Work Orders

A work order is the record that ties a scheduled job to the services performed. It is the operational document that travels from dispatch to the field and becomes the source for invoicing.

Work Order Lifecycle

Estimate (optional) → Work Order → Dispatched Job → Field Completion → Invoice

Work orders can be created directly (without an estimate) or converted from an approved estimate.

Creating a Work Order

1. Go to Work Orders in the navigation
2. Click New Work Order
3. Select the customer and service location
4. Add line items for the services to be performed
5. Set the scheduled date
6. Save

Once saved, the work order appears in the dispatch queue and can be assigned to a technician.

Work Order Status

Line Items

Work order line items describe the services and materials in the job. These carry forward to the invoice.

You can edit line items at any point before the work order is invoiced. After invoicing, changes require editing the invoice directly.

Completing a Work Order

Work orders are marked Completed by the technician from the mobile app when they finish the stop. The completion timestamp, notes, photos, and signatures attach to the work order automatically.

From the office, you can also manually mark a work order complete if the technician was unable to update it in the field.

Converting to an Invoice

1. Open a completed work order
2. Click Generate Invoice
3. Review the line items and total
4. Add any adjustments
5. Save the invoice (it starts in Draft status until you send it)

Next Steps

• Invoices
• Estimates