Pump & Service Work Order Details
The Pump/Service workspace is where the office and field team keep a service job moving from the first customer call through completion and billing. This guide covers the header, the status lifecycle, and each tab.
Quick Start: Open a Work Order
- Open Pump/Service from the sidebar.
- Click any job to open its workspace.
- Use the tabs to move between sections.
- Edit a tab, then click Save.
The Header
Every Pump/Service job opens with a sticky header:
| Element | Description |
|---|---|
| Title | The job number, shown as WO-1042, with the category below it and, when the job came from a drilling project, a Project # link to that project |
| Status badge | The current lifecycle stage (Proposal, Open Job, Complete, or Closed) |
| Return trip | A Return trip flag, shown when the crew marked an Open Job as needing another visit. See Run a Pump/Service Job |
| Add to Schedule | Put the job on a crew's schedule (shown on Open Jobs). Reads Reschedule once the job is scheduled |
| Dispatch | Send the job to a whole crew or to several people (shown while the job is in Proposal or Open Job) |
| Create Invoice | Start an invoice for the job (office, admin, and field supervisor roles). Hidden when an admin turns Invoices off in Settings > Modules |
| On my way | Opens the On my way text window. Its switch, Text the customer when the crew is on the way, turns the text on or off for this job and shows when the last one went out. Send On my way text previews the message and recipient, then sends it when you confirm |
| Add to Route | Add or remove the job from today's route. The button reads On Route once the job is on it |
| Job Costs / Project Costs | Opens the Costs tab of the job's project, where its costs and labor are kept. It reads Project Costs when the job belongs to a drilling project and Job Costs for a standalone job. Shown to users who can open the Costs tab |
| More | Field Form (hidden when your company turns off the printable field form), Print Proposal, Map Header, Share link, Open in Google Maps (when the job has GPS coordinates), and Delete Pump/Service |
Some actions depend on your role. The Invoices tab and Create Invoice are limited to office, admin, and field supervisor users; Delete is limited to office and admin. Add to Schedule and Dispatch are limited to office, admin, and field supervisor users.
Status Lifecycle
Pump/Service jobs move through four stages. The Status & lifecycle card below the header shows who created the job, any schedule placement, and a Move to control with the valid next stages.
| Status | Meaning |
|---|---|
| Proposal | The job is being quoted or prepared |
| Open Job | The work is active for dispatch and field work |
| Complete | Field work is finished and the job is ready for billing |
| Closed | The job is done and archived |
Typical progression is Proposal → Open Job → Complete → Closed. You can move backward when needed (for example, reopening a Complete job to Open Job); backward moves ask for confirmation and are logged.
Tab-by-Tab Guide
The workspace has these tabs. The most-used ones render inline; on a narrow window the rest fold into a More menu on the tab bar.
Details
The main service record. In edit mode you can set the Description, Category, Field Tech, Manager / Supervisor, Date Completed, Equipment Needed, and Admin Notes. When the category is pump work, Pump Type and Work Type appear. Users with billing access also see Bill To, Proposal To, $ Billed, and (for multi-entity companies) the Billing Entity.
The Details tab also shows the Customer card, an editable Project Location card (which saves to the linked project), and inline Contacts for the Owner/Customer, Builder/Contractor, and Pump Installer.
Use Equipment Needed for field-ready logistics and Admin Notes for internal office instructions.
Proposal & Items
The quoting surface. On a pump/service job the quote lines are the service items, so this one tab holds both. It uses the same proposal builder as projects: sections, line items, templates, terms, tax totals, print, and the customer send flow. See Quote Service Work.
Invoices
Lists the invoices raised against the job and starts new ones. See Work Order Billing.
Pump
Captures pump installation data and shows the history of submitted pump-log reports. See Pump Logs.
Inspection
Shown only when your company has the inspections feature turned on. It lists the inspections for the job. Choose a published template to start one. Each inspection has Continue (or View once it is finished), Report, and, for a completed or signed inspection, Send.
Inventory
Parts and stock pulled for the job, with quantities and costs.
Contacts
The people attached to the job: Owner / Customer, Builder / Contractor, and Pump Installer. The same contacts appear inline on the Details tab; this tab is for focused editing.
Files
Images attached to the job. Click Upload Image to add a JPG, PNG, GIF, or HEIC file from your computer or phone. WebP and HEIF files are refused; save them as JPG or PNG first.
The Upload Image button takes images only. To attach a PDF or another document, click Open Project Files to go to the linked project's Files tab and upload it there. Open Project Files shows when the job is linked to a project.
Notes
Timestamped notes for the job, tagged with the author.
History
The activity trail for the job: status changes, edits, dispatches, and other logged events.
Editing and Saving
- Open the relevant tab.
- Click Edit.
- Make your changes.
- Click Save (the Details tab has a sticky save bar with Save and Save & Close).
Related Topics
- Create a Pump/Service Job - Start a new job
- Run a Pump/Service Job - Move a job through its lifecycle
- Assigning & Scheduling Service Work - Field tech and schedule
- Pump Logs - Pump installation data
- Work Order Billing - Invoice completed work