This guide is based on a browser-recorded walkthrough in the rebuilt DrillerDB console. When a step can send, submit, export, or change account access, the guide calls out the review boundary.
Pump and service work orders are the entry point for non-drilling customer work: pump repairs, low-pressure calls, inspections, winterization, abandonment support, and miscellaneous service jobs. Start from a customer when you can, add a short dispatch note, and DrillerDB opens the full work order workspace with proposal, service items, pump log, inventory, contacts, billing, files, notes, and history tabs.
Quick Start
- Open New Work Order from Pump & Service or a customer record.
- Confirm the selected customer when starting from Contacts.
- Choose the pump/service category.
- Leave Parent Project # on auto-generate unless the service call belongs to a known project.
- Add the field tech and work requested note.
- Click Create Work Order to open the full work order workspace.
Step-by-Step: Create a Pump/Service Work Order
Start from the customer-linked work order form
Open New Work Order from Pump & Service or from a customer record. When the work order starts from a customer, DrillerDB carries that customer into the setup form so the service job is tied to the right account before dispatch details are added.
Use the customer page entry point when possible. It prevents a service call from being created without customer context.
Choose the service category and write the request
Pick the closest pump or service category, leave Parent Project # on auto-generate unless you already know the related project number, optionally assign a field tech, and write the short work requested note the dispatcher or technician needs.
A short note is enough at creation time. Detailed labor, parts, pump data, files, and billing can be added after the workspace opens.
Create the work order and continue in the workspace
Click Create Work Order. DrillerDB creates the service job as a Proposal-status work order, assigns a work order number, and opens the work order workspace. From there you can quote the work, add service items, record pump data, attach files, update contacts, and handle billing.
Service workflow context
Pump and service work orders are service jobs, not drilling project records. When the service call belongs to an existing well or project, enter the Parent Project # so service history stays connected. When the call is standalone, let DrillerDB auto-generate the parent project context and continue from the work order workspace.
Continue the service path with Run a Pump/Service Work Order for status, service items, and completion, then use Quote Service Work when customer pricing needs to be saved before delivery.