Work Orders
Multi-level repair tracking across PM, Level 1, 2, 3, and Master. QC checkpoint workflows capture technician test values before anything leaves the bench.
EzBiz Portal ERP · In production since 2019
Ditch the Legacy Software. Run Modern.
One platform for work orders, equipment tracking, rentals, invoicing, and shipping — cloud-native, ready in days, not months.
Unlimited users · Month-to-month · 90-day money-back guarantee
Why Teams Switch
Escape the legacy trap
Legacy CMMS charges per seat, takes months to install, and still can't print a shipping label. Here's the difference.
No installs. No IT tickets.
Legacy systems live on a server down the hall and need IT just to log in. EzBiz Portal runs in any browser — open it and work.
One flat rate. Unlimited users.
Legacy CMMS runs $150–300 per seat per month, so only three people get logins. Every EzBiz Portal plan includes unlimited users — add the whole shop.
Live in days, not months.
Typical legacy implementations run 3–12 months. Our team migrates your data free, and most customers go live within weeks — Starter in about a week.
Shipping built in.
No more swivel-chairing between your CMMS and three carrier websites. Print UPS and FedEx labels straight from the work order.
Works on the bench, on mobile.
Desktop-only software stops at the shop door. EzBiz Portal works on any device, so techs update work orders where the work actually happens.
AI, done honestly.
EzBot AI assists Enterprise customers today, and AI-assisted workflows are on the roadmap. We ship what works — and tell you what's still coming.
| Feature | Legacy CMMS | EzBiz Portal |
|---|---|---|
| User licensing | $150–300/seat/month | Unlimited users, flat rate |
| Implementation time | 3–12 months | Days, not months |
| Shipping integration | Extra cost | Included |
| Customer portal | Extra cost | Included |
| Mobile access | Desktop only | Any browser, any device |
| AI features | Not available | EzBot AI on Enterprise |
| Contracts | Annual required | Month-to-month |
| IT required | Server install | 100% cloud |
The Platform
Eight modules. One system of record.
Everything a service, refurb, or rental operation needs — built to replace four or five separate subscriptions.
Preventive Maintenance
Recurring PM schedules generate work orders automatically. Standardized check procedures per device type keep techs consistent and audits boring.
Equipment & Inventory
Serial-level tracking across warehouse locations, plus parts harvesting from donor devices. Device Detective searches the full history of any device you've ever touched.
Quotes, Orders & Invoicing
Quotes convert to work orders, and finished work orders convert to invoices — automatically. 19 order types cover repairs, rentals, rent-to-own, and exchanges. Recurring rental invoicing runs on schedule, and billing anomaly detection flags the misses.
Tech Tracker
Time tracking on every work order, productivity and revenue attribution by technician, and certification tracking so the right tech lands the right job.
Shipping & Logistics
UPS, FedEx, and USPS labels from inside the order, packing slips with blind-ship options, batch processing, and per-order carrier account selection — bill your account or the customer's.
Customer Management
Companies, contacts, locations, and payment terms in one place. A customer portal lets clients approve quotes with PO numbers, track repairs, and view invoices themselves.
Reporting & Analytics
Revenue by customer, technician, and service type. Service lead times, QC pass rates, warranty recovery, and parts usage — the numbers to run the business on.
Flagship Feature
EZ Return Label
The RMA process your customers will brag about — from their website to your receiving dock, hands-free.
Customer requests a return
An embeddable, no-code RMA form lives on your own website. Customers fill it out — no phone calls, no logins, no lost paperwork.
Label and packing slip, automatically
The customer gets a prepaid FedEx or UPS return label and packing slip automatically. No manual entry on either side.
Arrives pre-imported
When the box hits your dock, the device is already in receiving — serial, customer, and reported issue attached.
Best RMA process out of any other company, by far!
Connected
Integrations that pull their weight
EzBiz Portal connects to the tools you already run — each one scoped honestly, so you know exactly what syncs.
UPS
Label printing, rate quotes, and shipment tracking from inside every order.
FedEx
Real-time rates, outbound and return labels, and end-to-end package tracking.
USPS
A cost-effective carrier option for small parts and accessories.
QuickBooks Online
Send invoice and customer data to your books without re-keying anything.
Oracle NetSuite
Record mapping, on-demand sales-order push, and full sync-queue visibility — you see exactly what moved and when.
Shopify
Checkout-integrated RMA labels, serial capture at purchase, and order sync into the platform.
SendGrid
Transactional email for quotes, invoices, and RMA notifications — delivered and tracked.
Microsoft Entra ID
Single sign-on through Microsoft Entra / Azure AD. Your identity rules, enforced in the app.
Partner REST API
A documented REST API for partners who need custom connections to their own systems.
Packaging
Three packages. Custom-quoted to your operation.
No per-seat math, no surprise add-ons. Tell us how your shop runs and we'll quote the package that fits.
Starter
Internal service tracking & CMMS · live in about a week
- Work order management
- Equipment & serial tracking
- Warehouse & inventory
- Custom check procedures
- PM scheduling
- Core reporting
- Email support
Most Popular
Professional
Full service-business operations · live in 2–3 weeks
- Everything in Starter
- Quote generation & online approvals
- Automated invoicing
- Order management — 19 order types
- Customer portal
- UPS & FedEx shipping
- Tech productivity tracking
- Advanced reporting
- Priority support
Enterprise
Multi-location operations · custom timeline
- Everything in Professional
- Multi-location support
- Oracle NetSuite integration
- EzBot AI assistant
- Dedicated success manager
- Custom training
Every package: one flat monthly rate, unlimited users, month-to-month — no annual lock-in. White-glove onboarding from our Missouri team and free data migration included.
Trust & Security
Built for regulated work
HIPAA Ready
SOC 2 Aligned
ISO 9001:2015 + ISO 13485:2016 compliance features
You own your data
See your shop running on EzBiz Portal
Ask to talk to references — ISO 13485-certified service organizations run their operations on EzBiz Portal.