Work Order Software
Turn messy work orders into structured, automated workflows
People ❤️ Tallyfy
Simple for everyone. Powerful enough for pros.
"We can finally delegate work with confidence and focus on growing the business.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"We can finally delegate work with confidence and focus on growing the business.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
Is work order chaos okay?
What busywork costs your company
per week
per year
over 5 years
What will your team run on Tallyfy?
Start with one process your team repeats often.
- Done: Generate warehouse picklist from pending orders
- In progress: Assign warehouse picker to order batch
- Waiting: Prepare picking cart
Use this document to record your sales orders consistently every time. It covers all the fields you'll need: customer info, products or services, quantities, pricing, payment terms, and delivery details. Fill it out the same way each time so your orders are easy to track and nothing gets missed.
- Done: Submit PO request
- In progress: Review PO under $10k
- Waiting: Generate PO number
- Done: Consolidate order items from warehouse inventory
- In progress: Verify packing list matches customer order
- Waiting: Apply protective packaging for fragile items
- Done: Receive and log incoming shipment
- In progress: Create receiving log entry
- Waiting: Verify shipment against purchase order
- Done: Complete supplies purchase requisition form
- In progress: Submit for approval
- Waiting: Receive PO
Tallyfy® is Work Order Management Made Easy
Tired of juggling work orders through scattered emails and spreadsheets? Tallyfy gives you trackable, automated workflows with passwordless guest access - so contractors get a permanent link to their jobs without creating accounts. Property management teams run 400+ daily workflows and see 75% faster processing times.
A work order is a chain of tasks
90% per task, 10 tasks in a row, is about 35%. A 10-step job done blind is worse than a coin flip.
Read why AI is for tasks, not jobsYou cannot automate a process that doesn't exist
Old documents and people's memories aren't a process, and nobody follows them the same way twice. Write the steps down in Tallyfy, and people and AI get through, with every step tracked.
What a form or an email can't do
A form collects answers. Tallyfy turns each answer into work someone owns and finishes.
Turn forms into tasks
Split one long form so each person fills their part, with a deadline and reminders.
Show the right task at the right time
A short kickoff form, then rules that show only the steps that apply.
Your AI updates Tallyfy from email and chat
Connect the AI you already use. It fills in fields and completes tasks.
Your AI updates Tallyfy from meetings
Give it the meeting transcript. It updates the tasks and fields that came up.
Direct your other apps through AI
Instructions saved in each step tell your AI what to do, the same way every time.
Write it once, run it every time
Each run follows the same steps, and every change you make improves the next one.
Just 3 simple steps to digitized work orders
Document, track and automate your work orders on Tallyfy
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Work order created | DI Dispatcher | On time |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. AI schedules and assigns why this works | AI AI agent | 5m left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Technician accepts and starts | IC I. Costa Technician | 2h left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 4. Auto-invoice when complete | Conditional On completion | Auto |
Tallyfy mixes people, AI, and automation in one accountable workflow. Each step has an owner, a status, and a clear next action so work order software stops being a black box.
Why Tallyfy is the AI control layer
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
Work order design skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. Show us a copy of your current work orders and we will show you the future!
SCHEDULE A CALL
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Legal & Procurement
Integration hubs
AI & Automation
BI & Data export
Triggers & Forms
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
Related Questions
What is work order software?
It's software that handles maintenance requests, repairs, and service jobs digitally. No more paper forms or spreadsheets. You create a work order, assign it, and track it from start to finish. The good ones - like Tallyfy - turn work orders into actual workflows so nothing falls through the cracks.
What exactly is Tallyfy?
Tallyfy tracks every step of any process automatically. That's the short version. The longer version? Every work order has a named owner and a full record of what happened, so jobs don't quietly stall while everyone assumes someone else has it. Everything's standardized. Everyone follows the same steps. And when someone submits a form or request, it doesn't get lost in an inbox somewhere.
Why do traditional work order systems often fail?
In our conversations, we've heard this over and over: most work order systems are just fancy ticketing tools. They don't actually manage the process. Steps get skipped. Nobody knows who's responsible for what. Your work orders become isolated tickets floating around without any connection to how your operations actually run.
How does Tallyfy change work order management?
We built smart workflows into Tallyfy from day one. Instead of static forms sitting in a queue, you get dynamic processes. Notifications go out automatically. You can see progress in real time. The system assigns tasks based on rules you set - so electrical issues go to electricians, not the general queue.
What makes Tallyfy different from basic work order tools?
Real automation without the complexity. That's the difference. You can set up conditional logic, track everything in real time, and bring in outside contractors without making them create accounts. Based on feedback we've received, that last part alone saves hours of coordination headaches every week.
How does Tallyfy handle external contractors in work orders?
This is something field service teams ask about constantly. Contractors don't want another login. We get it. So we built passwordless guest access. Each contractor gets one permanent link that takes them straight to their assigned jobs. They can complete tasks, add notes, upload photos - all without remembering a password.
Can I see customer reviews of Tallyfy?
Absolutely. Check out our customer stories page. You'll see how different companies tackled their work order chaos - and the results they got.
Does Tallyfy offer a free trial?
Yes. Book a demo and we'll set up a trial instance configured for your specific work order needs. It's not a generic sandbox - you'll see how it works with your actual processes.
How does Tallyfy's pricing work for different countries?
We discount based on GDP per capita. If you're in a country with lower purchasing power, you could get up to 90% off - for life. It's a permanent discount, not a promotional thing. We wanted to make this accessible to teams everywhere, not just companies in expensive markets.
Does Tallyfy offer free help with work order implementation?
Yes, and it's actually free. Our team will help you set up your work order workflows from scratch. We'll train your people. We'll customize things for your specific needs. Book a call and we'll get started.
How can I measure the ROI of implementing Tallyfy for work orders?
Built-in analytics show you completion times, where things get stuck, and how efficient your processes are. You can track response time improvements, error reductions, and time saved. We also connect to Google Analytics if you want to track adoption across your team.
How do I get started with Tallyfy for work orders?
The fastest way? Schedule a demo with our team. We'll walk you through how it works and set up a trial instance for your company. Usually takes about 25 minutes.
How does Tallyfy handle work orders that require mobile field access?
It's mobile-first. Your field staff access assigned work orders from any device. They check off steps, add photos, update status - wherever they are. No desk required. Property management teams use this to keep operations consistent across hundreds of properties.
Can Tallyfy automatically assign work orders based on job type or technician skills?
Yes. Skill-based routing is built in. Electrical issues go to certified electricians. HVAC problems go to HVAC specialists. General maintenance follows its own queue. You set the rules once, and the system handles dispatch automatically. No more manual coordination slowing things down.
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.