How to create a work order
How to create a work order. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Work orders and press New work order (Owner, Office Manager, Dispatcher, Foreman). From a job use Quick actions → New work order; from a request press Convert to work order and the form is pre-filled.
- Choose the Job and, optionally, the Scaffold.
- Set Type (Erect, Modify, Dismantle, Inspection, Repair, Hurricane prep, Post-storm inspection, Hoist install, Other), Priority, Status (Open, Scheduled, In Progress), Scheduled date, Foreman, Crew and Estimated labour hours.
- Set the billing fields (see "How is a work order priced and billed?") and write the Description (required).
- Press Create work order.
Tip
Without a job and description you get "Job and description are required". A foreman scheduled for today is notified.