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. See plans and pricing to compare what each plan includes.
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
FSM Navigator watches SLA deadlines automatically and escalates with push, email, and Telegram notifications.
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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
See every sub-job as a bar on a date axis, with a today marker, a progress summary, and flags for steps that are blocked, overdue or dependent on another.
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Budget tracking
Monitor estimated versus actual costs 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. You pick a reason from your company's hold-reason list (the same one jobs use, set in Company Settings); Other needs a short note |
| Completed | All required sub-jobs are finished (based on completion rule) |
| Cancelled | Work order cancelled — every sub-job that is not completed is cancelled too, and the customer gets one email listing them |
| 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.