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Work Orders

Work Orders, From Request to Sign-Off.

Create, assign and track every job in one place, with the forms, assets, notes and history that belong to it attached.

What It Does

What You Get

Assign and schedule

Assign one or more team members and set scheduled dates. Overdue and Conflicted badges show which jobs need attention.

Clear statuses

Every work order moves through Draft, Assigned, In Progress, Submitted, Completed or Incomplete, so everyone sees where a job stands.

Final Sign Off, your way

Let assignees complete a job on site once their forms are submitted, or route it to Submitted for approval from the office.

Recurring work orders

Repeat jobs daily, weekly or monthly, or create the next one when the last is completed. Each copy keeps the client, site, forms, assets and assignees.

Everything attached

Attach forms and assets, add notes and documents, tag work orders, and record an internal cost that clients never see.

Full history and export

Every change is recorded. Export a work order as a ZIP containing a CSV and PDF of the full record, plus its photos and documents.

In Practice

How It Works

1

Create a work order for a client and site, and attach the forms and assets the job needs.

2

Assign your team and set the schedule. Make it recurring if the job repeats.

3

Engineers work through the attached forms on their phone or tablet, adding notes and photos, even offline.

4

Once every form is submitted, the work order completes, or waits for approval, and can be exported as a full record.

FAQ

Common Questions

Related

Works Hand in Hand With

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