Creating Work Orders

Work orders allow you to track pump service, repairs, inspections, and other non-drilling service jobs. Creating a work order captures all the essential information needed to dispatch, complete, and bill for service work.

Pump & Service Work Orders

Accessing the Work Order Form

To create a new work order, navigate to the Work Orders section from the main menu and click the "New Work Order" button. This opens the work order creation form where you can enter all necessary details.

Required Fields

Every work order must include the following information:

Customer Selection: Choose an existing customer from your rolodex database. Start typing the customer name to search and select from matching results. If the customer doesn't exist yet, you can create a new customer record from the work order form.

Service Type: Select the type of service being performed. Common service types include pump repair, well inspection, maintenance call, equipment installation, or emergency service. This helps categorize work orders for reporting and analysis.

Service Location: Enter the complete address where the work will be performed. This may be different from the customer's billing address. The location helps with dispatching and routing technicians efficiently.

Priority Level: Indicate whether this is a routine, urgent, or emergency service call. Priority affects scheduling and helps ensure critical work gets immediate attention.

Optional Information

Additional fields help provide context and improve work order management:

Scheduled Date: If you know when the work will be performed, set a scheduled date. This integrates with the scheduling system and helps coordinate technician availability.

Description: Enter detailed notes about the work requested. Include any customer-reported symptoms, special instructions, or access information. The more detail provided upfront, the better prepared your technicians will be.

Equipment Information: If the work involves specific equipment like a pump or tank, you can link existing equipment records or create new ones. This builds a service history tied to specific equipment.

Estimated Hours: Provide an estimate of how long the work should take. This helps with scheduling and sets customer expectations.

Parts Required: List any parts you expect to need. This allows for advance ordering and ensures technicians have necessary materials before arriving on site.

Creating from Existing Records

You can also create work orders from existing customer or equipment records. When viewing a customer profile or equipment detail page, use the "Create Work Order" action to automatically populate customer and equipment information.

After Creation

Once created, the work order receives a unique identifier and appears in your work orders list. You can then dispatch it to technicians, add additional notes, log service activities, and eventually convert it to an invoice for billing.