Service
Plan jobs and maintenance orders, capture reports, and bill them.
Service orders, maintenance contracts, appointments in the team planner, and digital reports link to contacts and projects. Recurring maintenance is created automatically. Material and labor flow into documents. Field and office share the same data.
These are the points this module covers day to day.
The workflow in Jupiter ERP, on this page.
Screenshots from Jupiter ERP for features in this module.
Reports with text, signature, and attachments: in the browser or in the companion app. Stored on the order and contact.
Projects with tasks and milestones for longer customer work, alongside day-to-day service.
The team planner assigns jobs to technicians by drag & drop; the “My day” view bundles upcoming appointments and orders per employee.
What the module means in practice, beyond the feature list, with concrete day-to-day value in the panel.
Technical service and project work rarely happen only in the back office: appointments, reports, and material use happen on site; invoices in the office. Jupiter ERP links service orders to contacts, service objects, and optionally projects. Reports with signature and photos are captured in the browser or in the companion app.
Planned jobs are assigned in the team planner via drag and drop; the “My day” view bundles appointments per employee.
You create recurring maintenance once as a maintenance contract: interval, contact, optional asset as a service object, and the line items for every period. Jupiter ERP creates due maintenance orders or invoices, automatically or on demand.
You stop missing inspection dates. Dispatch sees next creation and period on the contract list. On site the report sits on the order; in the office billing uses the same data.
Adjust status, checklists, and extra fields in the panel to match your process: industry-specific fields for reports or orders without custom code. Material from inventory flows into reports and later into documents when you bill.
Service and the documents module share the same data foundation: one contact, one order, one report, and from there a partial or final invoice, without maintaining data in three systems. The order shows which quantities are still open.
Service keeps the job, the evidence, and the billing on one order. Planning, the report, and the invoice use the same contact and the same asset.
The dispatcher distributes work in the team planner. The person on site opens My Day or the app, calls, documents, and collects the signature. The office bills the material that sits on the report.
The app does not replace the panel. Posting, sending, and DATEV stay in the browser. Capture and working the job happen on the phone.
Recurring maintenance often hangs on an installation or a site. Service assets collect orders, reports, and maintenance contracts, even when the contact person changes. Due maintenance orders come from the contract, not from memory.
The portal description on the asset is separate from internal notes. Customers see only what you release for them.
What you can do in this module, no fluff. Details for individual panel features are under Features.
Orders with status, owners, and appointments. Each line shows delivered, billed, and open, and you bill that with a partial or final invoice.
Assets, equipment, or sites as objects with history of all visits and maintenance: ideal for recurring service.
Store intervals, create due maintenance orders or invoices automatically. Never miss a visit, capture the report on site, bill from the same order.
Status, checklists, and custom fields for your workflow: configurable in the panel, no custom code.
Track working time on tasks, projects, and jobs: a basis for billing and reporting.
How teams use Service day to day.
Job, report, and invoice sit on the same order. Signature and photos are captured on site in the browser or the Companion app. The office bills the quantities the job already recorded.
Maintenance contracts plan intervals and create due maintenance orders or invoices. Appointments live in the team planner. The day view gathers what one person has to do today. Report and billing hang on the same order.
Longer client work lives in projects with tasks and milestones. Time is booked on the task. Billing uses the same contacts and services as the running project.
These modules complement Service in typical workflows.
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.
