Software for work order management is judged by whether one record carries the order from raised to paid without the office copying it into a spreadsheet, a whiteboard or an invoice by hand. The record has to hold the customer, the work, the assignee, the price as lines, the status and a date on every change, and it has to let the figures out at the end. That is the whole of work order management for a shop of two to fifteen people; the modules a suite adds are for a different scale. This guide is the one record and its four stages, and how Jobcardo keeps it.
Raised: the order exists against the customer
Work order management begins when the order exists as a record with a number, a date, a customer and the status raised, from the site or the office. From that moment every later step is a change to the record rather than a new sheet, and the technician and the office read the same order. In Jobcardo Pro the customer record holds the orders and the order holds its history.
Priced and worked: the lines on the record
The price is worked from lines, not typed as a total: labour hours at the rate, parts at cost with the markup, the trip charge and the tax on parts. The work order template on this site works them on the page free with no account, and the paid plan keeps them on the order so the extra parts added on site change the total as a dated line rather than a re-typed figure. The status moves to in progress and done, dated.
Invoiced and paid: the figures leave as figures
The last stage is the export: the order's lines and total reach the invoice and the books without being copied, and the status moves to invoiced and paid, then closed. Jobcardo exports customers, orders and documents whenever you ask and for 90 days after you cancel. It does not raise the invoice, dispatch the crew or run a preventive schedule; those are other products, and a shop that needs them should buy a suite and pay per seat.
Questions people ask about software for work order management
What is work order management software?
Software that keeps one record per work order from raised to paid: the customer, the work, the assignee, the price as lines, the status, a dated history and an export.
How much does software for work order management cost?
Suites price per user per month by module; MaintainX's tiers are cited on this site's pricing page with their retrieval date. Jobcardo Pro is $25 a month for the whole team, and the worksheets are free.
Is it the same as a CMMS?
No. A CMMS manages maintenance work orders over an asset register with preventive schedules. This is the job card for a service business, and CMMS is served from the estate's maintenance hub.