HOW DOCUMENT AI & OCR WORK
Workover ERP's Document AI reads customer purchase orders — PDF, photo, or fax scan — using OCR, maps line items to your part numbers and pricing with machine learning, and creates a sales order with one work order per line item. Estimate vs actual cost then tracks automatically at the job level and rolls up to the sales order.

ABOUT THIS MODULE
Step-by-step walkthrough of Document AI & OCR in Workover ERP: scan; extract; create; track. Watch the storyboard and grab the voiceover script.
RELATED WALKTHROUGHS
Modules that share this workflow — each one runs about sixty seconds.
How Leads, CRM & Quoting Works in Workover ERP
Step-by-step walkthrough of Leads, CRM & Quoting in Workover ERP: capture; quote; win; track.
How Procurement Works in Workover ERP
Step-by-step walkthrough of Procurement in Workover ERP: request; approve; order & receive; match & pay.
How AI Agents Works in Workover ERP
Step-by-step walkthrough of AI Agents in Workover ERP: watch; detect; alert; act.
SEE IT ON YOUR DATA.
30 minutes, your real job on our screen — quote, traveler, invoice, end to end.