SERVANTA home

Operations

Work Orders & Field Operations

Assign work to the field, record completion on site, and verify it before billing.

Available

Main capabilities

Work orders go to the right team with the site and contract attached. Completion is recorded on site, so the office sees verified work rather than a phone call.

  • Work orders created from scheduled visits or on demand
  • Assignment to a team or an employee
  • Field employees see the work orders assigned to them, with the customer contact details they need
  • Photos, notes, materials and signatures captured as execution evidence
  • Completed work is verified before it can be billed

How it flows

The stages a record moves through in this module.

  1. Created
  2. Assigned
  3. En route
  4. Arrived
  5. In progress
  6. Completed
  7. Verified
  8. Closed

Where it fits

Every module works from the same connected records.

  1. Customer
  2. Contract
  3. Service
  4. Schedule
  5. Work
  6. Documents
  7. Billing
  8. Payment
  9. Collections
  10. Reporting
  11. Renewal
  • Services & Scheduling

    Available

    Recurring contract visits and on-demand jobs planned in the same schedule.

  • Billing & Invoicing

    Available

    Invoices raised against completed, verified work under the right contract.

  • Command Center

    Available

    One view of the items that need attention across the operation.

Access and governance

Like every module, it runs inside your own tenant, with role-based permissions and an audit layer for sensitive changes.

Questions

Yes. Work orders are assigned to the field, and completion is recorded against the work order so it can be verified before billing.

See it with your own operation in mind