Work Orders

Create, assign, and track work orders from start to finish — fully connected to scheduling, inventory, and customer records.

What This Module Includes

Keep your field and internal teams aligned with a streamlined work order system.

  • • Create work orders from leads, jobs, or customer requests
  • • Assign technicians or teams with one click
  • • Track job status, notes, and attachments
  • • Sync with Scheduling for real‑time dispatching
  • • Pull required inventory automatically
  • • Capture time, materials, and completion details
  • • Convert work orders into invoices instantly
  • • Mobile‑friendly for field staff
Work Order Flow Diagram

From Request to Completion

Work orders move smoothly through your system, keeping everyone aligned.

Every update syncs with CRM, scheduling, and billing — no double entry.