Service
Document and bill work on site.
Reports capture time, material, and outcome, linked to order and customer.
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.
Reports capture text, material, photos, and signature: in the browser on tablet or laptop. Stored on the service order and contact, available in the customer portal when released.
Structured fields come from your service configuration: checklists, readings, or free text, tailored to maintenance, installation, or support.
Material and services from the report flow into invoicing: line items do not need to be reconstructed from memory later. Attachments land in Drive in the right context.
The report is the evidence of the visit. Fields come from your service configuration. Attachments stay in context, not in a private photo folder.
What was written down on site does not have to be reconstructed from memory on the invoice. Material and labour sit on the order.
Reports belong to the Service module and hang off the same order as the appointment and the invoice.
The main building blocks at a glance, complemented by the longer description above.
Structured fields per service configuration.
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.
