Works Orders
Creating, managing and completing work orders
8 articles
Creating a Works OrderHow to book items in for service/repair
Adding parts to Works Order ItemsHow to log parts used on your works orders
Completing a Works OrderHow to return your items on a Works Order
Invoicing a Works OrderHow to invoice your customers for service/repairs
Works Order Breakdown from Rental OrdersThis feature allows you to create a works order directly from an Order that has an order item that has been Booked Out, without affecting its availability. This is ideal…
Convert Unavailable Items to Works OrdersThis feature allows you to quickly create a works order for items marked as unavailable — ideal when a soft down becomes a hard down and further action is needed.
Mandatory Works Order Creation OptionEnabling Mandatory Works Order Creation auto-generates works orders for damaged or maintenance-due items, skipping the Unavailable Items stage.
Works Order Tab on Rental OrdersThis new tab allows users to view related works orders (e.g., breakdowns, repairs) directly from the rental order screen, improving visibility and access to maintenance activities.