Work orders
You know the situation: a customer request by email, the order in a spreadsheet, the report on paper, the invoice who-knows-where. intuAid runs the order from start to finish in one flow.
Customer requests pile up in Outlook. What the status is, who is on it, when the appointment is, nobody knows.
Scheduling types the order into the ERP, the technician writes hours on paper, someone transfers them. Three places, three sources of error.
The order is done, but the invoice has to wait two weeks because the report still has to be typed up.
intuAid work orders are a continuous workflow that runs a service order from the installation, through mobile documentation on site, to the digital signature and feedback into the ERP, all in one system.
Work orders close the gaps between request, job and invoice. Scheduling plans from one system, technicians document on site mobile and offline, and accounting gets the finished order the same day. That cuts the recording effort and gets invoices out faster, instead of waiting two weeks.
A ticket from Self Service, a call from the hotline team, a maintenance plan or an incoming email. Everything becomes an order with device context.
The technician gets the order on their smartphone. Hours, material, photos, signature, all recorded right at the device, even offline.
The customer signs on the tablet, intuAid generates the PDF with all the data and sends it to the customer and to accounting. An end to paper circulating around.
Every order is assigned to the installation. On the next job the technician sees what was done last, without asking the office.
Hours, material, status, everything flows back into the ERP. Invoicing runs the same day, not two weeks later.
Who benefits
Plans orders from one system. Sees who has what and where, and when they are free.
Has the order on their phone, documents on site and is done with the paperwork by the time they head out.
Gets the completed order with all the data the same day. The invoice is out before the order goes cold.
For full order management with ERP sync, yes. With CORE you can receive tickets from Self Service and process them manually.
Yes. Orders are stored locally on the device and synchronized as soon as there is a connection again.
Yes, through the External Providers feature partners get controlled access to exactly the orders that are released for them.
In principle almost any system can be connected. We review the current state together and put together an individual proposal for your infrastructure.
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