worksorder.aiGetting started
Start with the way your team works.
A useful demonstration follows your job from the original request to the final payment. Use it to establish what fits, what needs configuring and what your team will still control.
Discuss your workflow →01
Map one complete job
Choose a common job type and follow its handovers: who receives it, who arranges access, what the engineer records and who releases the documents. Start with an anonymised example rather than tenant or customer records.
Explore the pipeline →02
Check the systems you need
List your incoming-work channels, accounting software and customer requirements. Confirm the exact integration, direction of data flow, access requirements and any setup work with our team before making a migration decision.
Explore integrations and the API →03
Keep decisions accountable
Agree which bookings can follow established rules and which exceptions need a person. Define who checks engineer records, approves certificates and authorises quotes or invoices before release.
Explore certificates and review →04
Define a focused first step
Discuss a limited initial workflow, the people involved and the results you want to measure. Confirm onboarding, data import, training, support arrangements and the implementation plan before committing to a rollout.
Discuss getting started →Make the walkthrough relevant to your business.
Bring an anonymised example of a typical job. These are useful questions to work through together:
- Which job type should we walk through first?
- Which systems and records must stay connected?
- Who owns exceptions and document approval?
- What would make an initial rollout successful?