Imagine having a virtual assistant that prepares the ground for you every time you need to handle a complicated job order. Well, job order templates in management software are just like that reliable work companion! They are like a kind of guide ready to simplify the process, saving you precious time and effort. It's a bit like having a personal trainer for your business, ready to give you the right push to achieve your goals without stress. In practice, they put you on the right path without letting you go crazy in the chaos of company orders.

In Microsoft Dynamics 365 Business Central, job orders are a very flexible feature as they allow for 360-degree management, from planning to budget analysis, project, and service activities. The high flexibility allows it to adapt well to very diverse sectors: construction, energy, IT, health care, communication services, and many others.

Flexibility can result in increased complexity, and that's why So Smart provides various templates for different types of job orders that guide you in creating the correct structure of the job order.

Try So Smart Templates

We have prepared specific templates for project and service-type job orders to distinguish between the different types of activities to monitor in each case.

These templates provide a basic structure that you can adapt to your specific needs.

Create Custom Templates

Creating a template to manage projects and services is an effective way to organize information and facilitate the planning and execution of activities. You can quickly create new specific templates for your company based on So Smart templates.

Below are two examples of how you could set up a job order template to manage projects and services.