Jobs can consist of multiple Job Types to allow for multiple processes and associated Target Lead Times. A Work Order is inherently a Job within a Job but has a parent-child relationship.

Work Orders can have the following uses:

    • Maintenance. Features such as Alerts assist in creating WO for real-time reporting and can be created retrospectively so that errors or variations times and materials can be tracked for profit and loss functionality.
    • Breaking up of a larger job e.g. Kitchen, Bathroom, JO:
      • Tracking time spent against smaller segments.
      • Tracking profitability against smaller segments of the entire job e.g. Kitchen, Bathroom, JO, Maintenance
      • Tracking of Purchase Orders and Materials used from the Warehouse on Work Orders.

To create a Work Order go into a job and go to the Work Orders Tab and click Add Record. This will duplicate many of the same fields as the parent Job and will allow you to change the Job Type if required to follow a different work process or this functionality can also happen automatically from an Alert.

Remember to complete Checklists for work orders or go to the main Job and copy targets and ticked operations to work orders if applicable in the case of a multi-residential job.


Linking Work Orders to a Quote

Linking a Work Order directly to a quote is not possible but the best way to do this is to duplicate a Lead and then link it to a Work Order from the newly created Lead.

Note: To minimise this process for multiple Work Orders, it is better to keep associated quotes to Work Orders in the original Lead. Notes can be made from the Quote Name to reference the Work Order.