Sales

Service orders

A service order is a job — measurements, lines, phases, and job cost. Reference code prefix WO-.

A service order is a job: one customer, one installation, tracked from measurements through materials, phases, and job cost. The list is at sidebar → Service orders (/service-orders).

Terminology. Different shops call these work orders, service orders, or jobs. They're all the same record. Reference codes use a WO- prefix.

Common tasks

  • Browse the service-order list
  • Create a service order
  • Add lines
  • Record measurements
  • Track phases
  • Log job cost

Browse the service-order list

Sidebar → Service orders. Each row shows title, customer, reference code (e.g. WO-2026-00045), status, and scheduled date. A Columns picker above the table lets you hide or show columns. Your preferences are saved per user.

Free plan soft cap. A banner shows up once you have 5 or more active jobs (anything other than completed or cancelled). It's a heads-up only. You're not blocked from creating more. See Subscription, plans, and limits.

Create a service order

  1. Click New service order.
  2. Choose a Customer, give the order a Title (required), pick an initial Status (defaults to Draft).
  3. Click Create.

The order opens on its Overview tab, ready to be filled in.

Add lines

The Lines tab is about the work, not the money. Capture scope, quantities, rooms, and scheduled vs. actual timing here. Pricing lives on the quote and the invoice.

  1. Open the service order → Lines tab.
  2. Click Add line.
  3. Fill in Title (required), category, status, quantity / unit, room, scheduled and actual start/end, notes (see field reference below).
  4. Save.

Record measurements

  1. Open the service order → Measurements tab.
  2. Add a row per space (e.g. Living room).
  3. Fill in Room, Length, Width, and Area. Area is required. Enter it directly if the space isn't a simple rectangle.
  4. Optionally set a Sequence number for ordering and per-room Notes.
  5. Save.

The page header summarizes Total sq ft across N rooms, and a Total row sits at the bottom of the table.

Track phases

Phase names are free text. Use whatever fits your workflow: Demo, Prep, Install, Finish, Punch list, and so on. Phases are optional. Leave the tab empty for simple orders.

  1. Open the service order → Phases tab.
  2. Add a phase. Fill in Name (required), sequence, status, start/end dates, notes.
  3. Save. Update the status as work moves along.

Log job cost

The Job cost tab is where you log labor, material, and subcontract costs against the job. Use it to track profitability: what you spent vs. what you quoted.

  1. Open the service order → Job cost tab.
  2. Click Add cost line.
  3. Fill in Type (labor / material / subcontract), optional Sequence, Description (required), Estimated qty and Actual qty (both required), and Unit cost (required). The line's recorded cost is Actual qty × Unit cost.
  4. Save.

The tab is empty until you start adding lines.

Service-order fields reference

The detail page has five tabs.

Overview tab

  • Customer — required.
  • Title — required.
  • Service address
  • Primary contact
  • Reference code — auto-generated when the order is created, format WO-{year}-{NNNNN} (e.g. WO-2026-00045). Read-only — sequence is per shop, per calendar year.
  • Description
  • Status
  • Priority
  • Est. sq ft
  • Rep — the shop user responsible for the order. Optional.
  • Scheduled start / end — timestamps.
  • Actual start / end — timestamps.
  • Internal notes — not customer-visible.
  • Customer-facing notes

The Archive order button sits in the top-right of the Order panel.

Lines tab

Columns: # / Category / Title / Status / Actions plus an Add line button.

  • Title — required.
  • Category
  • Status
  • Sequence — ordering.
  • Description
  • Room / area
  • Material notes
  • Quantity
  • Unit — SQFT, LF, each, hour, or others.
  • Scheduled start / end
  • Actual start / end — fill in as work happens.

Measurements tab

Columns: # / Room / Length (ft) / Width (ft) / Area (sq ft) / Actions. Header summarizes total sq ft across N rooms; bottom row totals area.

Phases tab

Per phase: Name (required), Sequence, Status, Start, End, Notes.

Job cost tab

  • Type — Labor, material, or subcontract.
  • Sequence — optional ordering.
  • Description — required.
  • Estimated qty — required.
  • Actual qty — required. The recorded cost on the line is Actual qty × Unit cost.
  • Unit cost — required.