Job order
Dimensions and photos.
Company type
Workshop: job, material and invoice, built for Canadian businesses
Invoices follow U.S. practice: GST/HST handled per province and county, net-30 terms if you need them, and payment by Interac e-Transfer, card or Interac e-Transfer. In a workshop doing custom work every job is different. The system opens the job with a work order, records the material and time used, and prepares delivery note and invoice with one click when done.
- English and community languages
- Stripe and CAD
- Roles and audit log
Job order
Customer request, dimensions and photos are added to the job order. The workshop employee enters time spent and material used on a tablet; the cost is visible before the job is finished.
The company approves quote and invoice amounts.
Delivery
When the job is finished, delivery note and invoice are prepared from the data in the job order; nothing needs retyping. For Canada, the QR invoice and GST/HST details are added.
GST/HST rates and accounting settings are clarified with the accountant.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Canadian-specific points
Canadian craft businesses often work with small teams and want simple software. The system can be used in DE, FR, IT, EN or TR, prices are shown in CAD, and setup and support run by e-mail.
Frequently asked questions
Can a separate quote be prepared for each job?
Yes; the quote is converted into a job order so data is not entered again.
Can photos be added from a phone?
Yes; photos are uploaded from the browser and linked to the job order.
Related topics
Orders and work orders
Order, bill of materials and work order together in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreStock and raw materials
Stock: raw material, semi-finished and finished goods in one place in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreDelivery note and invoice
Shipping: delivery note, Stripe and payment tracking in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn more