Work Orders

Steps

1. Create a work order with the customer, the task, the assigned technician and a due date.
2. Add priority, notes and reference photos so the field has full context.
3. When a work order falls on the same day as a regular visit, it appears together on a single route card.
4. 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.

Related guides

• Reminders Lightweight follow-ups tied to a customer, route, technician and date, with optional photos and notes.
• Calendar A calendar view of work and visits across the month, week or day to keep scheduling clear.
• Service History A complete, searchable record of completed visits with photos, checklist answers, readings and the option to send or export reports.
• Invoices Create, send and track invoices with recurring billing, branded documents, online payment links and payment recording.