RO App is built around several types of documents. Each one is designed for a specific stage in the client relationship. Let’s take a look at the differences between them and how they’re connected.

Inquiries are any interactions a potential client has with your company: a phone call, a form submission from the website, or a visit to the office. The main goal of this document is to ensure no request is missed.

Inquiries can be created manually, automatically from an incoming or missed call (if phone integration is enabled), or directly from a chat or the client’s profile.

After processing, the inquiry is converted into work orders or a sale. There are four reports for inquiries: general list, conversion, employee performance, and closed without result.

Useful for: medical clinics, beauty salons, educational centers, service centers, and online stores.

Booking — for businesses where clients come at a specific time to see a specific specialist. It shows the availability of technicians and resources (such as lifts or bays at a service center) and helps avoid overlaps.

A key feature not found in other documents: the client can create a booking themselves via the online booking form on your website.

The booking converts into an estimate, work order, or sale. There are currently no separate reports.

Useful for: beauty salons and spas, medical centers, auto repair shops, workshops, veterinary clinics, legal and design services.

Estimate — this is a preliminary calculation. It is needed when the price is not fixed and depends on complexity, scope, or details. The client sees the full scope and cost—and only after approval are work orders opened.

Converts exclusively into work orders. Reports are the same as for work orders; you just need to select the “estimate” document type.

Useful for: equipment repair, construction and finishing, auto services, printing, and tailoring.

Work order — this is the heart of the system. One device or asset — one work order. The document is multi-stage: from diagnosis and assessment to payment and closure.

The main advantage over a sale: work order support complex and mixed payment schemes—part cash, part card, prepayment, partial payment. If you need financial flexibility, this is the document for you.

Work orders do not convert into other documents—they are the final stage. They have the most comprehensive reporting in the system.

Useful for: any service businesses with a multi-step process.

Sale is designed for the fastest possible transaction processing. Minimum clicks, no unnecessary fields.

But this speed comes at a price: a sale does not support mixed payments, prepayments, or partial payments. If the payment scheme is more complex than “the client pays the full amount immediately”—use work orders.

Sales also do not convert further. Reporting is a separate section for sales.

Useful for: retail stores, retail outlets, any simple cash register sale.

Invoice — this is not a transaction, but an agreement. It does not affect inventory levels, but it does affect the balances in financial accounts (cash registers), since payments can be accepted for these invoices.

Useful in B2B or when you need to send a document to the client prior to payment. There are no separate reports, but cash flow is tracked in financial reports.

Most documents are not isolated tools but parts of a single chain:

Thus, a client can go through the entire journey from the first call to a closed deal in a single system—and no step will be lost.