Create a new Work Order (Simple)

Objective: Create a new Work Order (Simple)

You can create work orders on your assets to track expenses or revenues - such as parts, labor, and more. Simple work orders are single, non-segmented work orders. 

Step-by-step Instructions

1. Go to the Work Order Module from the welcome portal.
2. From the upper right-hand corner, select Work Orders.
3. Click Add New Work Order.
4. A new work order window will open. 
   • If you have auto-numbered work orders enabled, a work order number will be generated when you save.
5. Select your division, store, cost center, and priority.
6. Search for the asset by unit number or serial number.
7. Under Customer Info, the current owner of the asset will be displayed. 
   • This can be changed by searching for and selecting a different customer name.
8. Select the customer's location and contact.
9. Enter the description of the work order, for example: rebuild transmission, hydraulic hose leak, install window, and so on.
10. Click Save, and the work order is saved.
11. You'll be brought to the Work Order detail screen where you can:
    • Edit Header: Allows you to edit information you've just entered.
    • Cost Detail: Add additional cost codes, in addition to codes from service report entries, purchase orders, etc.
    • Technicians: Click Add and Notify New Technician to add technicians to the work order. The technician will be notified via email and mobile app.
    • Service Reports: Technicians can add their entries of work details, mileage, and time.

Notes:

• You can set user-default values to automatically fill in division, store, cost center, and priority.

Video Tutorial 

Next Steps

Request parts from inventory or to be ordered with parts requisitions.