Features
Project management for job-based service businesses
The project is the place the office and field return to when they need to understand the job. Start with its name, then add the records as the work develops.
Where the work gets disconnected
- The calendar, quote and receipts describe different versions of the job.
- Assigned people cannot find site instructions.
- Progress and financial records get separated at handover.
Harbour Deck Rebuild
Dartmouth, NS
9:00 AM–4:00 PM · Avery & Jordan
Framing is complete. Decking and railings are next.
Jordan Lee · May 21How the work moves through Ordvero
Create the job record
Name the project and link the client and site. Add job types and labels where useful. Start without a schedule if the dates are not yet known.
Give the team the right context
Assign people within your permissions and provide field instructions. Keep private internal notes separate from information intended for assigned staff.
Connect activity as it happens
Attach scheduled work, reviewed receipts, time and field updates to the project. Use photos and document records to support the next office or field decision.
Review completion and finances
Check the work status, invoices, payments and recorded costs together. Completing the work does not itself mean the client has paid or every cost has been recorded.
Who this fits
For small service teams managing individual visits and multi-day jobs. This workflow organizes operations rather than engineering designs or complex construction dependencies.
Useful questions
Can a project start without a client?
Yes. A project can be internal or unassigned, with a client linked later.
Can I keep several jobs for one client?
Yes. Each project keeps its own work and cost records while linking back to the client.
Keep the next part connected
Start with your next job.
See how the project record fits your business, then choose a plan.
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