Manage Work Orders and Client Requests
Create Work Orders, Use Templates or Periods, Reassign, Reopen, Abort
36 articles
- Manage work orders filtersDetailed filters helps to find needed information in the work orders list. Various options allows to find any work order by its criteria.
- Manage Work Orders in the listWork orders list provides information regarding the statuses and possible actions.
- Invoice statusInvoice status feature lets to add invoice number and set the invoice status to any work order.
- Quick access to remarksThe remarks preview pop-up displays all the images and notes added by technician or service manager
- Total report and work orders exportTo analyze the full work orders data, use export or total report feature .
- Work Order PreviewThe preview allows see and perform different actions for work order.
- Create Draft Work OrderDraft lets user to prepare a work order that is not visible to a technician yet. It can include jobs, materials, remarks etc,
- Create New Work OrderFind out the primary and additional information for work order. Learn how to create a work order and set up the work order's form.
- Check assigned user's availabilityUse assigned user's availability feature when creating a work order. Make sure the work order is assigned effectively.
- Add jobs/materials and copy work orderLearn how to copy a work order or add jobs/materials/remarks to the work order before sending to the application.
- Indicator trackingIndicator tracking as a tool for objects maintenance.
- Create New Work Order from TemplateWork order's creation from a template.
- Send Message from Work OrderShort instruction on how to send a message regarding the work order to the application user from the administrator platform.
- Use NFC / QR / Bar code to start or/end Work OrderDetailed explanation from web app and mobile app how to use NFC/QR/Bar code scanning.
- Reassign Work OrderBrief introduction on how to reassign the work order in the web platform.
- Reopen Work OrderHow to reopen the work order, change its info and regenerate the act. Also to request a signature or sign the work order remotely yourself.
- Cancel Work OrdersAny work order can be cancelled if it is not completed or in progress.
- Preview Periodic / Recurring Work OrderPeriodic work order helps planning the upcoming work for technicians. You can find out how to preview recurring work orders.
- Create Periodic / Recurring Work OrderInstructions how to create periodic/recurring work order. All the fields and recurring rules explained.
- Manage Related Work OrdersHow to create and manage related work orders. Learn how to use other actions that can be performed.
- Manage Client RequestsInformation on how to manage client requests in the web app.
- Create/Copy Client RequestBrief information how to create and copy a client request.
- Preview Client RequestClient request review using quick/detailed view and the table with columns.
- Create Work Order from Client RequestHow to create a work order using a client request information.
- Request additional info from ClientLearn how to request additional information from the customer to client request.
- Work Order TemplatesUse templates for work orders that usually have same jobs and materials or require specific pictures / remarks to be taken during completion
- TagsYou can create your own tags to group and filter your requests, work orders, customers, or objects
- Managing Client RequestsCreate new Client Request and manage existing onces
- Manual sync and triggers for integrations
- Invoice status - integration
- Optimizing Work Order Titles and Work Order descriptionsA closer look at character limitations in the work order title, use cases, work order description field use.
- Remote signatureHow to get a signature from customer remotely or to sign a work order manually. How to use QR code for signature request.
- PIVOT (Beta version)
- Speech to textThis feature lets the administrator or the customer turn his spoken words into text. Just speak, and your voice will be converted into written words instantly.
- Custom wok order numeration and custom filename feature for PDF actThis feature introduces a switch-controlled capability to customize work order numerationa nd PDF filenames using a configurable template based on work order data.
- Additional consent add-onThis feature ensures legal compliance and user transparency by allowing accounts to attach their own Terms & Conditions and Privacy Policy and present them to end-users.