Why would I use this:
Improved visibility of maintenance activity linked to rentals.
Faster access to breakdowns and repairs.
Streamlined workflow
Step By Step:
Step 1: Open a Rental Order
Navigate to the Orders section.
Select the order you want to view.
Step 2: Locate the New “Works Order” Tab
Once inside the rental order, look for the new tab labeled “Works Orders”.
This tab is typically located alongside other tabs like Details, Items, Documents, etc.
Step 3: View Linked Works Orders
Click on the Works Orders tab.
You’ll see a list of all related works orders associated with this rental order.
These may include breakdowns, repairs, or scheduled maintenance.
Step 4: Access Individual Works Orders
Click on any listed works order to open it.
You can view full details such as:
Status (e.g., Open, In Progress, Completed)
Description of the issue
Assigned technician
Dates and times
Notes and attachments
Create a Works Order within an Order
Go to the 3 dots on your order item, when your item is "On Rent "
Click "works order breakdown"
Fill in your details and press okay to create the works order:
