Pump & Service Work Orders
Pump & Service Work Orders is a newer feature that continues to evolve. If you encounter any issues or have feature requests, please contact support.
Note: Pump & Service work orders are available in DrillerDB. SWD Database users may not have access to this feature.
Work orders help you track pump service, repairs, and other non-drilling jobs from the first customer call through quote, field work, completion, and billing.
Overview
Work orders are service jobs, not drilling project records. They are designed for:
- Pump repairs and maintenance
- Well inspections
- Service calls
- Equipment installations
Work orders are service jobs, not drilling project records. When applicable, link work orders back to the related well/project so service history remains connected.
Recommended Service Job Path
- Create a Pump/Service Work Order from the customer or Pump & Service entry point.
- Run a Pump/Service Work Order to update details, move status, add service items, and mark the job complete.
- Quote Service Work when the customer needs pricing before the work is delivered or billed.
- Use the billing workflow when the completed service job is ready for an invoice.
Use send, dispatch, invoice, and customer delivery controls only after the office has reviewed the customer, recipients, price, service notes, and billing terms.
Key Features
- Create and manage work orders
- Dispatch to teams
- Track service history
- Log pump operation data
- Generate work order invoices
Step-by-Step: End-to-End Service Workflow
- Create the work order from the customer and service request details.
- Review or update the Details tab before dispatch.
- Move the job from Proposal to Open Job when service work is active.
- Record labor, parts, and service rows on Service Items.
- Save a quote when the customer needs a proposal before work proceeds.
- Mark the work order Complete when field work finishes.
- Continue into billing only after service items and customer delivery details have been reviewed.
Step-by-Step: Link Service to Existing Well Context
- Open the work order
- Identify the related customer and location
- Link to the matching well/project record when available
- Save and verify linked context for reporting
- Use linked history for future service calls
Topics in This Section
Create a Pump/Service Work Order
Learn how to start a customer-linked pump or service job, choose the service category, enter the dispatch note, and open the work order workspace.
Run a Pump/Service Work Order
Move a service job through details, status, service items, and completion once the work order exists.
Quote Service Work
Create and save pump/service quote lines while keeping the quote attached to the work order and linked project.
Work Order Details
Navigate the work order detail page with its tabbed interface showing service information, equipment history, notes, communication, and activity logs.
Dispatching Work Orders
Dispatch work orders to field technicians, manage assignments, send notifications, and integrate with the scheduling system for coordinated service delivery.
Pump Logs
Record pump operation data including flow rates, pressure readings, power consumption, and maintenance activities to track performance and document service history.
Work Order Billing
Convert completed work orders into invoices by capturing labor hours, parts used, and additional charges, then generate professional invoices for customers.
Related Topics
- Customers - Contact and service history context
- Scheduling - Dispatch and assignment planning
- Billing - Invoicing and payment workflows