There are two types of work orders - Reactive and Preventive.
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Check out our video on creating a Reactive Work Order or take a look at the guide.
Video
Guide
From the Work Orders module, click the +Work Order button in the top right corner to open the New Work Order form.
Add information to *required field marked with an asterisk, then any other optional field.
Admin Users can customize which fields to include on the work order form and which are made *required from the Admin Settings module.
Upload images - add files/docs/images about the work order
*Title - what the job is about
*Description - details about the job
Priority - level of severity or importance
Category - group or department
Assign to - technician to do the job
Work Type - select Reactive
Reactive - unplanned, adhoc maintenance work order, created manually
Due Date - job to be completed by (Reactive work orders only)
Location - where the work needs to be done
Asset - equipment to work on
Vendor - outside contractor
Checklist - multiple tasks to note and complete
Status - current situation of work order
Time - amount of time by technician
Parts - quantity and replacement needed
Other costs - invoice associated
3. Click the Save button in the top right corner of the form.
