Guide
How to manage work orders end-to-end
Capture, dispatch, complete, invoice — one record per order, one platform.
Before you start
A work order is useful only when it carries enough context for the office, field team, customer, and finance workflow. Before choosing a template, decide how intake, scheduling, tasks, files, reports, estimates, invoices, payments, and follow-up should move through one record. That record should be clear enough for a dispatcher, technician, manager, and billing person to trust later. Add photos, notes, approvals, and status changes while the work is still fresh, then close the loop with invoice status, payment tracking, and a customer communication history. A good work order also protects the next person in the chain: the technician knows what to do, the office knows what changed, and the billing team knows what can be charged.
Step-by-step
- Step 01
Capture the request
Create a work item with client + due date.
- Step 02
Triage + assign
Set priority; assign team members.
- Step 03
Execute on mobile
Tasks + files + photos captured in the field.
- Step 04
Close + invoice
Mark complete; promote to invoice in one click.
Frequently asked
Should I template common orders?
Yes — duplicate a closed work item as a template for repeating service types.
How do recurring orders work?
Mark a work item recurring; BisHub auto-generates instances.
Can two people own one order?
Yes — multiple assignees per work item.
What about emergency orders?
Priority field handles triage; dispatch from the calendar.
How do I track parts + labor?
Estimate / invoice line items distinguish them.
Can clients track status?
Yes. Client-facing portal and hosted status links let customers follow the work you choose to share.
Apply this to your business
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