Work Orders

Work Order Details

When a client assigns you a purchase order, it creates a Work Order for you to work through. Once accepted, these work orders will update the client on your progress in the required work.

The details page shows the relevant information given by the client to complete the work. As a vendor, you will be able to assign the work order internally to get the work completed. You can add notes for the work order with any additional information, and these notes can be shared to the client.

The work order status will update automatically throughout the work orders life depending on actions that you take within the work order. The status of your work order will update for the client to automatically let them know where the work. We will go over these status changes through each section.

IVR

Interactive Voice Response, or IVR for short, is what allows you to clock in and out of a work order and tracks your clock in and out history as well.

Clocking in to a work order, updates your work order status to 'On-Site'. Depending on your clock out reason, the work order status will update to these 3 statuses: Vendor Proposal Required Clocked Out: In Progress Confirm Complete

You can clock in and out of a work order through the IVR tab as well. Clocking out will prompt you to enter a note for the IVR entry and have you select a Clock Out Reason. The clock out reason is what dictates the status of the work order once you are done with your trip.

Clocking out as Work Complete will update your work order to 'Confirm Complete' and change the phase of the work order. This will let your client know that you are finished and to move onto the final steps.

Invoices

The Invoices tab of a work order is used to create, submit, and keep track of your invoices for a work order. You can keep track of payments, and see the status of your invoices. You can convert an approved proposal directly into an invoice to prevent having to put in the information twice.

Invoicing for your work orders is broken down in more detail here.

Proposals

Proposals are created to request an increase in the DNE for your work order. Proposals are made to explain the work that needs to take place, and break down the costs of the job. You can then submit that created proposal to your client. Once approved, your DNE will be adjusted and you are good to move forward with gathering your needed materials and completing this job.

Submitting a proposal to your client will change the work order status to 'Proposed'.

Once approved by the client, the status will update to 'Proposal Approved'.

More details on adding and managing proposals is broken down in more detail here.

Documents

Documents in the work order are used to store any important files for the work to be completed. The files in the document tab can be shared between you and your client. You can use the documents tab to keep track of any photos, emails, spreadsheets, or files to keep everything in one place for your work.

For more information on adding and managing documents, click here.

Tasks

Tasks can be added to a work order to more easily follow up on what needs to be done in the work order.

A task can be created in the Tasks tab of the work order. The tasks can be found in the Tasks list from the top nav bar. These tasks are internal and do not share any information outside of your company.

Permissions

These are the permissions that are used within the Work Order. The permissions are separated by each section of the work order. These are required in order to take actions in a Work Order.

Work Order

Please note that all 'Edit' permissions except Assigned To, only affect work orders that you have created.

Work Order Document

Work Order Invoice

Work Order Invoice Payment

Work Order IVR

Work Order Note

Work Order Proposal