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Field Service Management · Pipeline

Work Order Management

  • Replaces paper tickets
  • Gets you paid faster
  • Cuts errors and callbacks
  • Proves the work was done
  • Saves office hours
Discuss this build
CreatedOffice builds the work order with customer, location, and scope.
DispatchedOrder is sent to the assigned crew member's phone.
On siteCrew performs the work, capturing photos and notes.
CompletedCustomer signs off confirming the work is done.
InvoicedFinished order flows to billing with no re-entry.

What it does

Work Order Management

Mobile work orders that give your field team the customer, address, scope, and instructions on their phone, and send back photos, notes, time, and a customer signature when the job is done. It replaces paper tickets and the daily scramble to figure out what happened in the field.

Where it fits

The pipeline, stage by stage

CreatedOffice builds the work order with customer, location, and scope.
DispatchedOrder is sent to the assigned crew member's phone.
On siteCrew performs the work, capturing photos and notes.
CompletedCustomer signs off confirming the work is done.
InvoicedFinished order flows to billing with no re-entry.
  1. The office creates a work order with the customer, location, and what needs doing
  2. It is sent to the assigned crew member's phone with all the details attached
  3. On site, the worker follows the scope, adds photos, and logs what was done
  4. The customer signs off on the phone to confirm the work is complete
  5. The finished order returns to the office instantly, ready to invoice

What a build includes

In scope

A work order builder with customer, address, and scopeA mobile field screen your crew works from on sitePhoto, note, and signature capture at the jobAutomatic status updates from dispatched to completedA secure database linking each order to the customer and job

What has to be decided

Before the quote

We shape the work order fields, required photos, and sign-off to your trade, and can connect completed orders to your invoicing and job records so the whole flow is one system. Recurring service orders and priority routing can be built in.

More in Field Service Management

Field Service Management
Digital Inspection & Checklist Forms

Run inspections and checklists on a phone, with photos, and finish before you leave.

Field Service Management
GPS Time Clock & Labor Tracking

Give payroll a clean record of clock-ins, clock-outs, and job locations.

Field Service Management
Crew Scheduling & Dispatch Software

Put the right people on the right job every day, without the phone tag.

All 8 in Field Service Management · Example systems

Want Work Order Management for your business?

We map it to how you work, quote it in writing, and set the ownership and ongoing costs before the build starts.

Discuss this build