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Site projects and work orders

Site projects, work orders and internal tickets

For construction, installation and maintenance work, where the job is somewhere else.

In short

Unnati holds areas, projects, tasks and work orders for work that happens on a site rather than at a desk. Internal tickets let your own team raise a job, give it a type and a status, and turn it into a work order with an owner and a date. A cutting optimisation service plans material to reduce scrap.

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How it works

A work order that survives contact with the site

Site work is measured, billed and disputed in stages. The chain below keeps the measurement, the material and the snag on the same order, so an RA bill can be defended.

Step 1 of 6Work OrdersWO-2609-0088
What happensThe order carries the project, the site, the client and the contract value.What it carries inThe customer and the quotation it was won on.
And all of this is already true
An RA bill can be defended line by lineMeasurement, rate, retention and what was billed before are all on the order.
Wastage is planned, not explainedThe cutting plan says what the yield should be before the material is cut.
A snag has an owner and an ageWhich is what makes a handover meeting short.
Site material comes out of the same stockIssued against the work order, so consumption and the godown agree.
In more detail

How it works in practice

The screens in order, and what happens as a record moves through them.

WHERE THE WORK IS ENTERED — SITE PROJECTS AND WORK ORDERSAND THESE READ IT, UNPROMPTEDProjectsThe job as a wholeAreasThe site broken into areasTasksWhat has to be done in each areaWork OrdersThe instruction to do the workTickets, Ticket Types and Ticket StatusInternal requests from your own teamOne recordOne databaseNo export, no re-typingHash-chained audit trailTaskifyBoards, sprints, timesheets and billing rates.ProductionBOM, manufacturing orders and job work.Stock ManagementItems, batches, bins and godowns, counted li…Purchase OrderMaterial request

  1. A project that is organised the way the site is

    Site work is not a list of tasks in a straight line; it is areas, each at a different stage, each needing material and people at a different time.

  2. Work orders and internal tickets

    A ticket is how your own team asks for something to be done: a breakdown, a modification, an inspection.

  3. Cutting plans that waste less material

    Where material is cut to size, the plan decides the scrap.

Works with

The modules this one talks to

Unnati is one database, so these are not integrations. They are the same records seen from another screen.

TaskifyBoards, sprints, timesheets and billing rates.ProductionBOM, manufacturing orders and job work.Stock ManagementItems, batches, bins and godowns, counted live.Purchase OrderMaterial request, RFQ, PO, vendor bill.
Questions

Site Projects and Work Orders: what buyers ask

No. Taskify is for office and services work: boards, sprints, timesheets and billing rates. This module is for work on a site, organised by area, with work orders and internal tickets. Many customers run both, and they share the same users, permissions and reporting.
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Start where you are

See Site Projects and Work Orders on your own data

Start a free trial with just this module switched on, or ask us to walk through it with your team.

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Prefer to read first? The comparisons with Tally, Odoo, ERPNext and Zoho are written to be checked, not believed — each one names what the other product does better.