Tribe CRM ensures that you streamline the processes within your organisation. From sales, to planning, to delivery and invoicing. The work order contains all agreements made, hours and materials. Colleagues have insight into each other's planning through synchronisation with the Outlook and Gmail calendars. The field service ensures that the work order is digitally signed by the customer directly on site. The back office then sends the invoice. This creates a flow from planning to work order to invoice.
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Plan work orders in the planner and synchronise them with your calendar
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On the handy work order dashboard, you can immediately see which work orders have been scheduled and plan new ones. These are also displayed in the calendar in My workplace and you can synchronise the calendar with your outlook calendar. Handy!
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Dashboard of the work order module in Tribe CRM
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Synchronise your calendar in Tribe CRM
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Create a work order where you need it
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A work order records hours worked and products delivered. After visiting a customer, this work order can be signed digitally or directly on site so that the invoice can be sent afterwards. With the work order module, you can easily create work orders from a project, a won sales opportunity or directly linked to a relation.
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Add a work order to a project in Tribe CRM
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Automatically register hours on the work order
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Once the work order is created, hours can be booked directly on this work order via your smartphone, tablet or PC. This can be done manually (1) or with the handy timer (2).
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Editing a work order on your phone in Tribe CRM
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Edit a work order on your tablet in Tribe CRM
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Booking products on the work order
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When visiting a customer where products are also delivered, these can be shown directly on the work order, in addition to the hours. This way, the customer sees exactly what the products to be delivered are and can be checked immediately. Fewer misunderstandings and a professional service.
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A work order with both products and hours in Tribe CRM
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Send the work order immediately after the visit
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At the end of the visit, the work order can be reported Done and sent directly to the customer. If that work order does not need to be signed, you can send a Work Order for information (1). You can also have the work order signed digitally (2) so that it can then be processed directly into an invoice (3).
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Send a work order directly in Tribe CRM
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An accompanying e-mail in your own corporate identity in Tribe CRM
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The work order can also be completely adapted to your own corporate identity. The customer can click on the link and view and approve the work order directly in a web browser. The employee can also display the work order on the screen of a tablet and have it signed immediately:
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Viewing a work order in the web browser in Tribe CRM
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Approve a work order in the web browser in Tribe CRM
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Transfer work order to an invoice
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Experience even more convenience by transferring the work order directly to a professional invoice. The lines of the work order are transferred into the invoice and it can be sent directly.
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Invoice from a work order in Tribe CRM
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Work order dashboard
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On the handy Work Order Dashboard, you can immediately see the planning (1) for each employee and the hours per employee. You can expand the dashboard with your own widgets and views. This way, you keep a good overview and you can quickly click through to the work order you want to work on.
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You can find more information about working with the work order module in the article How do I work with the work order module?
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Administrators of Tribe CRM can easily activate the Work Order module themselves. You can do this in the account settings:
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