Skip to content
English
  • There are no suggestions because the search field is empty.

How To Create a Work Order for a Team Member

1. Click "Operations"

2. Click "Work Orders"

3. Click "+Work Order"

4. Please note that you must fill the fields that has an asterisk symbol (*)

Search using "Site Name", and enter the Site Name in the following field. Note: You may also search by using "Client Name" or "Site Address"

Click "Select Trade"

Click "Select Task For Service" field. Please note: This field is may or may not mandatory, depends on company workflow settings

Select "Priority"

5. Add "Description"

Click "Continue

6. Now you will come to the Work Order Creation Page

Recheck all the details

Click "Team Member"

7. Select the "Team Member"

Select the "ON" button for Dispatch Trip

Uncheck box "Don't dispatch this WO right now" if you want to dispatch the Work Order

Step 11 Click "CONTINUE"

The Work Order will be created for the "Team Member"