Work Order Module Features

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

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Want to Learn More?

Watch the following videos to learn more about the Work Orders Module in iPoint.