Create a task
Create tasks that you'll be able to assign to work order or templates.
Build work templates
Build a work template that preloads its checklist onto every new work order for the products it covers.
Read the Work Orders list
See every job in the shop, how far each one has got, and when each unit is next booked out.
Create a work order
Track one unit's service job, from Draft through to Complete.
Complete a work order
Go through the task checklist, attach photos and documents, then complete the job and clear the unit's Maintenance state.
Add parts to a work order
Pull a part from inventory, or add one by hand, and watch its cost and stock draw down automatically.
Bill a work order to the customer
Turn a work order's billable parts into a customer invoice from the Parts banner.
Start a work order from a rental
Open a work order for a product that is already on a customer's order, without leaving the order screen.
Manage serialized units
Open one physical unit's full record, its state, its tracking details, and its service and rental history, in one screen.
Log a meter reading
Record hours or an odometer reading on a unit, tying its usage to a rental.