Create orders from the admin and agent panels with attachments. Ordered services flow onto the client profile, and orders, invoices and tasks stay synchronized from the first request to delivery.
The challenges
- Service requests arriving by phone, WhatsApp and email with nowhere to record them.
- Attachments lost between the request and the work.
- Orders and invoices that disagree.
- No history of what a client has ordered.
Example workflow
- An admin or agent creates an order and attaches documents.
- The ordered services appear on the client profile.
- An invoice is raised from the order and tasks are generated.
- Staff deliver the work and the order is completed.
How Taxwise helps
Create from the field
Admin and agent panels can both place orders.
Attachments
Keep the documents that came with the request on the order.
Services flow to the client
Ordered services appear on the client profile automatically.
Always in sync
Orders, invoices and tasks update together.
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