Capture a request
Create a customer-linked job with a meaningful scope and priority.
FEATURE / JOB MANAGEMENT
Jobs & work orders
Keep every job organised from intake to completion. Track customer details, service history, assigned teams, status and billable work.
HOW THE WORKFLOW RUNS
A practical workflow, not another disconnected tool.
Coordinate the work
Assign a responsible teammate and schedule one or more service visits.
Close the loop
Review work notes, completion evidence and billing status.
BUSINESS VALUE
Keep information close to the work.
Customer, work order and invoice data stay connected.
Start a workspace →CONNECTED FEATURES
The rest of your service operation.
Drag-and-drop scheduling
Put your week in focus. Coordinate visits, assign technicians and adjust upcoming appointments from one shared calendar.
Discover feature →Recurring visits
Schedule repeat work weekly, biweekly or monthly. Generate the upcoming visits reliably without rebuilding the same work order.
Discover feature →Client relationships
Client details, job history, estimates and invoices are connected to a single workspace record.
Discover feature →OPERATIONAL GUIDANCE
What to check before this goes live.
A connected workflow is only useful when the people, data and configuration around it are reliable.
Data quality
Keep client details, job scope, dates and document figures accurate. Resolve conflicting information before sending customer communications.
Correct permissions
Provide staff the least access needed. Confirm client visibility, private documents and work assignments with at least two user roles in staging.
Production validation
Test the actual business workflow, cron and communications on your hosting environment. Never assume a styled screen means integration is complete.
TRY THE WORKFLOW
Keep learning connected to doing.
Existing workspace users can move from this guide to the relevant secure screen. Sign-in and business-role permissions apply to all account actions.
COMMON QUESTIONS
Answers before you commit.
What does Jobs & work orders mean in ZelvotriX?
Keep every job organised from intake to completion. Track customer details, service history, assigned teams, status and billable work.
Is this feature available in the web app?
This workflow is included in the current web platform; configuration, provider integrations and deployment validation may be needed for parts of the feature.
How are multiple appointments related to one job?
A job can contain multiple visits, supporting follow-ups and distinct attendance records.
Can technicians see every customer?
Technicians are limited to permitted work; customer and finance access is controlled server-side.
What happens after a job is completed?
Review notes and evidence, then prepare an invoice using the financial workspace.
MAKE ROOM TO GROW
Create your workspace ↗Bring the whole workday into focus.
Keep your people, customers and work moving on one platform.