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.
The 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.
A board, not a pile
Every open job in one view, grouped by the step it is waiting on. The jobs that need somebody today are the ones at the top.
Parts on the job
Reserve stock against the order, or raise a purchase order for what you do not hold. The job shows what it is waiting for and what has arrived.
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
Notify at the steps that matter, received, ready and collected, from your own email domain, without anyone rekeying an address.
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 work order shows what it is waiting for, the purchase order links back to the job, and the board moves it forward when the part is received.
Do the technicians need their own logins?
Give everyone one. Users are not billed per seat, 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.
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