Work Order Management
Work orders created from each repair or service request, assigned to the right technician and closed with parts and notes attached.
Repair requests arrive by phone, text and email
Requests come in by phone, text, email and sticky note. A technician arrives without the right part, and a finished job closes with no notes. Billing then waits on someone to ask what happened. Each request becomes a work order, assigned by set rules. The system attaches the parts used and the technician's notes and closes the order when the work is reported done. A person approves each closing and any message that goes to a customer or tenant.
What's included
- 01
Request intake
requests from calls, texts, emails and forms turned into work orders.
- 02
Assignment rules
orders routed by the skill, location, equipment and priority rules the business sets.
- 03
Parts and materials
parts used recorded on the order, with low stock raised for reorder.
- 04
Technician notes
findings and photos attached from the field, in the words the technician used.
- 05
Status view
each order shown as open, assigned, waiting on parts or done.
- 06
Recurring work
scheduled maintenance orders created on the dates the team sets.
- 07
Billing handoff
completed orders passed to billing with parts, time and notes attached.
- 08
Manager approval
a manager approves every closing and customer message, and staff hold the off switch.
How it works
- 01
Work order review
A study of how requests arrive, who assigns them and what a complete closed order must contain.
- 02
Setup
The request channels, parts list and billing software are connected, then the assignment and closing rules are built.
- 03
Supervised pilot
The system creates and assigns orders beside the current process while a manager reviews each one.
- 04
Launch and support
It goes live on the client's sign-off, with stalled orders watched, rules tuned and a monthly report.
Industries
Industries served
Manufacturing & Machine Shops
Quoting, order entry, purchasing, job costing and quality records for job shops and small manufacturers.
Property Management
Maintenance requests, rent collection and tenant communication for property managers.
Frequently asked questions
Do technicians need a new tool to close an order?
Technicians keep the phone or tablet they use now. They report by a method set up with them, such as a text reply or a short form, and it is tested with them before launch.
Does it work with the maintenance or billing software already in use?
It connects to the software in use now, wherever its plan allows it. Each connection is confirmed before the build, and a plan that blocks one is reported plainly to the client.
What if a request is vague or incomplete?
It goes to the review list with the missing details noted, and the system drafts a question to the requester. A person reviews and sends that question, and the order waits for the answer.
Where do work orders and customer details stay?
In the client's own accounts. Access is limited to named people. The system records each order it creates, assigns or closes, along with who approved it, so every order has a history.