Client Portal

Availableportal.erp.io/work-orders

Work orders

A work order is one piece of deliverable work for one client. It is the thing a client sees, comments on, and eventually gets billed for.

Belongs to
One client
Visible to
That client
States
Configurable
Blocks on
Client input

The shape of one

A work order names what is being done, for whom, by when, by whom, and what state it is in. It carries the messages exchanged about it and the files produced. That is deliberately less structure than a project — the client is looking at it, and a client does not want a work breakdown.

portal.erp.io/work-orders
Work orders

86 open · 14 awaiting client

FilterNew work order
Open86Awaiting client14Delivered
Work orderClientOwnerDueState
Quarterly content — AprilMeridian GroupTom18 AprIn progress
Site auditCoastline LtdPriya12 AprAwaiting client
Brand refreshAcme IncDana30 AprIn progress
Onboarding setupFielding & CoSam9 AprOverdue
March reportHarbour LogisticsTom2 AprDelivered
Work orders across clients. "Awaiting client" is the state worth watching.

Awaiting client

The most useful state in the module. Work blocked on the client is invisible in most systems, which means it silently becomes your delay in the client's memory. Making it an explicit state, visible to both sides, changes that conversation entirely — and the list of work orders awaiting client input is the single most valuable report here.

  • Use it whenever you genuinely cannot proceed, and be specific about what you need.
  • Use a form when what you need is structured — it collects the answer rather than starting a thread.
  • Review the list weekly. A work order awaiting client for a month is a commercial conversation, not a delivery one.

What the client sees

The client sees their own work orders with the state, the due date, the messages and the delivered files. They do not see your internal notes, your costs, or anybody else's work.

Write every message as though the client will read it, because they will

Messages on a work order are client-visible by default. The internal conversation belongs in Chat or on the internal notes, not in the thread the client is watching.

What this does not do

No time tracking

Work orders do not record hours.

No dependencies

One work order does not block another.

No client-side approval workflow

A client can comment; there is no formal approve/reject gate.

No automatic invoicing on delivery

Delivery and billing are separate steps.

Questions

Can a work order span two clients?

No. One client each.

Can we template recurring work?

Yes, through Services.

Do clients get notified?

Yes, on state changes and messages.