The order is the central element in Mendato. It links customer, object, services, operation planning and billing together. Everything that is later planned, recorded and billed is based on an order.
Order creation happens in four steps:
⚠️ Requirement: Before you can create an order, a customer and at least one object must already be set up in Mendato.
1. Order Details
In the first step you define the basic data of the order:
Select customer and object — the order is always assigned to a specific object
Contract period — start and optional end date of the order
2. Add Order Services
Assign one or more services to the order that should be performed at the object. This way you can combine different activities (e.g. maintenance cleaning and window cleaning) into a single order.
Each service can later have its own operations, shifts and billing items.
3. Define Billing Items
Here you define what and how to bill. Each item later appears on the invoice.
Type: service, journey or material
Title & description: shown on the invoice
Billing model: one-time (e.g. deep cleaning), recurring (e.g. monthly flat rate) or per operation (e.g. per cleaning operation)
Quantity: either a fixed quantity or a dynamic quantity based on entry, service receipt or time tracking
Unit price & tax rate: price per unit and, if needed, adjusted tax rate (e.g. for subcontractor work)
4. Plan Shifts & Operations
In the last step you plan when and by whom the work will be done:
Create shifts for regular intervals (e.g. Mon–Fri, 6:00–10:00) — operations are generated automatically
Create individual operations manually for irregular activities
Assign performers — assign employees or subcontractors to the operations
Once the operations are planned, they appear in the schedule and can be viewed by employees via the app.
✅ After creation the order is active immediately. Operations appear in the schedule, time tracking can start and billings are generated automatically based on the defined items.
You can find a detailed description of each step in the linked articles.