Feature Request: Work Orders / Repair Service Tracking

Feature Request: Work Orders / Repair Service Tracking

I wanted to bring up a feature request that was archived but very popular in the old community which is workorders.  The original read only link is here and it was a notably popular suggestion and one that would make square much more useful.  Here's the important bit from the archived post by @AdminBoB 

 

When is Square going to get Work Orders? Not Purchase Orders or Sales Receipts... Work Orders. Work Orders are different from Purchase Orders as Purchase Orders are for purchasing inventory from Vendors. Work Orders are similar to Sales Receipts as I am selling a customer an item, but unlike a Sales Receipt, the order is not fulfilled in the moment, it takes time to fulfill and the Work Order tracks progress. The current Ticket System is similar but not a true Work Order system.

 

For example... A customer comes to the store and would like something custom made, not a standard stock inventory item. This process will take several weeks. We create a Work Order with the customer's information. The work order has a notes section so we can add instructions / comments about the order. Notes can be added as the Work Order progresses as well about the progress being made. As we use items from inventory (or parts of items... think 3 feet of material from a bolt of fabric) for the item being made, they are added to the work order. Once the order is complete, the Work Order is then 'sold' to the customer. This closes the Work Order, debits inventory for all parts used and generates a Sales Receipt (which references the Work Order Number that generated it) for the sale of the created item.

 

 

This would make me switch from Lightspeed and I know many other repair shops would as well. 

 

3 Replies

I would love to see this for the home repair industry. However, the best feature would involve seamless conversion from estimate to work order to invoice

Alumni
 
️ Kristen
Square Community Manager
Product Engagement

Has any progress been made in the past 2 years on creating work orders in Square? My sales person told me it exists, but I cannot find it.