Service software where every line says where its price came from.
When the invoice lands a fortnight after the engineer left, the argument is never about the work — it is about the rate. OrderPulse prices each line from a rate book, keeps that book’s rate beside any figure agreed at the door, and records why a minimum or a ceiling moved the number.
The problems equipment service and repair actually has
- A call-out priced from memory, then argued about when the invoice lands
- Rates agreed at the door that nobody wrote a reason against
- Minimum charges and call-out fees applied differently by every engineer
- A second trip to the same fault raised as though it were a new job
- Work finished weeks ago that nobody ever got round to invoicing
Equipment service software built for how your routes run
Priced from a rate book
Every line records which book set its rate, so a question about the price has an answer rather than a shrug.
Overrides keep the original
A rate agreed at the door replaces the book’s, but the book’s rate is kept beside it with who changed it and why. The gap is what discounting costs you.
Minimums and ceilings
Minimum charge, minimum and maximum quantity. When a floor or a ceiling moves the billed figure, the line says which one did.
Dispatch by dragging
Technicians are rows, days are columns. Drag a job onto an engineer and it is booked; skills and patch feed the suggestion.
A second visit stays on the job
Visits are numbered against the work order, with a time window and a reason when one fails, so a repeat trip is visible rather than hidden in a new job.
Billed when it closes
Completed and not yet billed is a state you can work from, so finished jobs stop ageing quietly.
Equipment service software: frequently asked questions
How is a job priced?
From service price books, which hold rates per customer, customer group or zone with quantity tiers. Each work order line records the book that set its rate, so the provenance of a price is on the line rather than in somebody’s memory.
Can an engineer agree a different rate at the door?
Yes. An override replaces the book’s rate, but the book’s figure is kept alongside it with the reason, who agreed it and when. The difference between the two is visible rather than absorbed.
What happens when the first visit does not fix it?
The visit is completed or failed in its own right, with a failure reason, and the work order stays open. The return trip is the next numbered visit on the same job, not a new one.
See also: Service: the dispatch board in detail · Back office: invoicing and AR · Delivery: send an engineer’s day to a round
Bring us a job that got argued about.
Request a 30-minute demo and we’ll price it from a rate book, override a line with a reason, and show you the gap the discount left.
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