Request and quote
Customer details, location and history sit beside the request. The quote records items, value and deadline; once accepted, the same information becomes the basis for execution.
One job. One connected record.
A new-site request often starts in a message. BOS keeps the customer, location, agreed work and later field evidence connected instead of spreading them across separate files.
The workflow
What happens at each stage
Preparation
Before departure, the office checks the team, vehicle and materials. The work order assigns responsibility; inventory records what is prepared for this job.
Work on site
The crew adds time, materials, notes, photos and a signature while working. The office sees progress without waiting for a paper report.
Documentation
Reports and attachments stay with the customer and the work order. Changes are recorded along with who made them.
Invoicing and management view
Completed work and consumed materials become a clear basis for the invoice. Managers can see status, open tasks and payment progress.
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Related BOS workflows
Let us walk through your typical job.
A demonstration is most useful when it starts with a process your team already knows.