Work Orders Management

The Work Orders Management process in Nettware is designed to streamline the surveying, planning, execution, tracking and billing of repair services for reactive, quotes and inspection works carried out at client sites or internal locations.

This process covers a complete operational workflow—from assessment to delivery, purchasing, execution, and invoicing.

From Initial Site Survey / Inspection

• Create a Survey or initial Site Visit entry. Capture:

  • Property details

  • Access info

  • Photos and notes

  • Initial asset or condition assessments

• Assign a technician or estimator to record findings.

Prepare Work Quotations

• Based on the survey, generate a Work Quote or Sales Estimate:

  • Add services, labour, and materials

  • Bundle products/services as needed

  • Include valid dates, terms, and optional notes

• Send to client for approval, tracked in-platform.

• Once approved, it can be converted into:

  • Sales Order

  • Work Order

  • Or both

Work Order Creation & Scheduling

• From the quote or estimate, create a Work Order:

  • Assign to a staff member or team

  • Define date, time, and location (client property)

  • Include instructions, safety info, and client contact details

  • Attach relevant documents or compliance forms

• Add associated products/services from the inventory

Purchasing for the Job

• Generate Purchase Orders (POs) linked to the Work Order for:

  • Materials

  • Subcontracted labour

• Define delivery:

  • To business address

  • Direct to client property (if applicable)

• Upon receipt, convert to Purchase Invoices for supplier billing

• All costs are linked to the job for accurate expense tracking

Sales Order for Product Delivery (If Applicable)

• If client requires delivery of goods as part of the service:

  • Create a Sales Order from the quote or estimate

  • Schedule and manage delivery to the client's site

  • Track status and update the client via notifications

Execution of Work Order

• Field staff:

  • Start the job via the app/dashboard

  • Log time and used materials

  • Upload photos, notes, or checklists

  • Mark tasks and entire job as completed

• Updates sync in real time with the office team

Invoicing the Client

• Once the job is marked complete:

  • Convert the Work Order to a Sales Invoice

  • Include any services, labour, and delivered goods

  • Attach any final documents, reports, or photos

  • Send invoice to client with card payment option enabled