Guide

How to manage work orders end-to-end

Capture, dispatch, complete, invoice — one record per order, one platform.

Step-by-step

  1. Step 01

    Capture the request

    Create a work item with client + due date.

  2. Step 02

    Triage + assign

    Set priority; assign team members.

  3. Step 03

    Execute on mobile

    Tasks + files + photos captured in the field.

  4. 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?

Hosted status link ships with the customer portal.

Apply this to your business

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