Work orders
Move work orders from planning to invoice data without spreadsheet afterwork
For service businesses where the job is finished in the field but administration starts afterwards.
The problem
The service work is complete, but the business still lacks invoice-ready data
Service teams often coordinate jobs across booking, phone calls, field notes, photos, time reports and accounting. The practical work may be done, but the office still has to reconstruct what happened.
That creates late invoices, unclear customer updates and too much dependency on individual employees remembering details.
Good fit for
- Service companies with technicians, installers, consultants or field teams.
- Teams where time, material and status are collected after the job.
- Businesses that want clearer customer communication without adding admin roles.
First version
- Define the service case lifecycle from booking to completed work.
- Capture time, material, notes, photos or approvals in a structured flow.
- Send invoice-ready information to finance or the ERP.
- Notify customers or internal teams when status changes require action.
What changes
- Less administrative reconstruction after completed jobs.
- Clearer status for customers and internal coordinators.
- More reliable invoice data from real service activity.
How we keep it grounded
Built around ownership, logs and business rules
We design for field reality, including incomplete information and later corrections.
The first workflow can run beside existing tools before deeper platform changes.
Exceptions are visible instead of being hidden in notes or inboxes.
Questions before a first integration
Do we need to replace our current systems first?
Usually no. We start by connecting the systems already in use and limit the first project to one workflow where manual handoffs are visible.
How long does a first delivery usually take?
Most first deliveries take 4-8 weeks, depending on the number of systems, data quality, exception rules and test scenarios.
What happens when the workflow has exceptions?
Exceptions are designed into the flow. The goal is not blind automation, but clear status, logging and a small number of manual decisions where people add judgement.