Service
Jobs from order through billing.
Orders with status, owners, and appointments. Each line shows delivered, billed, and open, and you bill that with a partial or final invoice.
These are the points this feature covers day to day.
The workflow in Jupiter ERP, on this page.
Background, typical workflows, and concrete panel capabilities, more detail than the summary above.
Service orders bundle appointment, assignee, status, and contact, optionally linked to service object and project. Filters by status, technician, and date range give dispatchers the overview.
From the order come on-site reports and later a partial or final invoice in the office. Same master data, no duplicate customer entry. Each line still shows what was delivered, billed, and left open.
Appointments attach to the order; the team planner shows team utilization. Reschedule via drag and drop updates planning without a parallel calendar spreadsheet.
The order is the container for a job: who, when, where, in which status, for which customer and which asset.
Contact and asset are not entered again on the report or the invoice. Dispatcher, technician, and accounting work on the same order.
Service orders belong to the Service module.
The main building blocks at a glance, complemented by the longer description above.
Filter by status, technician, and period.
Appointments on the order with planning view.
A partial invoice for part of the open quantity, a final invoice for the rest. The order shows what is still open.
Partial invoices
Bill part of the work and keep the rest on the order.
Invoices
Professional outgoing invoices with status and archive.
Service reports
Document and bill work on site.
Team planner
Coordinate jobs across the team.
Service objects
Assets and equipment with history, independent of the customer.
Day planner
What’s on today: appointments and jobs per person at a glance.
App
Capture and field work on the phone. The panel stays in the browser.
Start for free: write invoices on the Free plan. Choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.
