How to Run a Work Order Process

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

Create the work orders table in Jestor, connected to clients and technicians.
Build a mobile layout so technicians use it in the field.
Connect materials so cost accumulates on the order.
Add a checklist and an attachment field for completion evidence.
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.

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 and see how to take your company's operations to a new level of efficiency and control.

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