Service
Coordinate jobs across the team.
Planning view for service appointments: move and assign orders and dates at a glance.
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.
The planning board shows service appointments and orders for multiple technicians. Move and assign via drag and drop. Utilization and open jobs are visible at a glance.
Ideal for trades, facility, and technical service where rescheduling is normal: changes land in the system immediately, not only on a whiteboard.
Every appointment stays on the service order and customer record: reports and invoices reference the same job number. No calendar island without customer context.
The board shows appointments and orders for several people. Moving an item assigns it. You do not keep a second list.
A calendar without an order knows neither the asset nor the report. In the team planner the appointment is only the time view of the service order.
The team planner belongs to the Service module.
The main building blocks at a glance, complemented by the longer description above.
Visually plan appointments within service orders.
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.
