Work Order Tracker

Desktop Mobile

Gmail Connect to Xero New Order

Total: 8 records

ID	Task/Job	Project/Location/Site Details	Remarks	Action
2465	Gutter Repairs	54 Lorcan Road	invoice sent	Row Color Edit Order
2466	Clean Mould (Corner ceiling wall front bed may be more)	32 Littlpace Way Place Dublin 15	invoive	Row Color Edit Order
2467	Fix Toilet (in own home)	???????	invoice	Row Color Edit Order
2468	new velux x 2	1 anne devlin	new velux by 2	Row Color Edit Order
2469	Replace 2 slates in the roof - plastering - 2 holes in boards - ceiling repair - quote cut a bush	1 The Rise Sallins park	invoice sent	Row Color Edit Order
2470	Check Roof repairs complete & roof water tight	16 Ashford Street Dublin	invoice sent	Row Color Edit Order
3405	118 merrion grove paint cupboard and invoice	118 merrion grove	chase invoice	Row Color Edit Order
3406	peter fenlon sister boiler investigation	peter fenlon sister	peter fenlon sister	Row Color Edit Order

Client Tabs: Filter the list by clicking client names at the top.
Today / 3 Days: Quick filters below the header to see recent job creation.
Show Closed/Cancelled: Reveal completed or cancelled jobs (hidden by default).
Stats: Click the pie chart icon to see a progress overview.

Gmail Dashboard: Access it via the red Google icon to see incoming job requests.
AI Extraction: The system automatically reads emails and PDFs to extract Site Addresses, Job Codes, and Contact Names.
Importing: One-click import pre-fills the new order form with all AI-extracted data.
Sequential POs: Clients like Aspen and DND automatically get the next available PO number suggested.

Inline Editing: Click and type in most table cells to auto-save changes instantly.
WhatsApp Dispatches: Selecting a user enables the WhatsApp button to send job details to workers.
Invoice Status: Tracks the lifecycle of a job's billing (Drafted, Sent, Paid).
Xero Previews: Clicking "Generate Xero" now shows a full preview of the description and contact details before creating the draft.
Bulk Invoicing: Select multiple jobs (checkboxes) to create a grouped invoice.
- Only Completed or Closed jobs can be selected.
- Review all itemized descriptions in the preview modal.
- Set a Custom Global Reference (e.g., "Monthly Maintenance") for the entire batch.
Automatic Sync: If an invoice is Paid, Voided, or Deleted in Xero, the tracker updates automatically via webhooks.

Auto-Sync: Every table edit is pushed to the client's sheet in real-time.
Full Refresh: Use "Sync Database to Google Sheet" in Client Details to rebuild a client's entire sheet.

Tip: Use the History option in the action menu to see who changed what and when.

Callout List