Product in detail

Service orders: an assignment with context

Define the work, assign it and retain information to review closure.

Your operation

Prepare and perform

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

Everyday work

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.

Frequently asked questions

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.

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.