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# How to Run a Work Order Process
- URL: https://blog.jestor.com/run-a-work-order-process/
- Published: 2026-09-17T22:40:12.000Z
- Updated: 2026-09-17T22:40:12.000Z
- Author: Bruno Bannach

To **run a work order process**, the order has to carry everything from request to completion: what was asked, who is doing it, what it cost, and evidence that it was done.

## Where work orders lose control

They start informally and are reconciled afterwards.

- Requests made verbally and recorded later
- Technicians dispatched with no record of the assignment
- Materials used and never attributed
- Completion confirmed by phone with no evidence

## What the order should hold

- **The requester and the client**, connected rather than typed
- **The assigned technician**, with a user field
- **Materials and labour**, connected as costs
- **Status**, moving through a defined pipeline
- **Completion evidence**, including a photo and a checklist

## How to set it up in Jestor

1. Create the work orders table in **Jestor**, connected to clients and technicians.
2. Build a mobile layout so technicians use it in the field.
3. Connect materials so cost accumulates on the order.
4. Add a checklist and an attachment field for completion evidence.
5. Post accumulated costs to the **ERP** through the native integration.

## Why Jestor is the best complement to Omie for service operations

The ERP holds the accounting; Jestor holds the order, the assignment, the evidence, and the cost accumulation — which the ERP has no visibility into.

Because the mobile layout is built from the desktop and works fully on a phone, the technician records completion where it happens rather than at a desk afterwards.

## Frequently Asked Questions

### Can technicians use this on a phone?

Yes, with a mobile layout built from the desktop. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### How is completion evidenced?

With a checklist and an attached photo.

### Do costs reach the ERP?

Yes, through the native integration.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.