A Service Order in Taskip is an automatically generated record created when a client purchases a service or package from the Service Catalog. It acts as a centralized execution unit that connects service details, client information, project work, tasks, invoices, and delivery tracking.
Purpose
- Serve as the execution container for client purchases
- Link services with projects, tasks, and invoices
- Track the full delivery lifecycle of a service
- Ensure structured and consistent service execution
Service Order Contains
- Service and package details
- Client information
- Payment status
- Order type (One-time or Package)
- Linked project and tasks
- Delivery date
- Order status and history
Service Orders List (Table View)
Path
Main Menu → Service Orders
Description
Displays all service orders in a structured table format for tracking and management.
Table Fields
- Order ID: Unique identifier for each order
- Service Name: Name of the purchased service
- Client: Customer who placed the order
- Service Type: One-time or Subscription
- Payment Status: Paid, Pending, Failed
- Price: Total order amount
- Project: Linked execution project
- Delivery Date: Expected completion date
- Status: Current order stage
- Action: Quick management options
Order Lifecycle
- Pending: Order created, not started
- In Progress: Work has started
- Under Review: Internal or client review stage
- Completed: Order fully delivered
Order Details View
When an order is opened, Taskip displays a detailed workspace including:
Order Summary
- Service Name
- Client Name
- Delivery Date
- Price
- Payment Status
- Order Type
- Order Status
Order Modules (Tabs)
- Timeline
- Project
- Invoice
- Notes
- Intake Form Submissions
- History
- Filter