A work order comes in. The job is already filled in
Property managers and builders send work orders as PDFs, photos and emails. Drop one on the New job sheet, or give them a private address, and WhizInvoice reads it and fills in the job for you to check.
Check it, then make the job
The New job sheet fills in from the file and says what it found. Nothing is saved until you make the job.
What gets filled in
- Customer, phone, email and what the job is
- The address and suburb
- The Customer order number
- Notes: description, access notes, the site contact, who sent it, the due date and the approval limit
- Every listed item, matched to your price list
Matched to what you already have
Matching is plain rules on your own records, not a guess.
The right customer
By email, phone or name, so one branch of an agency is not mistaken for another.
The right site
An earlier job at the same street is used, written your way.
Your prices, always
Items are priced from your own price list. Prices on a builder’s order never reach the job, and the AI is never asked for a price.
Sent twice? You will know
If a live job already has that order number, you get a warning before you make another.
Work orders by email
Get an address
Press Get an address on the New job sheet and you have a private address just for work orders.
Give it to whoever sends them
Agents and builders email it directly, or you forward what lands in your inbox.
It waits for you
The owner and office get a bell line and a work orders to check strip on the Jobs page. Spam and duplicates are left out.
Check it
Check it opens the sheet filled in, with Open the file beside it. Or press Put it away.
The small print comes across too
The order number and the notes are ready for your team.
The order number follows the job
The Customer order number stays on the job, in search and in the data download. It carries onto the job’s draft quote and invoice as PO or work order, and prints on every design and PDF, so the invoice gets paid against the right order. The file stays with the job too.
Good to know
- Plans
- Starter and up, with drafts turned on in Settings
- Files
- PDF, photo, Word or plain text
- AI actions
- One read is one AI action, from your plan’s monthly allowance
- Emailed in
- Up to 40 a day. Ones you have not used go after 30 days, with their files
- Who
- Owner and office
Good to know
Which plans can read work orders?
Starter and up, with drafts turned on in Settings. Each read uses one AI action. Emails to a Free business are not read.
Will it use the prices on the work order?
No. Listed items are matched to your own price list and use your prices. Prices on the order are never carried across.
What if it reads something wrong?
You see everything on the sheet before anything is saved. Change what you need, then make the job.
Does the order number show on the invoice?
Yes. It prints on every design as PO or work order, even with the Job details block turned off.
Can it read a photo of a work order?
Yes, a photo or a scan. If it cannot read much of it, you still see what it found, and you fill in the rest.
Send your next work order through it
Try it with a 14 day free trial of Starter.
Free plan forever. No card needed to start.