Works Orders
Creating, managing and completing work orders
12 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.
- Using Works Order TemplatesWorks Order Templates allow you to create predefined packs of parts and labour. These are especially useful for speeding up complex or repeat work such as service kits, inspections, or…
- Works Order SchedulerUse Works Order Scheduler quickly assign jobs, see everyone’s workload, filter tasks, and stay organised—saving time, reducing mistakes, and keeping your scheduling efficient and clear.
- Checklists on Unavailable Items and Works OrdersLearn how to create checklists for unavailable items and works orders
- Creating Purchase Orders from Works OrdersLearn how to raise purchase orders to buy third party parts, services & labour from works orders