Work orders & timesheets

Fill in work orders on site, have the customer sign, and the timesheet that rolls out of it automatically.

4 articles

Work orders

Enabling and setting up work orders Work orders is an opt-in feature for companies with field service — here's how to turn it on and prepare it.
Filling in a work order and getting it signed Fill in your hours, materials and work performed on site, and have the customer sign directly on screen.

Timesheets

Submitting your timesheet Your timesheet fills itself with the hours from your work orders — you check, add and submit.
Approving timesheets Check your staff's submitted weeks, send back what's wrong and book the rest.

Especially relevant for