Hey everyone, I’m looking for a simple method to create work orders for our service jobs. I want to keep it straightforward without too many steps or complications. Anyone got suggestions or tools that work well for this?
Recently I’ve used a straightforward approach on my phone. I fill out a preset form whenever I start a job. It’s basic and easy to adjust on the fly. For me, it keeps everything clear and cuts out unnecessary steps.
I keep it simple by using a basic digital template. I outline the description of the work, materials, and any notes that might affect the job. When I’m ready, I turn that into an official work order on my invoicing app. It streamlines the process and makes it easy to track each job without extra steps.
i usually start with a simple digital note where i jot down job details and any special notes, then i quickly turn that into a formal work order using my invoicing app, which makes sending a complete package fast and straightforward, so i get paid on time )
Using a preset form lets me quickly fill and generate work orders on my app, keeping things manageable and efficient.
I usually write a quick note on my phone as soon as I start a job. I jot down the essentials that explain what needs doing and any special notes for the client. Then I update the work order formally using Tofu. That way my work order links easily with my invoice and I keep everything organized without extra steps.