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Work orders and visits

The whole job lives in one record

In Ritmas, the work order holds the whole job (scope, pricing, status, and history), and every scheduled field visit lives under it, so nothing about a job ends up scattered across tools.

One place for the job

Everything about the job in one record

The work order is the record that holds everything about a job. Scope, line-item pricing, notes, status, and full history live in one place, so you are never piecing a job back together from email, texts, and a paper folder.

  • Scope, pricing, and status all live on the work order
  • Notes and attachments stay with the job, not lost in a thread
  • Open one record and see the whole job at once
Visits under the job

Every trip is a visit under the work order

Real jobs take more than one trip. Every scheduled field event is a visit under the work order, each with its own crew, time, and status, so a diagnosis today and a repair next week stay tied to the same job instead of splitting into two.

  • Each visit carries its own crew, schedule, and status
  • Multi-trip jobs stay organized under one work order
  • Add a follow-up visit without starting a new job
Captured in the field

Forms, photos, and sign-off captured on the phone

The tech works the visit from their phone. Forms and checklists come up for the job at hand, photos and notes upload as they go, and the customer signs off on site, so the record is complete before they leave the driveway.

  • Attach the forms and checklists a job requires
  • Photos and notes upload straight from the field
  • Customer sign-off saves to the record on the spot

Keep every job in one record

or book a call

See why business is better with Ritmas

Scheduling and dispatchBuild the day on a calendar and a map.Estimates and approvalsGood, better, best, approved from a link.Invoicing and paymentsBill from the job and get paid on the spot.CRM and historyEvery customer and property, with full history.Route optimizationCut drive time and fit in more jobs.Reporting and analyticsSee revenue, margin, and what is working.Mobile appEverything the tech needs, on their phone.Online bookingLet customers book themselves, day or night.AI consultantAsk your business anything, get answers.
FAQ

Work-order questions

The short answers. Reach out any time if you want to dig into the details.

What is the difference between a work order and a visit?

The work order holds the whole job: scope, pricing, and status. Visits are the individual scheduled field events under it, so a job that takes several trips stays organized under one record.

Can I attach custom forms and checklists?

Yes. You attach the forms and checklists a job needs, so techs capture the right information on every visit.

Are photos and sign-off saved to the job?

Yes. Photos, notes, and signatures attach to the work order, so you have a complete record of what happened on site.

Keep reading

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