Work Orders

Use work orders to manage field service work for customers.

Work orders define tasks, track parts and resources, support scheduling and dispatch, and drive billing after completion.

View work orders by status

• Open: Work order created

• Scheduled: At least one task added

• Completed: All tasks completed

• Canceled: You can't reopen a canceled work order

Create a work order

1. Go to Work Orders > Active Work Orders > Add New.

2. Optionally, select a Work order template to auto-populate some of the work order details.

3. Select a Work order type.

   Controls task options and cancellation behavior.

4. Select a Priority.

   Sets SLA timing and calculates deadlines for the work order and its tasks.

5. Select a Customer.

6. Select a Contract.

7. Select a Service window.

8. Enter a Deadline.

9. Select Save & continue.

Create a work order template

Save a work order as a template to reuse common configurations and speed up future work.

1. Go to Work Orders.

2. Select the work order you want to be a template.

3. In Options, select Save as template.