Work Orders Overview Video
Watch the video to learn about the module settings and how to create work orders complete with service tasks, employee labor records, parts & supplies, and attaching external documentation.
Work Orders are the primary source of your maintenance history and this module is used to:
- Create Work Orders
- Capture Costs
- Assign & Track who's doing the work
- Run Reports
Watch the Video
In the Work Orders Overview video we'll discuss:
- the module settings.
- create work orders complete with service tasks, employee labor records, parts & supplies, and attaching external documentation.
00:00 Introduction
01:09 Work Order List Management
04:05 Advance Search
06:26 Review/Edit completed Work Orders
10:18 Create a new Work Order
14:26 Assign Work Orders and Service Tasks
19:57 Add Parts and Labor
22:55 Work Order Notes
25:50 Change Work Order Status
29:39 Other Costs
31:35 Work Order Admin Settings
33:57 Work Order Status Flow Set up
39:52 Print Work Orders and Work Order Reporting
46:37 Emailing Work Orders
47:50 Work Order Assigning Settings
Video Length: 56:25
Complete the Learning Paths
Afterwards, we suggest these Work Order learning paths:
- Work Orders - Beginning Training - The essentials of creating and editing a Work Order.
- Work Orders - Advanced Features - Learning and taking advantage of the integrated features of the Work Order Module.
- Work Orders - Admin Training - Administrators learn how to configure the Work Order database, determine who can complete work orders and what is required to complete.