Calculate your ROI from switching over to BuildOps

Service Order Management Process

Jul. 8, 2022

What’s a Service Order Management Process?


Service order management is the process of creating and tracking service orders from start to finish. This includes everything from initial customer contact to job completion and invoicing. A well-run service order management process ensures that each job is completed efficiently and effectively, while also providing the customer with a positive experience.


hvac software roi calculator


There are a few key components to a successful service order management process:

Effective communication: Service orders can be complex, with many moving parts. Effective communication between all parties involved – the customer, the service provider, and any other relevant stakeholders – is essential to ensuring that everyone is on the same page and that the job is completed as expected.

Clear documentation: Well-documented service orders make it easier to track progress and ensure that all parties have the information they need. Clear documentation also makes it easier to identify and resolve any issues that may arise.

Effective scheduling: In order to complete service orders in a timely manner, effective scheduling is essential. This includes not only creating a realistic schedule for the job, but also ensuring that all parties involved are aware of the schedule and have the necessary resources available when they’re needed.

Quality control: A service order is not complete until the customer is satisfied with the results. Quality control measures should be in place to ensure that the job is completed to the customer’s satisfaction.


The service order management process is a critical part of any business that provides services to customers. By following the tips above, you can ensure that your service order management process is efficient and effective, and that your customers are always happy with the results.