See Every Work Order Step on One Timeline
A multi-visit project is a set of steps, each with its own technician and its own dates. The Gantt view lays them out on one timeline, so you can see what is next, what is waiting on what, and what is overdue.
The Gantt view is on Enterprise, with work orders
The install that waited for an inspection nobody booked
A residential solar install is not one job. It is a site survey, the permit, racking, panels, electrical, the utility connection and the inspection, across different crews and several weeks. When it lives in a spreadsheet and a group text, the electrician shows up before the racking is done, or the inspection is booked a week late and the customer waits.
A work order with a Gantt view puts those steps on one timeline, so the office can see what is next and what is holding things up.
One work order, every step, on a timeline
Every step is a bar
Each step of the work order is a sub-job, drawn as a bar along a date axis with today marked. The summary above the chart shows how many steps are done and the project's date range.
Steps that wait
A step can depend on an earlier one. Dependent steps carry a marker, and a step stays blocked until the step before it is finished. See work order dependencies.
Late work stands out
Blocked or overdue steps show in red, and the other steps are colored by status. Click a step's name to open that job and change its dates or technician.
Each step goes to its own technician
Every sub-job is a job of its own with its own technician. The racking crew gets the racking step and the licensed electrician gets the electrical step. A technician opens their step in the mobile app like any other job, and if an earlier step is not finished the app shows why this one cannot be started yet.
Budget and paperwork next to the timeline
Budget against actual
Track labor, parts and other costs against the budget while the project runs. See work order budget tracking.
Documents
Keep permits, contracts, manuals and inspection reports on the work order. See work order documents.
Templates and estimates
Start a repeat project from a template with its steps laid out, and carry an approved estimate into the work. See work order templates and work order estimates.
When a job is enough, and when it is not
Most service calls are one visit and do not need a timeline. Use work orders and the Gantt view for work that has several steps, several technicians or several visits: installs, retrofits, service upgrades and multi-phase commercial jobs. For solar, see the solar install workflow.
The Gantt view is for reading the project. To change a step, open it from the timeline. For the parts a project needs, see purchase orders, and for the owner's numbers across all your work, see field service reporting.
Work Order Gantt View Questions
What is a Gantt chart for work orders?
A timeline that shows each step of a work order as a bar along a date axis, with a marker for today, so you can see the schedule and where the project stands.
Can steps depend on each other?
Yes. A step can depend on an earlier one. Steps that depend on another are marked on the timeline, and a step that is blocked by an unfinished earlier step cannot be started.
How do I see what is late?
A step that is blocked or past its due day shows in red on the timeline, and finished steps are shown in their own color.
How is this different from the dispatch board?
The dispatch board is for assigning and scheduling jobs across your technicians. The Gantt view shows the steps of one work order over days or weeks.
Can each step have a different technician?
Yes. Each step is its own job, assigned to its own technician, and it opens in the mobile app like any other job.
Which plan includes the Gantt view?
Enterprise, with work orders. See the pricing page for plan details.
Run the Whole Project from One Timeline
Plan the steps, assign each one and watch the project move, in one work order.
14-day free trial · Nothing charged until the trial ends · The Gantt view is on Enterprise