The workflow
Job order → Schedule → Dispatch → Parts → Invoice
- 01
Job order
Customer request is logged as a task with the address and problem.
- 02
Schedule
A technician and time slot are booked on the staff calendar.
- 03
Dispatch
A repaired item or part that goes back to the customer becomes a Dispatch delivery job. The driver updates its status from a phone browser and proof of delivery is recorded.
- 04
Parts
Staff log parts used in Inventory as a Used movement, with the job in the note. Stock is deducted at that location.
- 05
Invoice
Staff create the invoice when the job is done, issue it, and record the payment.