This article explains how to create a work order with our mobile/web application.

  • How to Create Preventative Maintenance/Recurring Work Orders
  • How to Edit Preventative Maintenance/Recurring Work Orders
  • How to process a work order¬†

How to Create Preventative Maintenance/Recurring Work Orders

  1. On the Work Orders page, click "+ Create Work Order"
  2. Enter in your Work Order Info as you normally would:
  • Enter a Title
  • Enter a Description
  • Select Priority level
  • Select Equipment (optional)
  • Select Location
  • Select Category
  • Assign Main Worker (defaults to user)
  • Assign Support Worker (optional)
  • Select Team (optional)

3. For a Preventative Maintenance/Repeating Work Order:

  • Set your Due Date for the due date of the first PM
  • Select End Due Date *date you'd like the schedule work order to stop repeating
  • Set your Repeating Schedule frequency

How to Edit Preventative Maintenance/Recurring Work Orders

  1. On the "Work Orders" page, Click the desired work order
  2. Select Options, Edit
    - If edits only applies to current recurring work order select "Edit Current"
    -
    If edits apply to all recurring work orders select "Edit All Future Work Orders"
  3. Make desired edits
  4. Click "Save Work Order" 

How to process a work order

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