Work orders

Work orders, run on a platform you build yourself.

Collecta is a no-code operations platform for managing work orders end to end. You build a Work Orders module with the exact fields your shop floor needs, automate assignment and escalation, and let a Claude-powered AI agent triage, prioritize and summarize the backlog. Everything is multi-tenant, permission-aware and audited.

The problem

Why work orders is hard today

Work orders live in spreadsheets, email threads and whiteboards, so nobody knows what is open, who owns it, or what is overdue. Status changes are manual, escalations slip, and management has no real-time view of throughput or backlog.

How Collecta does it

Modules, automation & AI — working together.

Build the data model, automate the busywork, and reason over it all with the AI agent.

1

Build a Work Orders module from 17 field types — status, priority, assignee (relation), due date, auto-incrementing WO numbers (WO-0001), and formula fields for age and SLA breach.

2

Add status workflows with role-gated transitions (open → in progress → on hold → done) so only the right roles can move a work order forward, with optional required comments on each transition.

3

Wire automations: when a work order is created with priority = critical, auto-assign to the on-call technician, notify the line lead, and start an escalation timer if it is not acknowledged within 30 minutes.

4

Ask the Claude AI agent to triage the open backlog, flag work orders likely to miss SLA, and draft a shift-handover summary — it reads your live records through 35 tools and explains its reasoning.

Benefits

What you get with Collecta.

One source of truth for every open, in-progress and completed work order.
Automatic assignment, notifications and escalation — no manual chasing.
Role-gated status workflows keep the process honest and auditable.
Real-time dashboards for backlog, throughput and on-time completion.
AI triage that surfaces at-risk work orders before they breach SLA.
Full audit trail of every status change, edit and assignment.
FAQ

Questions about work orders.

Yes. You design the Work Orders module yourself from 17 field types and define your own status workflow with role-gated transitions — no code and no fixed schema. The data model adapts to how your operation actually works.
The automation engine listens for record events (created, updated) and evaluates conditions using 20 operators. When conditions match — for example priority equals critical — it runs actions like auto-assigning the work order, sending notifications and starting an escalation timer.
Yes. The Claude-powered agent has 35 tools to query your live records within your permissions and tenant boundary, so it can triage the backlog, flag SLA risk and draft handover summaries grounded in your real data.

See work orders running on your data.

Book a demo and we'll build the module, wire an automation, and run the AI agent on your own work orders workflow.