Work orders end-to-end
Estimate → Approved → In-Progress → Ready to Invoice → Invoiced → Paid. Multi-technician assignment, labor rates, parts, fees, discounts, margin tracking, taxes, digital signature.
- · Full lifecycle in one workflow
- · Multi-tech assignment per line item
- · Labor rates + flat-rate jobs
- · Digital signature on the device
/portal/[token] · /work-orders Customer portal — no app required
Send a token-gated link by SMS or email. The customer reviews the estimate, approves, declines, or asks a question. Full audit trail per RO. Zero install required.
- · Token-gated approval links
- · SMS or email delivery
- · Decline / approve / message inline
- · Full audit trail per work order
/inventory · /purchase-orders Parts inventory + purchase orders
SKU, cost tracking, supplier linking. PO creation and receipt tracking. PO auto-links to the work order line item that requested the part.
- · Per-part SKU + cost + supplier
- · PO creation with auto-link to ROs
- · Receipt tracking against orders
- · Reorder triggers when stock drops
Technician workboard for tablets
Drag-and-drop work order assignment. Mobile-friendly tech app for time logging and part requests. Real-time status flows back to the front office.
- · Drag-and-drop assignment
- · Mobile-friendly tech app
- · Time logging and part requests
- · Status updates back to front desk
Invoicing + multi-method payments
Auto-totaled invoices from work orders. Cash, card, check, ACH, partial payments. Reconciliation against work orders. Email delivery to customers built in.
- · Auto-totaled from work orders
- · Cash / card / check / ACH
- · Partial payments + reconciliation
- · Email delivery built in
Profitability reports
Profit by customer, profit by technician, labor productivity, inventory activity. Answers the question every shop owner asks on Sunday night.
- · Profit per customer
- · Profit per technician
- · Labor productivity
- · Inventory turn + dead stock
/settings/messaging-automation Email + SMS automation, per shop
Customer notifications, estimate approvals, ready-for-pickup alerts. Template engine, automation rules, all auditable.
- · Approval and reminder templates
- · Ready-for-pickup automation
- · Per-shop template customization
- · Audit trail of every message
/admin · /settings · /settings/data-import-center 7 roles + audit · bulk CSV import
Owner, Manager, Service Writer, Tech, Parts, Accounting, Read-only. Server-side permission enforcement on every mutation. Import customers, units, parts, work orders from CSV.
- · Seven role types with permissions
- · Server-side enforcement
- · Bulk CSV import for migration
- · Full audit trail on every action