Field Service · Service Order / Job

Run every job from request to invoice

Turn an inbound email request into a scheduled, tracked, and invoiced job without retyping a thing. GenLedge runs the full service order lifecycle: parts consumed on site, subcontractors brought onto the job, warranty returns handled in the field, and custody receipts closed out. One record carries the work from first request to final invoice.

Email-in

Service orders created from inbound email

End-to-end

Request to a completed, invoiced job

On-site

Warranty returns handled in the field

Per job

Parts and subcontractor cost tracked per job

Capabilities

Explore Service Order / Job

Everything below is a working part of the platform. Pick a capability to see what it does.

Inbound email being converted into a new service order form

Service orders that start from an email

An inbound service request lands in your inbox and becomes a structured service order, with customer, site, and issue captured without manual data entry.

  • Create service orders straight from inbound email
  • Customer, site, and issue parsed into fields
  • Review and confirm before the job opens
  • No re-keying request details by hand
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Split view of an inbound email beside the drafted service order it created

From inbox to opened job, automatically

Service requests rarely arrive as tidy forms; they show up as email. GenLedge reads the inbound request and drafts a service order with the customer, site, and issue already filled in, so you confirm instead of type.

  • Inbound email becomes a draft service order
  • Request details captured without re-keying
  • You review and open the job in a click
Service order summary rolling up parts, subcontractor, and return lines

Everything the job cost, on one record

Parts consumed, subcontractor work, and warranty returns all attach to the same service order. The job carries its own full picture, so when it is time to invoice, the cost of the work is already there.

  • Parts, subcontractors, and returns on one job
  • Material and labor cost tracked as work happens
  • Invoice from a record that is already complete
Return receipt document tied to a completed service order

A clean paper trail for the field

Field work generates hand-offs, from parts returned under warranty to custody items given back. GenLedge captures return receipts against the job, so every exchange is documented on the record instead of a slip of paper.

  • Warranty returns logged on site, on the job
  • Custody return receipts tied to the order
  • Documented hand-offs instead of loose paper
More in this product

Built into Service Order / Job

Email intake

Turn an inbound email request into a structured service order.

Job lifecycle

Move each job through clear stages from open to invoiced.

Parts consumed

Record the parts used on a job against the service order.

Subcontractor flow

Assign and track subcontracted work on the same job.

Warranty returns

Process warranty returns on site, tied to the originating job.

Custody receipts

Capture custody return receipts when items are handed back.

Integrates with your existing tools

QuickBooks
Xero
NetSuite logo
NetSuite
Salesforce logo
Salesforce
HubSpot
sage
Sage Intacct
Dynamics 365
Google Sheets
QuickBooks
Xero
NetSuite logo
NetSuite
Salesforce logo
Salesforce
HubSpot
sage
Sage Intacct
Dynamics 365
Google Sheets
FAQ

Questions about Service Order / Job

When a service request arrives by email, GenLedge reads it and drafts a service order with the customer, site, and issue filled in. You review the draft and open the job, with no manual re-keying of the request details.

See Service Order / Job on your own data

Book a demo and we'll set up a sandbox with your real data so you can judge it for yourself, before you commit to anything.