Service Order Software: Simplify Benefits & Stages 

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Service Order Software

Inefficient Service Order Software and the lack of basic tools such as work order management software can lead to workflow delays, increased costs, lack of accountability, and a backlog of to-do lists.

The key to evaluating the current Service Order Management System is to identify workflow gaps. This allows you to update ineffective methods and rebuild the process to ensure smooth operation from start to finish.

This article describes how to set up a fully functional work order system so that organizations can better manage and execute work order process flows.

What is a Service Order Software?

A Service Order Software Solution like Keysmart CMMS for clients is a formal request for services. It is the beginning of your interaction and the primary way to communicate your business requirements. Customers don’t want to spend tons of time sending Service orders, and they don’t want to wait until business hours to make a request. They want a simple process that can be accessed at any time, and they want to know that when this request is sent, the team takes action.

Technicians are in the field, racing from job to job. They rely on work orders to provide all the information they need to make a successful service call. It may include location, time and job description, as well as availability, part number, access instructions and more. Of course, the technician does not have a desktop computer. They need study instructions that are easy to find, easy to read, and make sure they contain up-to-date information.

As a record of each job, business instructions guide your business. It is a channel for business from customers, it is an instruction to do the work, and it is the basis for sending invoices. These forms are essential for your success, so you need robust, efficient and reliable work order software to manage them.

What are the stages of a Service Order Software?

Best Service Order Management Software request management processes are designed to ensure accountability and on-time delivery at every step required to complete a job request, from start-up to billing phase.To optimize the efficiency of the work order process, or you need to understand every step of the service order process to identify and solve work order problems.

The stages of the service order process typically include the following:

  • Initiation

A service order is a work request that contains a description of the work to be performed, customer information, contact person, workplace, billing information, priority level, due date, and account manager.

The work order should also contain more specific details such as an image of the equipment to be installed or repaired, a serial number, and a detailed description to prevent possible service errors.

  • Planning

When creating, approving and prioritizing service orders, ask yourself the following questions when choosing the right person for your request:

  • How many people does it take to finish the job?
  • Where is the field position?
  • Which technician is closest to you?
  • What skills and expertise do tasks require?
  • Which of the field personnel is available for the planned work?

If you do not have field technicians, or if you need capabilities that go beyond what you can currently provide for your service request, consider hiring a reliable external contractor.

  • Dispatch and Scheduling

After selecting the appropriate technician, use the dispatch and scheduling features of the Field Service management software to assign work orders. By tracking assignments on a central schedule or dispatch dashboard, you can track equipment maintenance, service appointments, and overall visibility of technician schedules. It also helps to avoid double bookings and better manage customer expectations.

  • Fulfillment and Execution

The execution phase is when a field Service engineer (FSE) or technician performs the task described in the work order. The FSE should know what the job requires, the necessary parts or equipment, and the reference materials that will be used when necessary to complete the job efficiently and successfully.

Monitor and record how long it takes to complete all tasks, keep your team in the loop at all times and reduce forgotten minutes. To effectively implement quality assurance, make sure that the lines of communication between back office staff, managers and field technicians are open throughout the process.

  • Inspection or verification

During the inspection phase, non-technical personnel check and compile the billable fees to ensure the accuracy of all information before billing.

Fulfill your Work Orders Management When the job is nearing completion, managers and team leaders check the fees so that they have enough time to coordinate the data, check for errors and ensure the accuracy of the total number. Some projects with a large number of moving parts are difficult to calculate and verify. Review and verify billable activities more efficiently using a work order management platform with accounting software integration.

What are the benefits of a Service Order Management System?

Field Service Management (FSM) software like Service Order Management System enables the fast, easy and accurate processing of critical work orders.  The processing of work orders through FSM software reduces errors, frees up working hours, provides faster service to customers and speeds up payouts. 

Facilitate the submission and approval of work orders

Since work orders are the main channel of the new business, we want to make it as easy as possible for customers to send requests. The FSM system allows customers to submit online forms that they can fill out anytime, anywhere. Technicians and sales representatives can also place orders from the field if necessary.

After the order is entered into the system, the administrator can track the job in 1 place, add important details, approve, assign and schedule it. Even complex tasks are easy to manage. For example, in 1 service order, there may be more than one technician and more than one scheduled task, depending on what needs to be done. Instead of tracking on paper or spreadsheets, you can process complex work orders with the FSM software in just a few clicks.

Less manual work means fewer errors, less Deceleration time between sending a work order and completing the job, and lower costs. 

Keep the team updated

The FSM system allows everyone in your team to see the details and status of their work. A dedicated portal provides status information to customers, so they do not need to call or send emails to get information. When a technician is working on a job, they have access to the latest working instructions, so they won’t miss a slow change. Once you’re done, you can add notes, status changes, and photos to your recordings via a simple mobile interface. You and your customers will not be waiting for updates.

Keep good records

If you are currently using a spreadsheet or paper, it is very difficult to compile information to analyze activities and trends over time. And it is especially difficult to search for certain information.

The FSM system changes the equation, keeps all the information in one place and provides the ability to quickly Decipher the details.1 With the reports and dashboards provided by FSM software, you can analyze quarterly or quarterly results to determine high-value customers, top-performing technicians and profitability.

You may not be asking yourself the question: “What is a Service Order?” In a very long time. But if you are planning to grow your business this year, it is important to understand how important these are and have the intelligence to manage them. If you need to learn more about Service Order or CMMS, Visit Keysmart YouTube


What is order management system software?

The Order Management System (OMS) is a digital way to manage the life cycle of an order. 1 Monitors all information and processes, including order entry, inventory management, fulfillment and after-sales service.

What is order entry software?

With the correct order entry software, centralized data about sales orders from each B2B sales channel will be provided. This increases the transparency and control of the sales order cycle and improves order-to-cash insight.

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One thought on “Service Order Software: Simplify Benefits & Stages 

  1. Mohamed says:

    it is a very good system and it helps me in organize my company

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