Service order management is work order management for the business that goes to the customer: the repair company, the equipment servicer, the property services firm. Each call is a service order with lines a shop job does not have, the callout fee and the travel, and the management part is keeping every call against the customer with a status, so the second visit opens with the first visit's parts and price on the record and the month's calls can be read by what each paid per hour on site. This guide is the three parts of that, and how the free service work order worksheet and Jobcardo Pro divide them.
Every call priced with its callout and travel
A service order is priced from the callout or diagnostic fee, miles at a rate per mile or a flat trip charge, labour hours on site at the rate, parts at cost with the markup, and the tax on parts. The service work order worksheet on this site takes those and returns the travel, the labour, the marked-up parts, the tax, the total and the revenue for each hour on site, free and with no account. The drive is on the sheet as its own line rather than absorbed and forgotten.
Every call kept against the customer, with a status
Service order management is the record: each call against the customer with a status from raised to done to invoiced and paid, and a date on every change. The second visit to the same site opens with the first visit's history, which is what a small call-out business has always kept in a drawer of tickets and never been able to search. In Jobcardo Pro that record is the paid plan, one flat price for the team.
The month read by revenue per hour on site
The figure most call-out businesses never see is what each call paid for each hour the technician was on site. The worksheet works it per call; the record keeps it per customer; and the month's list shows which customers and which kinds of call pay for the drive and which do not. That reading is a pricing decision, made on the sheet where it belongs. Preventive schedules over an asset register are a CMMS job and this estate serves them from its maintenance hub, not from here.
Questions people ask about service order management
What is service order management?
Keeping every service call as a priced order against the customer with a status and a history, from raised to paid, with the callout and travel lines a shop order does not have.
Is it the same as field service management?
It is the order part of it. Field service suites add dispatch, routing, estimating, invoicing and payments per user. Jobcardo prices and keeps the service order and stops there.
Can I manage maintenance contracts with it?
Each visit is its own service order against the customer, so a contract is a series of orders with the history between them. Preventive schedules over assets are a CMMS product, served elsewhere on this estate.