Service orders: an assignment with context
Define the work, assign it and retain information to review closure.

Prepare and perform
Operations identifies the customer or site, scope and priority. The manager assigns; the technician consults and records within their scope.

Assignment, delivery and closure
The order accompanies the job from assignment to closure review. The manager and technician act according to their permissions and retain context to handle an issue.

The process and its conditions
From closure to draft
A completed order allows a draft to be generated through an authorised action. Review the customer, line items and amounts. This does not mean issuing or payment.
Define the use
Confirm statuses, resources, evidence and closure criteria. Recurring jobs and maintenance planning require their own validation.
Answers about Briefings and Reports
Which plan includes it?
Included in Autónomo and Business. Areas organise the product presentation; they are not sold separately.
Who can use it?
Designed for supervisors and field staff. Access is defined by roles and configuration.
Which conditions should be clarified?
Read confirmations, notifications and the relationship with work reports must be reviewed; they do not constitute proof of receipt.
Related content

Work reports: document the job
Gather the recorded work and the context the reviewer needs.

Invoicing: review the draft before issuing
Turn service information into financial documents with distinct statuses.

Jobs with a starting point, an owner and a close
For preventive and corrective maintenance that needs to retain the context of the request, work and review.
Let us talk about how you work
Tell us what you need to coordinate, review or simplify. We will prepare a demonstration around your company’s needs.
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