Posts tagged "Work orders"

3 posts

A work order is the record of one job in a service company: who does it, where, when, what is included and what it is worth once it is done. It is what gets scheduled, driven to, signed for on site and in the end invoiced, so a gap anywhere in it shows up later as an hour nobody billed or an invoice the customer disputes.

The posts below follow the work order through its life. One sets out the six states a job moves through, why a required checklist item blocks completion, and why labour and materials always sit on separate lines of the invoice basis. Another shows how a double booking comes about, usually through a promise made on the phone that never reached the board, and the third covers what happens to a job when the field app has no signal.

In Closepact's Schema & arbetsorder an accepted quote becomes a work order to plan, automatically or by a button, carrying the customer, the address, the accepted lines and the ROT or RUT choice, so nothing is retyped. A ROT or RUT marking set on the work order carries through to the invoice. The scheduling guide covers the planning side in more detail.