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.
After a pump or service work order exists, the work order workspace is where the office and field team keep the job moving. Use the Details tab for dispatch notes and equipment, the status buttons for Proposal to Open Job to Complete, and the Service Items tab for labor, parts, and billable work. The rest of the workspace keeps proposal, invoice, pump data, inventory, contacts, billing, files, notes, and history connected to the same service job.
Quick Start
- Open the work order workspace.
- Use the Details tab to edit dispatch notes, equipment, field tech, and service context.
- Move the status from Proposal to Open Job when the work is active.
- Use Service Items to add labor, parts, and billable service rows.
- Confirm the saved item total.
- Move the work order to Complete when the field work is finished.
Step-by-Step: Run a Pump/Service Work Order
Open the work order workspace
Open the work order from Pump & Service, a customer record, or the linked project. The header shows the work order number, status, linked project, top-level actions, and the workspace tabs.
Edit dispatch and service details
Click Edit on the Details tab. Update the description, category, field tech, pump/work type, equipment needed, admin notes, billing contact, proposal contact, manager, completion date, or amount billed as the service call becomes clearer.
Use Equipment Needed for field-ready logistics and Admin Notes for internal office instructions.
Move the work order to Open Job
Use the status buttons near the top of the workspace to move the work order forward. Proposal means the service work is still being quoted or prepared; Open Job means it is active for dispatch and field work.
Add the labor, parts, or service item
Open the Service Items tab, click Add Item, then enter the service description, quantity, and unit price. These line items are the practical bridge between the field work and the quote or invoice.
Review the saved service item total
After the item is saved, confirm it appears in the Service Items table with the right quantity, unit price, and total. You can edit or delete the row from the table if the scope changes.
The Work Order Proposal tab uses the same line-item storage, so clean service items help the quote stay aligned with the actual job.
Mark the work order Complete
When the service call is finished, use the status controls to move the work order to Complete. From there, the next office step is usually billing: review billing status, create the invoice, and send it to the customer when ready.
After completion
Completing the work order means the service job is ready for office follow-through. Review service items, proposal context, billing status, and invoice readiness before sending anything to the customer.