Create Work Order

Create work orders to track the work being done and its cost in time and materials, keeping your organization efficient, safe, and productive.

Create a work order for an asset or category within a site in Mobile. You can also quick-create work orders.

1. On the Mobile dashboard, click the 3 dots menu on the upper left corner.

2. Click Actions > Create work order.

3. Enter the work order information:

   • Asset tag: Scan or search the unique identifier for the asset.

   • Site: Choose the site associated with the user.

   • Work order type: Select the appropriate type:

     • Normal: Standard work order for routine maintenance, repair, or inspection tasks.

     • Estimate: Work order to assess the cost and scope of work before approval. It helps in planning and budgeting for the task.

     • Quote: Similar to an estimate, but more detailed, including a formal proposal with pricing for the work. It's typically used when external contractors are involved.

     • Joint/Cooperative: Creates two linked work orders in one step. After submitting the first, a second automatically generates with the same details, allowing for coordination on the same site while keeping both work orders editable and linked for tracking.

   • Department, Category, Subcategory, and Asset type: These fields auto-populate after you select the asset.

   • Location details: Enter the asset's location to help the technician find it.

   • Problem type: Choose the type of problem, such as motor or power unit. It impacts work order assignment and reporting.

   • Priority: Select the priority for the work order.

   • Problem description: Provide a detailed description of the issue.

   • Include in asset spend: Switch Yes to include the work order's cost in the asset's spend.

   • Upload document: Click Choose file and select a file from your device to attach a document.

   • Requestor: Optionally, log the request on someone else’s behalf.

   • Alternate provider: Enter details if an alternate provider is involved.

   Before saving, review potential duplicate work orders, if they appear.

4. Click Save.