An order is the commercial agreement with the customer. A job is the operational work that is planned and carried out.
What belongs to an order
An order can contain:
The customer, contact, service recipient, and invoice recipient
Order lines, prices, payment information, and invoices
Address, project, department, notes, and attachments
One or more single jobs or recurring job plans
Use Orders when you need the complete customer and commercial overview.
What belongs to a job
A job can contain:
A title and work description
Scheduled date, start time, duration, and transport time
Assigned employees and resources
Job-specific order lines, forms, files, reports, and time tracking
A work status such as not started, started, or finished
Use Jobs to plan and follow the work across all orders.
Choose the correct starting point
Create an order when you need customer, pricing, invoicing, or several jobs in one agreement.
Create a standalone job when you only need to plan the work. You can connect it to an order later.
Create a repeating order when the customer agreement should contain recurring job plans or invoice schedules.