Client and project context
Group the address, contact, instructions, assets, and trade-specific fields your team needs.
Features
Centralize the work document
The central record for every job, mandate, or project: custom fields, procedures, photos, time, notes, and approvals in one place.
Work document
The work document keeps all operational context together
The work document brings together the brief, tasks, field proof, procedures, captured time, and approvals. Field teams, project leads, and the back office work from the same record instead of rebuilding context after the fact.
What it does
A work document that follows the operation from the first request to billing
In Sequentia, the work document replaces the mix of paper forms, spreadsheets, emails, and scattered notes. It becomes the living record for the work to deliver: what was requested, who owns it, what was done, what proof was added, and what can be billed.
What the document centralizes
Field execution
Track tasks, procedures, photos, files, notes, and approvals while the work is moving.
Administrative data
Turn time, parts, expenses, and comments into clear follow-up for the back office.
Common use cases
The same foundation can represent multiple operational realities without forcing every team into one fixed model.
Field work order
Plan a job, document the work on mobile, attach photos, and collect client sign-off.
Service mandate
Track requests, responsibilities, conversations, and delivery steps for a specific client.
Internal or client project
Structure milestones, tasks, notes, and time so the project remains readable through closeout.
Inspection or audit
Complete a checklist, keep proof, assign corrective actions, and preserve the history.
Work document
Concrete benefits
The gains come from continuity: data captured while work happens remains usable all the way to the back office.
- Less duplicate entry between the field and the back office
Hours, notes, parts, and proof captured in the field stay in the record instead of being retyped elsewhere.
- Clear visibility for everyone involved
Technicians, project leads, administrators, and managers work from the same operational context.
- Full traceability of changes and approvals
Statuses, approvals, changes, and comments remain attached to the document for cleaner follow-up.
- Data ready for billing, reporting, and operational follow-up
The record already contains the information needed for billing, analysis, and client history.
Frequently asked questions
The questions teams usually ask when replacing scattered forms and files with a living work document.
How is this different from a classic work order?
A classic work order often describes one job. Sequentia's work document acts as a full record that connects tasks, time, proof, procedures, conversations, and approvals.
Can fields be adapted to our trade?
Yes. Sections, fields, statuses, and checklists can reflect how your team actually delivers work.
Is it useful for field teams?
Yes. The document is designed to centralize operational information, including the notes, photos, tasks, and approvals field teams need.
Let's talk about your needs.
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