Work Orders¶
Work Orders let you organize complex field service projects into structured, trackable phases. Instead of managing dozens of individual jobs separately, group related sub-jobs under a single work order with dependency tracking, progress monitoring, and integrated estimates.
Enterprise Plan Feature
Work Orders are available on the Enterprise plan. Individual features like templates, dependencies, and customer approval can be enabled or disabled independently.
Dashboard tabs vs work order detail tabs
The Work Orders dashboard has three top-level tabs: Work Orders, Estimates, and Gantt View. Features like Templates, Documents, Estimates (per work order), Invoice/Budget, and Settings appear inside the detail panel when you open an individual work order.
What you can do¶
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Create work orders
Set up multi-phase projects with titles, priorities, SLA deadlines, customer assignments, and completion rules.
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Sub-jobs & dependencies
Break work into ordered sub-jobs with finish-to-start dependencies that automatically block sub-jobs until prerequisites complete.
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Estimates & approval
Generate estimates from sub-job data, add materials and permits, then send to customers for digital approval before work begins.
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Templates
Save proven work order configurations as reusable templates. Create new work orders from templates with one click.
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SLA monitoring
Automated SLA breach detection runs every 15 minutes with escalation notifications via push, email, and Telegram.
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Documents
Attach specifications, permits, photos, and inspection reports directly to work orders or individual sub-jobs.
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Gantt view
Visualize sub-job timelines, dependency chains, and progress on an interactive Gantt chart with zoom and export controls.
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Budget tracking
Monitor estimated versus actual costs in real time with utilization indicators and over-budget alerts.
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Recurring work orders
Automate repetitive projects with recurring schedules that generate work orders on a defined frequency.
Work order lifecycle¶
A work order moves through a defined set of statuses:
| Status | Description |
|---|---|
| Draft | Initial state — configure the work order, add sub-jobs and dependencies before activating |
| Active | Ready for work — sub-jobs are assigned and visible to technicians |
| In-Progress | At least one sub-job has started |
| On-Hold | Temporarily paused — all sub-jobs remain assigned but work stops |
| Completed | All required sub-jobs are finished (based on completion rule) |
| Cancelled | Work order cancelled — sub-jobs are released |
| Closed | Final state — no further changes allowed |
Completion rules
Work orders support three completion rules:
- All required — every non-optional sub-job must finish
- Percentage — a configurable percentage of sub-jobs must finish
- Manual — a manager manually marks the work order complete
How work orders differ from jobs¶
| Capability | Jobs | Work Orders |
|---|---|---|
| Single job with technician assignment | ||
| Multiple sub-jobs under one umbrella | ||
| Dependency tracking between sub-jobs | ||
| Automatic blocking of dependent sub-jobs | ||
| Built-in estimates with customer approval | ||
| Reusable templates | ||
| Budget tracking | ||
| Progress percentage tracking | ||
| Document attachments per sub-job |
Plan availability¶
Work Orders and all related features — templates, dependencies, customer approval, document management, budget tracking, and estimates — are included with the Enterprise plan. Contact your account manager to enable Work Orders for your company.