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Creating work orders

Create a work order to organize a complex project into manageable sub-jobs with clear ownership, deadlines, and tracking.

Before you start

  • You need Owner or Dispatcher role permissions
  • Work Orders must be enabled on your plan (Enterprise plan required)
  • At least one customer with a service location must exist

Create a new work order

  1. Navigate to Work Orders from the sidebar
  2. Click + New Work Order
  3. Fill in the required fields:
Field Required Description
Title A clear name for the project (e.g., "Building A — HVAC Overhaul")
Customer Select the customer this work is for
Service Location Choose the customer's job site
Priority Low, Medium, High, or Urgent
Description Detailed scope of work
Assigned Manager The team member responsible for overseeing this work order
SLA Due Date When the entire work order must be completed
Completion Rule How completion is determined (all required, percentage, or manual)
Estimated Budget Budget ceiling for the project
  1. Click Create — the work order is created in Draft status

Draft status

New work orders start in Draft so you can add sub-jobs, set up dependencies, and generate estimates before activating. Nothing is assigned to technicians until you activate.

Add sub-jobs

Once the work order is created, add the individual sub-jobs that make up the project:

  1. Open the work order
  2. Click + Add Sub-Job
  3. Configure each sub-job:
Field Required Description
Sub-Job Name What the technician will do
Description Detailed instructions
Job Type field, office, remote, permit, procurement, inspection, or approval
Priority Independent priority for this sub-job
Estimated Hours Expected duration
Optional Mark as optional if not required for completion
Service Location Defaults to the work order's location

Travel requirement

The system automatically determines whether a sub-job requires travel based on its job type. Field and inspection types require travel; office, remote, and permit types do not.

Activate the work order

Once all sub-jobs and dependencies are configured:

  1. Click Activate
  2. The work order moves from Draft to Active
  3. Sub-jobs become visible to assigned technicians

Activation requirements

A work order must have at least one sub-job before it can be activated. Attempting to activate an empty work order will be blocked.

What happens next

  • Sub-jobs appear on the dispatcher board and can be assigned to technicians
  • Progress is tracked automatically as sub-jobs are completed
  • SLA monitoring begins — automated checks run every 15 minutes
  • Notifications are sent via push, email, and Telegram at key status changes