Work Order Software

Turn messy work orders into structured, automated workflows

Track all your workflows beautifully - on Tallyfy

People ❤️ Tallyfy

Simple for everyone. Robust for champs.

"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

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.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

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.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

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.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

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.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

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!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

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!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

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.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

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.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

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.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

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.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

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.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

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.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America
"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

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.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

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.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

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.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

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.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

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!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

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!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

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.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

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.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

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.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

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.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

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.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

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.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America

Start by Tallyfying one recurring process

Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.

Example Procedure
Warehouse Order Picking and Fulfillment Workflow
1Generate warehouse picklist from pending orders
2Assign warehouse picker to order batch
3Prepare picking cart and warehouse equipment
4Scan totes and verify item barcodes for accuracy
5Review and verify customer order details
+4 more steps
View template
Example Document
Sales Order Template

Standard template for documenting sales orders. Includes all required fields: customer info, products/services, quantities, pricing, payment terms, and delivery details. Use this format for consistency across all orders.

View template
Example Procedure
Internal Purchase Order Request
1Submit Purchase Order Request Form
2Finance Manager: Review Standard Purchase Order (Under $10k)
3Update Procurement System Status to Rejected
4Notify Employee: Purchase Order Rejected
5Generate Official Purchase Order Number (Standard PO)
+10 more steps
View template
Example Procedure
Product Packaging & Shipping Operations Workflow
1Consolidate order items from warehouse inventory
2Verify packing list matches customer order
3Apply protective packaging for fragile items
4Print and attach shipping address label
5Record package on daily shipping manifest
+6 more steps
View template
Example Procedure
Warehouse Delivery Receiving & Inspection Workflow
1Receive and log incoming shipment
2Create receiving log entry
3Verify shipment against purchase order
4Conduct damage inspection
5Sign delivery confirmation and document receipt
+2 more steps
View template
Example Procedure
New Equipment Purchasing
1Complete supplies purchase requisition form
2Submit for approval
3Receive PO
4Contact vendor and submit order
5Justify the need
+4 more steps
View template

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.

Just 3 simple steps to digitized work orders

Document, track and automate your work orders on Tallyfy

1. 1. Document

Build work order templates with AI. Include checklists for safety, parts inventory, and photo documentation requirements.

2. 2. Track

Real-time visibility from dispatch to completion. External contractors use passwordless links - no accounts needed.

3. 3. Improve

Add automations for skill-based routing - the right technician gets assigned based on job type automatically.

Is work order chaos okay?

Are you hearing this at work? That's busywork

"How do I do this?" "What's the status?" "I forgot" "What's next?" "See my reminder?"
people

Enter between 1 and 150,000

hours

Enter between 0.5 and 40

$

Enter between $10 and $1,000

$

Based on $30/hr x 4 hrs/wk

Your loss and waste is:

$12,800

every week

What you are losing

Cash burned on busywork

$8,000

per week in wasted wages

What you could have gained

160 extra hours could create:

$4,800

per week in real and compounding value

Sell, upsell and cross-sell
Compound efficiencies
Invest in R&D and grow moat

Total cumulative impact over time (real cost + missed opportunities)

1yr
$665,600
2yr
$1,331,200
3yr
$1,996,800
4yr
$2,662,400
5yr
$3,328,000
$0
$1m
$2m
$3m

You are bleeding cash, annoying every employee and killing dreams.

It's a no-brainer

Start Tallyfying today

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 Team

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? You save about 2 hours per person per day because you're not chasing people for updates. 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 genuinely 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.

Ready to streamline your operations?

Join thousands of teams using Tallyfy to eliminate inefficiency