Work Orders & Operations

Overview

Work Orders are the central mechanism for tracking all field interventions, repairs, and inspections across your buildings.

Lifecycle & Statuses

A work order advances through clear operational stages:

1. New / Draft: Created but not yet dispatched or assigned.
2. Assigned: Allocated to a specific technician or team with scheduled dates.
3. In Progress: The technician has arrived on-site and commenced work.
4. On Hold: Awaiting replacement parts, customer access, or specialized contractor intervention.
5. Completed: Field work is finished, checklist items are checked, and labor hours are recorded.
6. Closed: Administratively signed off, verified, and archived.

Creating a Work Order

1. Go to Work Orders → New Work Order.
2. Enter a concise summary (e.g., Repair booster pump pressure sensor - Building B).
3. Select the building, asset (optional for general structural repairs), priority, and work type (Corrective, Preventive, Inspection, Emergency).
4. Assign the primary technician and set scheduled start and due dates.
5. Save the work order. The assigned technician receives an immediate notification.

Tracking Labor Time & Parts

• Time Entries: Technicians record labor, travel, and break minutes directly from the work order page or mobile app.
• Parts Consumption: Deduct replacement spare parts from warehouse inventory to maintain accurate inventory levels.
• Signatures & Photos: Capture before-and-after photographs and client sign-off signatures before marking the order as complete.

Best Practices

• Prioritize emergency work orders immediately to alert on-call technicians.
• Always include diagnostic details or resident notes in the work order description to save technician troubleshooting time.