Take the job in, and know where it is
Every job on one board, from the moment it arrives to the moment it is invoiced, with the parts and the labor on the same record.
Watch Omni at workThe job came in on Tuesday. The part was ordered Wednesday, or somebody thinks it was. The customer called on Friday and nobody at the counter could say where it stood without walking to the back.
A work order in Omni is one record carrying all of it: what came in, what was promised, what it needs, who is on it, and what it costs. The board shows every open job at once, and the invoice is built from the same record rather than retyped from it.
What a job-based operation runs on
Intake that captures the detail
Take the job in with the customer, the item, the fault and the promise date on one screen. What the counter writes down is what the bench sees.
Every job on one board
Every open job in one view, in a lane for the step it is on. Drag a job to the next lane when the work moves.
Parts on the job
Stock is reserved for the job when it reaches its allocation step. A part you do not hold shows as backordered and lands on your purchasing list, and when it arrives the waiting jobs are filled in order and marked ready.
Labor and cost on the same record
Time and parts land on the job as they happen, so the margin is visible before the invoice goes out rather than after.
The customer knows where it stands
Customers hear from you when the estimate is ready, when work starts and when the job is ready to collect, by email from your own domain.
Invoice from the job
The invoice is built from the work order it came from. What was quoted, what changed and what is owed all trace back to one record.
Runs on Grow — $199/mo
Keep the storefront and the books you already have
Omni sits between them. Shopify keeps selling to whoever arrives; QuickBooks or Xero keeps the ledger. Omni runs the operational middle: the jobs, the parts, the labor and the invoices those two were never built to track.
Questions people ask
Is a work order different from an order?
It is the same record with a different job to do. An order that needs work carries the steps, the parts and the labor; one that just needs picking does not. Both draw on the same stock and the same customer.
Can a job wait on a part we do not have?
That is the common case. The part shows on the job as backordered and joins your purchasing list. When the purchase order is received, Omni fills the jobs waiting on that part in the order they came in and marks them ready.
Do the technicians need their own logins?
Give everyone one. Users are not billed per seat: Grow includes 25, Scale 100, and Power and Elite have no cap, so putting the whole bench in the system costs the same as putting one person in it. There is a shop-floor role that lands straight on the work board.
Which plan do I need?
Work orders and purchasing are on Grow and above. The board, the parts and the invoicing are all part of it.
Worth reading next
See it run your work board
Seven days free, and your card stays in your pocket.