Work Management
Work Orders
Plan and track non-routine work: repairs, extra jobs and follow-ups, assigned to a customer, technician and date.
Where to access
Open Work Orders from Work Management.
Related
How it works
- Create a work order with the customer, the task, the assigned technician and a due date.
- Add priority, notes and reference photos so the field has full context.
- When a work order falls on the same day as a regular visit, it appears together on a single route card.
- Track each work order from open through completion.
Tips
- Use work orders for anything beyond the standard visit so extra work is never forgotten or unbilled.
- Completed work orders feed service history and can flow into billing.