Skip to main content
Work orders let you manage technical or field services: record the work performed, assign a technician, track the status, and convert it into an invoice when finished.

​
Statuses and transitions

A finished order cannot go back to earlier statuses. Verify the completed work before marking it as finished.

​
List indicators

The main screen shows real-time statistics:
  • Drafts, In Progress, On Hold, Finished
  • Orders pending invoicing
  • Total invoiced in the month
  • Finished today

​
Create a work order

1

Go to Management → Work Orders → New Order

2

Fill in the details

  • Customer receiving the service.
  • Subject type — category of the equipment or item to work on.
  • Subject identifier — serial number, license plate, etc.
  • Work description.
  • Assigned technician.
  • Start date and estimated end date.
  • Total amount of the service.
3

Save as Draft

4

Change the status to In Progress when the work starts

5

Finish the order when the service is completed

​
Invoice a finished order

1

Find the order in Finished status with the invoicing indicator available

2

Click the invoice icon

3

Enter the description for the invoice

4

The system redirects to the New Sale module with the data prefilled

5

Review and confirm the invoice

​
Other actions

  • Duplicate — creates a copy of the order for similar recurring jobs.
  • Download PDF — generates the work order document to hand to the customer.
  • PDF preview — shows the document before downloading it.
  • Change status — records the reason and notes for the change.