Operations
Deliver what you sold, right and on time.
Book the work, give it to the right people, run projects and keep your stock, in the same app as your customers and invoices.
Free plan, no card. Bring your tasks from Asana, Trello, Monday or ClickUp in one CSV.
One app instead of your operations stack.
From a won deal to finished work.
Here is one project going from an accepted quote to the calendar, the team and the invoice, without leaving Alori.
- 1The accepted quote waits to be booked
- 2Drag it onto the right person's week
- 3The project gets a lead and its tasks
- 4The lead says how it's going
- 5Finished work becomes an invoice
What changes on Monday.
- 01
BeforeA won deal sits in an inbox and nobody books it
With AloriAccepted quotes wait in To schedule until you drag them onto the calendar
- 02
BeforeThe team asks the office what to do next
With AloriEach person sees their day, the checklist and one button for the next step
- 03
BeforeProjects slip and you hear about it too late
With AloriProject updates say on track, at risk or off track, with a lead and a date
A schedule you move with your mouse.
Each person gets a column with their visits and hours. Drag a visit to a new time or into someone else's column, and each move shows Undo. As you book, you see who is free, booked or on leave.
- Accepted quotes wait in To schedule.
- Someone on leave can't be picked by mistake.
- Customers can get a confirmation and an on the way text.
Projects that say how they're going.
A project has a lead, a target date, its tasks and its progress, and links to the customer's quotes, jobs and invoices. The lead posts an update and the team hears about it.
- On track, at risk or off track, with a few words.
- Teammates accept a task or send it back with a reason.
- Repeating tasks make the next one by themselves.
Stock that follows the work.
Keep what you have and where it is, from the shop to each truck. When something runs low, Alori drafts the purchase order for your supplier. Parts used on a job come off the stock.
- Suppliers and purchase orders in the same place.
- The parts used on each job.
- John, your AI inventory manager, finds the right part.
Add up your tools. See what you save.
Add the tools you pay for. We count their public prices for your team, take off your Alori plan and show what you save.
Today
Field service

Jobber
The trades app: quotes, schedule, jobs, invoices
Connect plan, 5 users
$1,788 a year
Work delivery

Asana
Tasks, projects and a board next to your jobs
Starter plan, 5 users
$659 a year
monday.com
Tasks, projects and deals in one app
Standard plan, 5 users
$720 a year
Office time
Calls, emails and paperwork Alori's bots take on
Potential savings
$6,159 a year
67% of what you spend today.
- Field service$1,788Jobber
- Work delivery$1,379Asana, monday.com
- Office time$5,9805 h a week at $23 an hour, estimated
- Alori Business plan−$2,988
Estimated from public list prices checked in November 2026, billed yearly when that's cheaper. Your results will vary. Calls, texts, video and AI work use your plan's monthly credits. What Alori replaces, tool by tool
Change it by asking.
Your app isn’t frozen on day one. Write what you need, the way you’d text it. Alori makes the change and shows you before anything goes live.
- What's on Julie's schedule tomorrow?
- Give the Lakeview kickoff to Marc
- Start a project for the Brightline onboarding, due December 5
- Which projects are at risk?
The full guide
Everything above, in detail: how it works, what it replaces and what it does not.
Short answer: Alori runs the work you sold in the same app where you sold it. Book jobs on a calendar per person, move them by dragging, give each job to a person or a crew, and track it from booked to done. Run projects with tasks, a lead, a target date and updates on how they're going. Keep your stock, your price list and your purchase orders in the same place, and Sam, your team bot, can do any of it when you ask. Every plan has unlimited users, so everyone who does the work gets a login.
The problem: the work lives in five places
Once a deal is won, the work usually moves to another stack of tools:
- A field service app like Jobber, Housecall Pro or ServiceTitan for visits and crews.
- A project tool like Asana, Trello, Monday or ClickUp for tasks and deadlines.
- A shared calendar that shows who is busy, but not what they are doing.
- Spreadsheets for stock, orders and what to buy next.
- A CRM and an invoicing tool somewhere else, so the person doing the work never sees what was sold.
Each tool has its own login and its own copy of the customer. Things slip between them. Alori puts the work next to the sale and the invoice, in one app.
What Alori does for operations
| What you need | What Alori does | What it replaces |
|---|---|---|
| Book the work | A schedule with a column per person. Accepted quotes wait in To schedule until you drag them onto the calendar. Drag a visit to move it or give it to someone else | Shared calendars, the whiteboard |
| Give it to the right people | Each job has an assignee and a Crew, a checklist, photos and the customer's notes. Each person sees their own day on their phone | Jobber, Housecall Pro, ServiceTitan |
| Run projects | Tasks with priorities and due dates on a list or a board, and projects with a lead, a target date, progress and updates | Asana, Trello, Monday, ClickUp |
| Know what you have | Inventory by place (the shop, each truck), low stock alerts, suppliers and purchase orders, and the parts used on each job | Stock spreadsheets |
| Price the work | One price list for your services and products, used by quotes and invoices | Price sheets |
| Ship freight | For freight brokers: orders with carrier quotes, the margin, and pickup and delivery tasks | Order and shipping spreadsheets |
How it works
- A deal is won. The accepted quote lands in To schedule with its price and usual length.
- Book it. Drag it onto the calendar, or drop it in a teammate's column. As you pick people, each one shows Free, Already booked at a time, or On leave.
- Send the right people. Pick the lead and the crew. When the job starts, everyone on it is clocked in, and their hours land on the job.
- Do the work. On their phone, each person sees their stops in order, the address, the checklist and photos. One button moves the job along: On the way, Start, Finish. The customer can get an "on the way" text on their own.
- Plan bigger work as a project. Start a project with a lead, a target date and its first tasks. Teammates accept a task, or send it back with a reason and a new date.
- Say how it's going. Post a project update as on track, at risk or off track, with a few words. The lead and the team hear about it.
- Close the loop. A finished job becomes an invoice in one click. Parts used come off your stock.
Projects and tasks next to the customer
In most project tools, the task says "Lakeview follow-up" and the deal, the emails and the invoice are somewhere else. In Alori, a project links to its customer, quotes, jobs and invoices. Tasks show on a list or a board by status, with filters for person, priority and project. Repeating tasks make the next one when you mark one done, and Alori adds tasks for what tends to slip, like a quote with no answer or a late invoice. Coming from Asana, Trello, Monday or ClickUp? Import your tasks from a CSV file.
Stock that follows the work
Inventory keeps what you have and where it is, warns you when something runs low, and drafts the purchase orders for your suppliers. Parts used on a job come off the stock of the place they came from. John, your AI inventory manager, finds the right part by machine, by code or by the words your shop uses.
What Alori doesn't do yet
- No route optimization or live GPS tracking. You place the visits; Alori shows each person their stops in order. See dispatch.
- No Gantt charts, task dependencies or portfolios like Asana's.
- A job keeps photos, not other files such as PDFs.
Who it is for
Agencies and software companies that deliver projects for clients, and service businesses that send people out to do the work. See Agencies, Tech and SaaS and Trades. Planning who works on what this week? See resource planning.
Questions
Another question? Ask it when you start.
One app. The schedule, jobs, tasks, projects and inventory are parts of Alori, on the same customer records as your deals, quotes and invoices.
Yes. A role can see only its own jobs, and you can hide prices from it too.
Yes. Tell Sam "give the Chen job to Luis" or "start a project for the Lakeview website, due end of month", and it's done.
Alori is free to start, no card needed. Solo starts at $99 a month and Business at $249, with unlimited users on every plan. See pricing.
Yes. Export a CSV file, then click Import in Tasks. Alori places the columns on its own.
Related pages
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