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How to Create and Manage Work Orders

This article explains how to create a work order with our mobile/web application.

  • How to Create Work Orders
  • How to Edit Work Orders
  • How to Process Work Orders

How to Create Work Orders

  1. On the “Work Orders” page, click  “+ Create Work  Order”
  2. Enter in Work Order Info:
    – Work Order Title
    – Detailed Description
  3. Set a Due Date/Work Scheduled On date
  4. Add a Recurring Schedule 
  5. Enter an Estimated Duration (in hours)
  6. Select Category
  7. Assign Main Worker, Support Worker or Team(defaults to user)
  8. Select Location
  9. Select Asset 

On Web:

You can also create Work Orders by Asset, by going in to the Asset section, selecting the Asset then selecting the Work Orders tab, you will then see a + Work Order button

On Mobile:

How to process work orders
  1. On the “Work Orders” page, Click the desired work order
  2. Evaluate
    – Work Order Description
    – Location
    – Equipment
    – Parts and Tools needed to complete the job
  3. Move work order status to “In Progress” 
  4. Complete Task/Checklist (if applicable)
  5. Select Part and Quantity Used
  6. Enter Time and Cost
  7. Include Updates in “Update Section” 
    • Web App: Select Updates
    • Mobile App: Swipe Right
  8. Once work order is completed update status to “Closed”

On Web:

On Mobile:

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