Creating Pump & Service Work Orders

Work orders allow you to track pump service, repairs, inspections, and other non-drilling service jobs. This guide walks you through creating work orders with all essential information.

Quick Start: Create a Work Order

1. Go to Pump & Service in the sidebar
2. Click New Work Order
3. Select customer and service type
4. Enter location and priority
5. Save the work order

Step-by-Step: Creating a Work Order

Step 1: Access the Form

1. Navigate to Pump & Service in the sidebar
2. Click New Work Order button (top right)
3. The work order form opens

Step 2: Select Customer

For Existing Customers:

1. Start typing customer name in search field
2. Select from dropdown results
3. Contact info auto-fills

For New Customers:

1. Click Add New Customer
2. Enter customer details
3. Save and continue

Step 3: Choose Service Type

Select the type of service being performed:

Step 4: Enter Location

1. Enter the Service Address where work will be performed
2. This may differ from the customer's billing address
3. Add city, state, and ZIP
4. GPS coordinates populate automatically (or enter manually)

Location fields:

• Street address
• City
• State
• ZIP code
• GPS coordinates (for navigation)
• Access notes (gate codes, directions)

Step 5: Set Priority

Step 6: Add Details

Description:

• Customer-reported symptoms
• Equipment involved
• Special instructions
• Access information

Scheduling:

• Preferred date (if known)
• Time window preference
• Estimated duration

Step 7: Link Equipment (Optional)

1. Click Link Equipment
2. Search existing equipment records
3. Select pump, tank, or other equipment
4. Or click Add New Equipment to create record

Linking equipment:

• Builds service history
• Shows previous work on same equipment
• Provides specs for technicians

Step 8: Save the Work Order

1. Review all entered information
2. Click Save Work Order
3. System assigns unique work order ID
4. Work order appears in your list

Creating from Existing Records

From Customer Profile

1. Go to Rolodex
2. Open customer record
3. Click Create Work Order
4. Customer info auto-populates
5. Complete remaining fields

From Equipment Record

1. Go to Equipment
2. Open equipment detail
3. Click Create Work Order
4. Customer and equipment auto-populate
5. Complete remaining fields

From Scheduling

1. Click empty slot on calendar
2. Select New Work Order
3. Date auto-fills from calendar
4. Complete remaining fields

Required vs Optional Fields

Required Fields

Optional Fields

After Creating

Once saved, you can:

1. Dispatch to a technician
2. Add notes with more details
3. Upload photos or documents
4. Schedule on the calendar
5. Print work order summary

Troubleshooting

Customer not found?

• Check spelling
• Search by phone number
• Create new customer if needed

Service type not listed?

• Use "Other" and specify in description
• Contact admin to add new service types

Can't save work order?

• Check required fields are complete
• Verify customer is selected
• Check for validation errors

GPS not populating?

• Enter address in standard format
• Try without unit/suite numbers
• Enter GPS manually if needed

Related Topics

• Work Order Details - Navigate work orders
• Dispatching - Assign to technicians
• Customers - Customer management
• Equipment - Equipment tracking