Creating Work Orders

What are Work Orders? #

Work orders represent service calls, maintenance appointments, and repair jobs for your customers.

Accessing Work Orders #

Click Jobs in the navigation menu to see all work orders. You can also access them from the Calendar view.

Creating a Work Order #

Method 1: From Jobs List #

1. Click New Work Order button
2. Fill in the work order form
3. Click Create

Method 2: From Calendar #

1. Click on a date/time slot in the calendar
2. Form opens with date pre-filled
3. Complete and save

Method 3: From Customer Profile #

1. Open customer’s detail page
2. Click New Work Order
3. Customer info is pre-filled

Work Order Form Fields #

• Customer: Select customer (Required)
• Property: Service location (Required)
• Work Order Type: Repair, Maintenance, Installation (Required)
• Description: Issue description (Required)
• Priority: High, Medium, Low (Required)
• Scheduled Date/Time: Appointment (Required)
• Technician: Assigned tech (Optional)

Priority Levels #

• High: Emergency situations
• Medium: Important but not urgent
• Low: Routine maintenance

Assigning Technicians #

1. Open the work order
2. Click Assign Technician
3. Select from available technicians
4. Save