Work Orders Management Software

Yes, you can fully customize the work order layout to suit your workflow. Add or hide fields, rearrange sections, and display only what's relevant to your service or product. The customized template can then be shared with the client through their portal.

Absolutely. Work orders are linked to all related invoices and expenses automatically. The system displays a full financial summary showing revenues, expenses, and profit. You can also view and open linked records directly from the work order.

Yes. Set up SMS or email notifications for reminders, due invoices, or project updates. Messages are sent automatically based on custom rules—no manual action required.

Yes. The system lets you edit the status list and action list within work orders, meaning you can customize the workflow stages independently for each project type. The system also supports adding custom fields to work orders and customizing the print template as needed. Through the Workflows module, you can create different workflow types for each project type or process.

Yes. The system lets you control permissions by workflow type, letting you define what each employee can access or carry out within each workflow type.

Partially. At the customer level, the system provides detailed sales reports by customer, as well as balance and financial transaction reports. At the project (work order) level, the system lets you link invoices, expenses, inventory vouchers, and journal entries to each individual work order — including adding sales invoices, purchase invoices, expenses, revenue, journal entries, and inventory vouchers linked to the work order — letting you view the work order's financial transactions and see its final balance.