One order, all jobs
The service order contains the customer, site, contact person, machine, contract and priority. Below it, you plan one or more jobs with date and location.
Features · Organisation & collaboration
Service and maintenance
In Workspace, you link the customer order to specific jobs and suitable technicians. Your customer confirms the appointment via a link, without needing an account, and signs off the service report digitally. You define recurring maintenance once in the contract, and the draft invoices follow at the agreed interval.
Included in: Workspace
What your service team gains
The right technician
Technician profiles record countries of deployment, languages, qualifications and certifications. Your dispatchers filter by them and quickly find the right person.
Appointment via a link
You propose up to three time slots. Your customer confirms one of them or suggests alternatives, without a Workspace account.
Sign-off with signature
After the job, your customer confirms the service report with name and signature, on their own device or on the tablet on site.
From order to invoice
You create the service order with customer and site and plan the job below it.
Using “Arrange appointment”, you send your customer up to three time slots. Once they confirm one, Workspace assigns the technician and enters the appointment in job planning.
The technician reports travel, arrival on site, start of work, end of work and completion. Each step keeps its timestamp.
Your customer confirms the service report via a link. Workspace prepares the billing from the approved working time and the matching order line item.
What you can rely on
A job’s status results from defined actions, not from a free text field. The service order follows its jobs.
Your customer sees only the approved report version. A correction gets a new version with a new link; the confirmed report remains unchanged.
Workspace takes the customer price, currency and tax from the order line item. The later billing run uses exactly this stored status.
Workspace ensures that the same contract period or job is not billed twice.
If you start a new scheduling round, the new link replaces the old one. So only one status ever applies.
Invoices are created as drafts. You check the service period, line items and tax and finalise them through your usual invoicing process.
Maintenance contracts at a fixed interval
You create a recurring service contract as a contract service plan on the active customer contract. You set the term, service interval and billing interval separately: an annual contract can include four maintenance visits and still generate a single annual invoice.
You choose whether the invoice is created at the start of the period or after the confirmed service, per job or collectively per period. Workspace creates the draft invoice with the service period and the agreed order line items. If you change the plan, a new revision is created, and closed periods stay as they are.
Works together with
Appointments and availability
Your service jobs sit in the same planning as appointments, rooms and equipment.
View schedulingInvoices and billing
The draft invoice becomes a finished invoice in your usual process.
View billingMontakto
Our app for self-employed service technicians: plan service days and hand over the report directly at the customer’s. Montakto is coming soon.
View MontaktoFrequently asked questions
Which businesses is this suitable for?
For teams with dispatchers and field technicians, for example in machinery and plant service or with maintenance contracts at fixed intervals.
Does my customer need their own account?
No. They confirm the appointment and service report via a link you send them.
What kind of signature is this?
Your customer signs off the report on the screen. This is a simple electronic confirmation of the job, not a qualified electronic signature.
How do technicians report their progress?
Workspace provides an interface through which a mobile application loads a technician’s jobs and returns their status updates. For self-employed technicians who work alone, we are also building our app Montakto. It is coming soon.
What does it cost?
We give you the price in an offer, because it depends on the scope of your project.
Let’s talk about your service
Tell us how a service order runs at your company, from the call to the invoice. We show you how jobs, appointments, sign-off and maintenance contracts work together in Workspace.