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Service pipeline · clients

From intake to invoice without retyping.

An order opens with a phone call and grows as units arrive: quote → accept → schedule → receive → calibrate → ship → invoice → close, with the timeline, the documents and the customer conversation on one record. Commercial pricing with tiered price lists and multi-currency tax rules, carrier shipping labels with RMA returns, and Stripe-hosted payments now run from inside the same order. Live tax calculation through Avalara or TaxJar, exemption certificates and nexus lookup, and PEPPOL/Factur-X e-invoicing now run from the same order.

Per-item pricing from a price book, QC holds, item instructions and reviews. Quotes, packing lists, invoices with bill-to and terms, service reports, statements and credit notes are generated from the order. Contract review can be required and e-signed before acceptance. Clients carry structured and billing addresses, contacts, agreements with renewal dates, and a duplicate finder with merge. PEPPOL delivery now runs through Storecove or any REST access point, with participant-ID validation, SML/SMP recipient lookup and an inbound e-invoice inbox that proposes a three-way match.

See it in the tour Every capability
Retyping between steps0
Order states8
Documentsquote · packing · invoice · report · statement · credit
Contract reviewe-signed, optional
In the product

What it looks like

Screens from the live platform, demo tenant. Click any screen to open it full size.

Service requests pipeline with states
The pipeline: every order by state, with what is due and what is waiting on the customer.
How it works

From the first record to the signed result

  1. 01
    Quote

    Per-item pricing from the price book; the customer approves in their portal.

  2. 02
    Receive

    Units arrive against the order with received date and condition; the certificate will print both.

  3. 03
    Calibrate

    Jobs are created from the order's items; QC holds and item instructions travel with them.

  4. 04
    Ship and invoice

    Packing list, invoice with terms, service report and certificate package from the same record.

  5. 05
    Close

    Statement and payment; a closed order reopens only with an admin and a reason, on the record.

What it includes · 36 capabilities

Everything in the module

Orders

  • State machine quote → accept → schedule → receive → calibrate → ship → invoice → close with a timeline
  • Per-item pricing from a price book; tax and currency from the lab identity
  • QC hold, item instructions and review per item
  • Contract review (e-signed) before acceptance when required
  • Order ↔ portal message thread; order notifications and outbox with statistics
Client register with agreements and contacts
Clients: addresses, contacts, agreements with renewal, and the portal users each client has.

Documents

  • Quote, packing list, invoice with bill-to and terms, service report, statement, credit notes
  • Certificate package per order
  • AR aging, job costing and executive summary reports
Lab operations dashboard
Lab operations: turnaround, backlog, technicians and the day's receiving and shipping.

Clients

  • Structured and billing addresses, contacts, agreements with renewal and expiring list
  • Duplicate finder and merge; overview and summary
  • Portal users managed per client
  • Customer due notices and statements
Service requests pipeline with states
The pipeline: every order by state, with what is due and what is waiting on the customer.

Pricing & billing

  • Customer-specific and tiered price lists with volume breaks and contract discounts; the resolver explains which rule won
  • Multi-currency orders and invoices with FX snapshots and daily ECB rate sync
  • Tax rules by jurisdiction with EU B2B reverse-charge detection and VIES VAT-number validation
  • One-click consolidated monthly invoicing across a client's completed orders
  • Automated credit hold and dunning at 7, 14 and 30 days overdue, with a client billing profile
  • Blanket purchase-order tracking with warnings at 90% consumed; deposits recorded as credit
Client register with agreements and contacts
Clients: addresses, contacts, agreements with renewal, and the portal users each client has.

Shipping & RMA

  • Buy return-shipping labels from inside the order via EasyPost or Shippo: live rates, one-click purchase, cached PDF labels, refunds on unused labels
  • Every outbound shipment is gated on certificates: an order cannot ship uncertified items without an audited override reason
  • Customer portal: request a return authorisation, receive a prepaid label or return instructions, and follow it back to the lab
  • Custody scanning on receipt catches a wrong-asset mistake before it becomes a lost instrument
  • Carrier webhooks keep tracking status live on the order timeline; no manual polling
  • Cross-border shipments require a full customs declaration (contents type, incoterm, per-line HS code, origin, value and weight, AES ITN or exemption) validated before a label can be bought; per-asset and per-part customs defaults auto-fill items.
  • Commercial invoice PDF previewable before buying and downloadable after; CN22/CN23-style summary on international packing lists; EasyPost and Shippo customs objects attached before purchase; duties shown only when the carrier returns them.
Lab operations dashboard
Lab operations: turnaround, backlog, technicians and the day's receiving and shipping.

Payments

  • Stripe-hosted Checkout for invoices and deposits: card and bank details never touch Metroliq
  • Deposits on quote acceptance computed from a configurable percentage and booked as an open credit against the customer balance
  • Pay-by-link with a QR code for technicians on site
  • Webhook-driven receipts as PDF, test-mode badges when Stripe test keys are used, provider balance-transaction reconciliation with manual matching
  • E-signed refunds that automatically issue a credit note
Service requests pipeline with states
The pipeline: every order by state, with what is due and what is waiting on the customer.

Tax & e-invoicing

  • Tax calculated live through Avalara AvaTax or TaxJar when connected, with automatic fallback to the built-in jurisdiction rules; per-line tax codes for service, parts and shipping; every calculation and commit logged per invoice for audit.
  • Exemption certificates apply automatically once verified, with expiring-certificate reminders; address validation and nexus lookup in the settings screen.
  • PEPPOL BIS Billing 3.0 (UBL 2.1) e-invoices and Factur-X/ZUGFeRD-style PDFs with the CII XML embedded, downloadable for consolidated invoices and credit notes; access-point delivery is documented as a hand-off.
Client register with agreements and contacts
Clients: addresses, contacts, agreements with renewal, and the portal users each client has.

PEPPOL delivery

  • Send consolidated invoices and credit notes to a PEPPOL access point: Storecove wired as the reference provider, or any REST-based access point configured without code (endpoint, auth header, payload template).
  • Participant ID validation for GLN, Norwegian, Belgian, Swedish, Danish and German schemes with real check-digit verification; live recipient lookup against the PEPPOL SML/SMP network before sending.
  • Delivery timeline per document (queued, sent, delivered, rejected) with polling and webhooks; an inbound inbox parses supplier e-invoices and suggests a purchase order for three-way match; clearance regimes (Italy, France, Poland) flagged as unsupported rather than silently accepted.
Client register with agreements and contacts
In the product Clients: addresses, contacts, agreements with renewal, and the portal users each client has.
Guards the system enforces

Things it refuses to do

A quality system is defined as much by what it will not accept. These are enforced in the platform, not in a procedure.

refuses

Accept without contract review when it is required

An e-signed contract review is enforced before acceptance.

refuses

Reopen a closed order quietly

Only an admin, with a reason, and it is on the record.

Watch

Service pipeline & clients in under a minute

An order opens with a phone call and grows as units arrive: quote → accept → schedule → receive → calibrate → ship → invoice → close, with the timeline, the documents and the customer conversation on one record. Commercial pricing with tiered price lists and multi-currency tax rules, carrier shipping labels with RMA returns, and Stripe-hosted payments now run from inside the same order. Live tax calculation through Avalara or TaxJar, exemption certificates and nexus lookup, and PEPPOL/Factur-X e-invoicing now run from the same order.

Lab operations dashboard
In the product Lab operations: turnaround, backlog, technicians and the day's receiving and shipping.
Why it's different

Compared with what is out there

Stops

Calibration-first tools stop at the certificate.

Here the commercial side runs on the same record: the invoice references the job that produced the certificate, and the customer's approval of the quote is on the timeline.

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