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Pump & Service Work Order Details

Step-by-step guide to navigating and managing work order information

Pump & Service Work Order Details

The work order detail page provides a complete view of all information related to a service job. This guide walks you through each section and how to manage work orders effectively.

Quick Start: Navigate Work Order Details

  1. Go to Pump & Service in the sidebar
  2. Click any work order to open
  3. Use tabs to view different information
  4. Click Save after making changes

Understanding the Interface

Header Section

The header displays key information at a glance:

ElementDescription
Work Order #Unique identifier (e.g., WO-2024-0089)
Status BadgeCurrent status with color coding
Customer NameQuick reference
PriorityEmergency, Urgent, Routine
Action ButtonsDispatch, Invoice, Print

Status Colors

ColorStatusMeaning
BlueCreatedNew, not dispatched
OrangeDispatchedSent to technician
YellowIn ProgressWork being performed
GreenCompleteWork finished
GrayInvoicedBilled to customer

Tab-by-Tab Guide

Service Information Tab

Core details about the service work.

Customer Section:

  • Customer name (linked to Rolodex)
  • Phone and email
  • Billing address

Service Location:

  • Service address (may differ from billing)
  • GPS coordinates
  • Map link for directions
  • Access notes

Service Details:

FieldDescription
Service TypePump repair, inspection, etc.
PriorityEmergency to Low
Scheduled DateWhen work is planned
StatusCurrent workflow stage

Description:

  • Original work request
  • Customer-reported symptoms
  • Special instructions

Step-by-Step: Update Service Info

  1. Click any editable field
  2. Make your changes
  3. Click Save
  4. Changes sync immediately

Equipment Tab

Equipment linked to this work order.

Equipment Information:

  • Make and model
  • Serial number
  • Installation date
  • Warranty status

Service History:

  • Previous work orders
  • Past repairs
  • Maintenance records

Step-by-Step: Link Equipment

  1. Go to Equipment tab
  2. Click Link Equipment
  3. Search for existing equipment
  4. Select from results
  5. Or click Add New to create

Linking equipment creates a service history that helps diagnose future problems.

Notes Tab

All communication and documentation.

Internal Notes:

  • Visible only to your team
  • Scheduling coordination
  • Parts ordering updates

Step-by-Step: Add a Note

  1. Go to Notes tab
  2. Click Add Note
  3. Type your note
  4. Select visibility (Internal or Customer)
  5. Click Save

Notes are timestamped with the author's name.

Customer Communication:

  • Phone call logs
  • Email records
  • Text message history

Attachments:

  1. Click Upload
  2. Select files (photos, documents)
  3. Add description
  4. Files display in gallery

Timeline Tab

Chronological history of work order events.

Events Tracked:

  • Created date/time
  • Dispatch time
  • Status changes
  • Notes added
  • Completion time

This helps track:

  • Response times
  • Time on site
  • Total job duration

Activity Log Tab

Complete audit trail of all changes.

What's Logged:

ActionDetails Recorded
CreatedWho, when, initial values
EditedField changed, old/new values
DispatchedTechnician assigned
Status ChangeFrom/to status, who changed
Invoice CreatedInvoice number, amount

Working with Work Orders

Editing Information

  1. Navigate to the relevant tab
  2. Click the field to edit
  3. Make changes
  4. Click Save

Step-by-Step: Complete a Service Job Record

  1. Verify service details and customer/location fields
  2. Link equipment and capture any prior service context
  3. Add technician notes, photos, and parts/labor details
  4. Update status through completion
  5. Create billing and confirm audit history is complete

Some fields can't be edited after invoicing. Make changes before billing.

Changing Status

Step-by-Step: Update Status

  1. Click current status badge
  2. Select new status from dropdown
  3. Add note if prompted
  4. Status updates immediately

Status Progression:

Created → Dispatched → In Progress → Complete → Invoiced

Quick Actions

Buttons at the top provide fast access:

ButtonAction
DispatchAssign to technician
Add NoteQuick note entry
UploadAdd photos/documents
Create InvoiceGenerate bill
PrintPrint work order summary

Viewing on Mobile

Field technicians access work orders via mobile app:

  • View all assigned work orders
  • Get directions to service location
  • Update status (En Route, On Site, Complete)
  • Add notes and photos
  • Record time and parts used

Troubleshooting

Can't edit work order?

  • Work order may be invoiced (locked)
  • Check your user permissions
  • Contact administrator if needed

Notes not saving?

  • Check internet connection
  • Note may exceed character limit
  • Try refreshing the page

Equipment not linking?

  • Equipment may already be linked
  • Check equipment exists in system
  • Verify you have edit permissions

Activity log missing entries?

  • Only certain actions are logged
  • Check date range filter
  • Some quick edits may batch together