worksorder.aiFor property-maintenance contractors
One job record. Fewer updates to chase.
When the customer, tenant, engineer and office all need different answers, the job record should bring them together. Follow the work from the incoming request to completion and payment.
Discuss your workflow →01
Bring incoming work together
Requests can arrive through email, Fixflo or the customer portal. Keep the property, scope and next action on the works order, and resolve missing information before arranging the visit.
Explore the pipeline →02
Keep booking conversations connected
Support booking through SMS, WhatsApp, phone and email. Keep replies and appointment changes against the job so a different member of the team can continue the conversation.
Explore communication →03
Give customers a view of progress
The customer portal provides a view of each booking. A completed job can bring together attendance details, the H&S record, relevant certificates, the quote and the invoice.
See the portal demonstrations →04
Connect completion to the office
Use the engineer’s completion record and agreed schedule of rates to support quoting and invoicing. Keep proposed work distinct from completed work, and review exceptions before documents are released.
Follow the site-to-invoice workflow →Make the walkthrough relevant to your business.
Bring an anonymised example of a typical job. These are useful questions to work through together:
- How do your customers send works orders?
- Which updates does your office repeat most often?
- What evidence must accompany a completed job?
- Where do approval and payment delays begin?