into a scheduled job: assign a technician, set the on-site address, attach photos and instructions, and send it — no spreadsheets.

Scheduling & Status

Set the service date and move each job through Pending, Scheduled, In Progress, Completed or Cancelled.

Assign a Responsible

Hand the job to one subcontractor, employee or technician and email it to them with the full scope attached.

Service Location

Every work order carries its own on-site address — copy the client's with one click, or enter a different job site.

Photos, Docs & Instructions

Attach site photos and PDFs, write service instructions, and keep internal notes that never reach the assignee.

From request to done

A clean four-step flow your whole team can follow

1

Create

Pick the client, service date and the services to perform.

2

Assign

Choose the responsible tech and email them the work order PDF.

3

Track

Update status and priority as the job progresses on site.

4

Complete

Mark it done — it flows into reports and the activity log.

Everything in one work order

  • Its own service address, separate from the client
  • Approximate cost per service line and an estimated total
  • Priority: Low / Medium / High
  • Activity log for every change and every email sent
  • Services and assignees managed from a shared catalog
  • Dedicated Work Orders reports and dashboard cards

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