Role guide
Operations
You keep work moving — taking requests in, getting them scheduled and done, and billed. This guide lines up the pages you'll use most, in the order work flows.
This is a guide, not a separate manual
Each link goes to the full how-to in its area, so the pages stay accurate for everyone.
Your flow, in order
Take in a service request
Capture what the customer needs and route it to the right team.
Field Operations · Service requestsSchedule & dispatch the work
Assign jobs to technicians and teams, and move them when plans change.
Field Operations · Scheduling & dispatchTrack the work orders
Follow execution and close jobs out with the right billing.
Field Operations · Work ordersInvoice completed work
Turn finished jobs into invoices and send them.
Finance & Procurement · Sales invoicesOrder what you need
Raise purchase orders and track receiving and supplier bills.
Finance & Procurement · Purchase orders