Work Orders module in detail.
Coordinate work with your techs at the office or in the field.
Creating Work Orders
Create work orders directly from the project or the calendar
Create work orders directly from an invoice—which is especially helpful for service work, where you don’t need to go through the proposal to sales order process
Create persistent work orders which allow you to use the same work order for multiple days
Using Work Orders in the Field
Create work orders in the field—in real time
Deliver all or multiple parts at once from the work order
Indicate actual time it took to complete specific tasks
Call or email the customer from mobile work orders on iOS
View map and driving directions to the jobsite directly from iOS work orders
Track expenses incurred by technicians in the field.
- Upload and save receipts for invoicing and employee reimbursement
- Invoice the customer for these expenses, when appropriate
- Set a default markup for expenses incurred in the field
- Expenses will appear on the work order, project, and sales order for the job
Tracking Technician Hours and Location in the Field
Track the GPS location of your technicians while they’re on the clock and in the field
Techs can clock hours on a jobsite in multiple ways: enter a start and end time; enter a specific duration in minutes; add time in increments of 5 min, 15 min, 45 min, 1 hr
Require a “service performed” to be recorded on each clock-in entry
Link work orders to service projects which allows you to watch over a time period how much service work you’ve done for a particular client