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Creating New Work Order Type
Creating New Work Order Type

Frontu provides you with possibility to create work order types and manage your all work orders in most efficient way.

Updated over a week ago

If you want to create a new work order type, click on the "+ New type" button.

When creating a new work order type, there are various settings and options to consider:

  1. Type title: This field will be visible in work order list view, so it should be informative and understandable describing the work order type.

  2. Work Order Duration: This field shows the usual time in minutes for the work order with this type to be completed (available from version 4.6.0).

  3. Work Order Priority: This setting determines the default priority of all work orders created with this type. It also affects the default setting for requiring work order start/end codes, which are automatically displayed as QR/NFC code requirements. However, you can still modify the priority and code requirement settings for each individual work order before saving it. The work order type setting will remain unaffected.

  4. Report Title: From version 4.0 onwards, instead of the standard work order report title, you have the option to write your own custom title. The title of the report is displayed along with the work order number. Refer to the settings description page for more information on configuring the report title.

  5. Additional Report Recipients: This field allows you to specify additional recipients to whom the work orders completed report should be sent. Separate multiple email addresses with semicolons or enter each email on a new line. If this field is left empty, the report will be sent only to the customer's responsible person or to the email saved in the customer's information section.

  6. Watchers: This feature is designed to work in conjunction with the Notifications add-on. You can add administrator and user role users as watchers, who will receive emails with PDF reports for work orders of this specific type.

  7. Required Skills: Starting from version 4.3, you can specify the skills that are required for an employee to successfully complete tasks of this task type.

  8. Text for Signature Window: This field (from version 3.4) allows you to enter text that will be displayed to the client in the application's signature window during the agreement/disagreement process. The entered text will also be displayed in the reports. This field can be left empty if desired.

In addition to these settings, there are additional options available in the "Settings" section:

  • Work Order Color: Introduced in version 3.4, this feature allows you to assign an individual color to work orders of this specific type.

  • Remind in Advance: With this setting (available from version 4.0), you can specify a time to send a reminder message to the employee before the scheduled work order begins. You can choose intervals in minutes or days.

  • Task Start/End Code Required: By enabling this setting, employees will be required to scan an object's NFC/QR code at the beginning and/or end of the work order.

  • Do Not Require Customer's Signature: When this box is checked, employees can complete the work order without obtaining the client's signature.

  • Require Customer Evaluation/Name/Email: By checking these boxes, you can make it mandatory for employees to enter customer evaluation, name, and email information to complete the work order.

  • Show in Unassigned Work Order List: When this option is checked, any unassigned work orders with this work order type will be displayed to mobile app users when the "Unassigned" filter is enabled in the app's general settings.

  • Quick Completion: This feature allows for quick task completion without requiring additional clicks. By clicking the stop icon and selecting "Work Order is Completed," the work order is marked as completed without requiring a signature or customer information.

  • Send Notification: This checkbox allows you to specify if you want to send a notification to the mobile app user for this particular work order type.

  • Send Summary Email: For each work order type, you can configure whether a summary email should be sent to the recipient. If this checkbox is selected, the report will be sent for work order of this type.

You can also customize the reminder sending hour in the Mobile App settings.

In the "Work Order Tabs" section, you have control over which data is required and shown when performing a work order:

  • Show: This option allows employees to add an entry to the task, but it is not mandatory for task execution.

  • Hide: This tab will be hidden in the task, removing it from view.

  • Required: This means employees must enter at least one entry in order to complete the task.

The "Places" tab is automatically hidden by default, but you can change this setting if you want the tab to be visible in the Mobile App.

Additionally, work order types can have the additional feature of assigning standard jobs, which can be enabled by the Frontu team. If standard jobs are added to a work order type, the work order creation form will include a field for selecting these standardized jobs specifically for that type. App users and administrators will be able to view and select from only those jobs that are associated with the same work order type. Standardized jobs can be linked to multiple work order types. If a work order type does not have any standardized jobs, app users and administrators can see all standardized jobs without any work order type restrictions.

For further guidance on creating a new work order type, you can refer to the Frontu (formerly Tasker) video tutorial.

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