Systems
HomeSource CBMS HomeSource Commerce HomeSource Conversations HomeSource Gatekeeper HomeSource AI HomeSource Pay HomeSource RPS
Innovations
AP Queue Plaid Review Management
Website
ABW Appliances Albo Appliance Fuse Specialty Appliance Hagedorns Appliance Royal Green Rubinet Snyder Diamond
Success Stories
Appliance Solution Bill & Rod's Appliance Davie's Appliance Gorman Bros Marc's Appliance Warehouse Perryton Furniture Shore Appliance
Learn
Blog Learning Paths Webinars White Glove Customer Support
Connect
Careers Events Meet the Team Nexus: HomeSource User Conference Our Story
Contact Schedule a Demo
Work Order Management for Appliance, Furniture & Plumbing Retailers | HomeSource CBMS

HomeSource CBMS

Every job tracked.
Every team member ready.

When a job leaves your store, the crew should already have everything they need. CBMS Work Orders pulls the customer, the products, and the instructions straight from the sale, so your team shows up ready instead of calling back for details.

Schedule a Demo Back to CBMS

The problem

The job got sold. Now it lives on a clipboard and someone's memory.

The crew leaves without the full address, the right model, or the install notes. Something gets missed, status updates happen by phone, and the customer is usually the one who finds out first.

The payoff

The crew leaves with everything the job needs.

Every work order is born from the sale it belongs to, so the customer, the address, the products, and the instructions are already attached. Your team sees the full picture before they leave the building, updates status from the field, and the completed record stays in the system.

  • One packet, not a scramble at the truckCustomer details, location, products, and special instructions travel with the work order from assignment to completion.
  • Status your managers can see without a phone callScheduled, in progress, completed. Every open job is visible without pulling anyone off the floor.
  • Documentation that stays putNotes and photos attach to the work order itself, not a clipboard or someone's phone, so the history is there when a customer calls.
A work order open in HomeSource CBMS

Common Questions

What retailers ask about CBMS Work Orders.

Straight answers to the questions that come up most.

Both. Work orders can generate automatically from confirmed sales orders when operational work is required, or your team can create them manually when a job comes up outside the normal sales flow.
Yes. Notes, photos, and supporting documents attach directly to the work order record, from the field or the office.
Work orders can be assigned to individual team members or crews depending on the scope of the job.
Work orders coordinate with the CBMS delivery scheduler so operational jobs and delivery timing are managed together, not tracked separately.

See how CBMS Work Orders keeps your operations on track.

We'll walk through how your team currently manages post-sale work and show exactly where CBMS brings it together.

Schedule a Demo