Explore the standard Maintenance workflow.
Common industries: Landscaping/Gardening, Security, Cleaning, Painting
Basic workflow outline:
- The quote can be raised to capture contract for new work received, to track costs against original contract value
- When new work is due, a work order is received, or a scheduled maintenance job becomes due
- Work order is entered as a task, or a periodic template generates a job
- Task assigned to the worker to attend, or assigned to a contractor, work order recorded and tracked as Cust ON in the task
- Start the job, record materials, labour, expenses, notes, photos, POs etc
- Job is completed, and the final invoice is raised to match the work order received
- The invoice is paid.
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