Scheduling and Work Management
Learn how to efficiently schedule jobs, optimize resources, and manage your day-to-day operations.
By Bobby and 1 other2 authors16 articles
- Guided Work Order ClosingClose jobs with confidence - MotionOps checks for open invoices, uncollected money, and unbilled materials or hours first, and tells you exactly what's outstanding.
- Recurring Jobs & Automatic InvoicingSet up jobs that repeat on a schedule, with separate rules for when the work happens and when the customer is billed - fixed amounts or billed per completed visit.
- Unscheduled Jobs Panel: Drag to ScheduleSee every job waiting to be booked in a drawer on your Schedule, then drag it onto the calendar to create the appointment with details pre-filled.
- Materials on Web PageHow to track materials purchased for jobs
- Before, Progress, and After PhotosWhy is it important to catalogue Before, Progress and After Photos?
- Whole Work Order FlowHow to create a customer, create a proposal, schedule work order, invoice customer for work order.
- SchedulingHow to schedule events and different types of events that you can schedule
- PhotosUpload before, progress, and after photos of every job. Attach photos to proposals and invoices to send to the customer.
- TimesheetsTimesheets is where you can keep track of how long your employees spent on a job and manage your payroll short of paying your employees.
- Work OrdersWork order tab is where you can keep track of all of your work orders, see the status, and mark them all as closed when completed.
- Change OrdersHere you can easily create a change order and manage them on the web app.
- AI Feature: MaterialsWe’ve developed an AI-powered feature that lets you simply snap a photo of your receipt and upload it. Our AI will do the rest!
- Job Card ReportGenerate a comprehensive, printable report for any work order — including proposals, timesheets, invoices, checklists, waivers, and more.
- Change Order AgreementsAttach a legally binding agreement to any change order, collect signatures from your customer and your team, and keep a clear paper trail for every scope change.
- ChecklistsChecklists in MotionOps bring structure and consistency to every job. They ensure nothing gets overlooked, improve communication between the office and the field, and provide real-time visibility into job status…
- Canceling and Reopening a Work OrderCancel an ongoing work order when a job is discontinued, record the reason, and reopen it if circumstances change — all from the work order detail page.