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Work Orders

Info you will find on a work order
  • Work Order Number
  • The Work Order Title
  • The work location associated with this Work Order
  • The Client Company Name, Address, and Phone Number
  • Specific Notes and Instructions regarding this Work Order
  • An active map with the GPS coordinates of the property and fixture
  • A list of the fixtures that need service along with photographs and documents
  • The ability to reject the Work Order
  • Work Order Notes and Completion Button.
Here's what you will find at the top of the Work Order:
Vendor Work Order Header.PNG

Once the work is completed enter any notes or information about this work order and touch or click on the big red All Complete button.  That completes the work order and moves it to your Completed Work Orders Page.

The property address is an active link.  If you need directions to the work site, just click on the address and it will launch a map with directions.

Here's the Active Map or Drawing of the property:
  • The Property map is located just below the All Complete button and can be hidden or revealed.
  • All fixtures on the Work Order are located with Icons on the Map.
  • Touch or click on the icon and you will see the name of the fixture

Vendor Work Order Map.PNG

Below the Fixture map is a list of all of the fixtures that need service

Vendor Work Order Fixture List.PNG

Next to the Fixture Name is a small blue plus sign (+). Click this to reveal:
  • Parts or services that this Fixture requires
  • Thumbnail photographs or files related to this fixture
  • indicators of which part requires repair

Vendor Work Order Fixture Info.PNG

 

 
  • There may be several parts listed in each fixture. 
  • Only those with the Needs Service button highlighted are meant serviced on this work order. 
    • In the example above, HVAC UNIT 2 needs the Quarterly Cleaning done and the Filters changed. 
    • On each of those lines you will notice that the Needs Service button is highlighted
  • Click on any of the photographs to show a full size image in greater detail.
And, If you aren't available to conduct the work as requested:
  • Type a note in the field labeled I reject Workorder... and click on the reject button.
    • This will notify the sender so the Work Order can be assigned to another vendor. 

Any notes you would like to make about this Work Order can be entered in the Add a Note section before or after completion of the Work.

Vendor Work Order Rejection and Notes.PNG

 

 

 

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