Creating a Work Order
While the Service app will integrate with ERP business systems, it is also built to be stand alone and operate without a connection needed to a business system therefore work orders can be created for dispatch to the Service app from the dispatch board. To create a work order, select the create [+] icon in the top right of the dispatch screen. HQ users are then taken to the create work order screen. Users can enter the information needed for the new work order. The required fields have an * by them and must be filled in to create the work order. The required fields will appear red if not completed. NOTE: The minimums/maximums and rounding rules can be set at the work order level by expanding the Rate Settings section.
- Work orders created in the Service app (from web or app) can be synced with the integrated business system and the Synchronize button is used in this process. When the Synchronize box is checked, the Work Order No. field is locked and users can not edit it.
If a customer is unable to be located in the drop down, select the “Unable to Find? Create” button and the user will be directed to the “Create Customer” page. Once here, the user will create the customer. If a location is not already made, the user will be directed to the “Create Location” page. Once a location is made, the user will be directed to the “Create Equipment” page. Once the Equipment is made, the user will be directed back to the “Create Work Order” page to finish creating the work order.
