Client / Plentific
Aareon Yuneo (ERP)
Internal workforce
Click any step for detail
Phase 1
Raise & award
Step 01
Repair request raised
Staff log work order in Plentific using a damage template or task
Step 02
Order awarded internally
Assigned to an internal operative via the workforce dashboard
Step 03
Order created in Yuneo
Work order synced to ERP automatically on award
Automated
Phase 2
Works on site
Step 04
Scheduled & assigned
Work is scheduled and assigned to the relevant operative — either by a coordinator or by the operative themselves, depending on how the client has set up their workflow
Step 05
Works carried out
Internal operative attends site and completes the repair via the Plentific tradespeople app
Phase 3
Close & invoice
Step 06
Final report submitted
Completion notes and photos uploaded in Plentific
Step 07
Order closed
Work confirmed, order marked closed in Plentific
Step 08
Invoice synced to Yuneo
Auto-created in ERP on approval
Automated
Step 09
Payment processed
Finance team approves and pays in Yuneo
Phase 4
Archive
Step 10
Documents automatically archived
Completion report, invoice PDF and all photos sent from Plentific to Yuneo Compact Archive — full audit trail, zero manual effort
Automated
Client / Plentific
Aareon Yuneo (ERP)
External contractor
Click any step for detail
Phase 1
Raise & award
Step 01
Repair request raised
Staff log work order in Plentific
Step 02
Order awarded
External contractor selected and notified
Step 03
Budget validated
Yuneo checks available budget automatically
Automated
Step 04
Order created in Yuneo
Synced to ERP automatically
Automated
Step 05
Contractor accepts & schedules
Confirms via Plentific or email; books appointment with tenant
Phase 2
Works on site
Step 06
Quote submitted (if applicable)
Contractor submits a quote for review. Clients configure approval thresholds per trade and amount in Plentific
Optional
Step 07
Works carried out
Contractor attends site and completes the repair. Any on-site variations are noted and flagged for approval
Step 08
Completion report submitted
Contractor submits completion report with photos and notes — required before an invoice can be raised
Phase 3
Invoice & approval
Step 09
Invoice submitted
Contractor submits invoice in Plentific after completion report is accepted
Step 10
Approval workflow
Invoice routes through configured approval levels — thresholds set per trade and amount by the client
Step 11
Work order closed
Once invoice is approved, Plentific automatically closes the work order
Automated
Step 12
Invoice synced to Yuneo
Approved invoice auto-created in ERP, mapped to work order and cost centre
Automated
Phase 4
Archive & complete
Step 13
Payment processed in Yuneo
Finance team approves and pays the contractor
Step 14
Documents archived
Completion report, invoices & photos archived automatically in Yuneo Compact Archive
Automated