Work orders

A work order is an internal document about a job: what is being done, which material is used, who is working and when. It is in the Work orders menu, and it is created and used like any other document in the programme.

It serves both production and services — the only difference is what you put on it: cutting sheet metal for a customer, a service call in the field, installing equipment.

No prices — and that is deliberate

A work order carries only quantities, without prices, VAT or a total amount. The reason: the order often goes to a worker, not the customer — the prices do not concern them and they should not see them. Billing is done with an invoice, which you create from the order with a single click.

What is entered

• Customer and date — as on every document.
• Job description — what is being done; it is printed on the order.
• Line items — material and services from the item list, with quantities.
• Technicians, vehicle and registration plate (optional) — who did the work and with what.
• Times (optional): departure, work start, work end, return. These are a record — they are not calculated or billed. You bill the hours as a line item on the invoice (e.g. „Service hour × 3“).

Material and inventory

Issuing the order takes the material off the inventory — just as with a delivery note. A practical case: you take 100 m of cable and use 50 m. Open the issued order, click Edit and enter the actual 50 m — the programme corrects the stock level itself. No return document is created.

When you create an invoice from the order, the invoice does not take the stock off again — the order has already taken the goods off.

Customer signature (optional)

If the order goes to the customer, they can sign it on your phone or tablet, on the spot: you click „Sign the work order“, turn the device towards the customer, they sign with a finger and you enter their name. No links, accounts or codes for the customer.

With the signature the time, the name of the signatory and the content of the order at that moment are stored — that is why a signed order can no longer be changed. If the signature was entered by mistake, you can remove it; the removal stays recorded in the document history, and the order can be edited again.

The signature is printed on the PDF of the order.

Invoice from the order

On an issued order click „Copy“ and choose Invoice. The invoice inherits the customer and the line items, and the prices are suggested from the item list (the order has none) — check them before issuing and add the hours of work if they are billed.

Numbering

You set the prefix and number format yourself in Settings → Numbering (default RN). As with other documents, the number is assigned only on issuing — a draft has none.