What is a Work Order?
Work orders are how we turn scheduled services into clean, billable records of what happened on the field. Every work order captures the who/what/where/when of a service, whether it was auto-generated from a recurring service or a one-time job, so your team can dispatch confidently, your drivers can document the stop, and your office can bill accurately.
Before you start
There many ways to access the Work Order Detail view:
Customers → Accounts → Location → Routing & Work Orders
Route Manager board views or list view, Master Sequence view → Any of the container badges
Billing → Work Orders
I’m on the Work Order Detail page now, what am I looking at?
We’ll go through section by section to get you better acquainted.
At the very top, you’ll find high-level context for the work order.
Service Address - The full address where the work order is scheduled to take place.
Account Name and Number - The customer associated to this work order’s location.
Action Icons - A set of quick actions for convenience:
Print - When this work order is on a route, this button will allow you to create a printable copy of the work order for your driver and/or customer.
View Notes - Opens a modal to view or add notes related to the broader service for this work order, the work order itself, or the location of this service and its work orders.
Date - The scheduled date for the work order.
More Actions (…) - A menu with additional admin options.
Marking the work order ready for invoicing
Updating the work order’s status
Adding notes and viewing archived notes
Unassigning the stop
Changing its associated route & sequence
Recording a purchase order #
Printing a copy of the work order
Deleting the work order
Moving under the header, we display a summary of the work order at a glance.
Work Order ID, Service Name, Cost - The work order’s unique identifier (”WO-12345678”), the type of service (”Roll Off”) and its recurrence, and WO’s price.
Container Count and Materials - How many containers are being serviced by this work order, along with any special materials being handled.
Service Status - Scheduled, In Process, Serviced, Skipped, Canceled, Hold
Assigned Route - The route this work order’s service is on.
Action - What the work order’s intended task is.
Invoice Status - Whether or not the work order will be picked up when you generate an invoice that includes its service date. If the work order has already been invoiced, it will read “Invoiced.”
Moving down to the Details section, we’ve arranged the work order’s details into 3 columns.
In the first column, we have Location information:
Map - An interactive map that shows a pin for the service location, along with other stops on the assigned routes. You can expand the map for a larger view, as well as toggle between a standard map or satellite view.
Address Details - The work order’s location name and full address.
Location Contacts and Notes - A list of the location’s point(s) of contact and a view of any notes pertaining the work order’s location.
In the second column, we have a Container list and Exceptions list:
Containers - This card lists all the containers associated with the work order. You can search for specific containers and report exceptions directly for any of them (e.g. damage).
Exceptions - This card lists all the reported exceptions for the work order or its containers. You can add work order-level exceptions (e.g. no access if a gate’s locked) or exceptions for specific containers.
In the third column, we have Invoice Details, General Fees, Disposal Tickets, and Work Order Notes.
Invoice Details - Communicates whether or not that work order is ready for invoicing or not. If the work order in question has been invoiced, the invoice’s details we be provided here.
General Fees - Use these to add additional charges to the work order (e.g. fuel surcharge).
Disposal Ticket - Add disposal tickets associated to the work order. It will ask you for the ticket number, disposal site, materials, weights, and fees to be associated with the disposal.
Work Order Notes - Notes specific to only this instance of the work order.
And finally, we have the Activity History tab. The Activity History tab provides a detailed, chronological log of every change and action taken on the work order, which is useful for auditing and tracking what happens on the field.
In it, you’ll find what changed on the work order, its old value, its new/current value, who made the change, and when they made the change.
Feedback? Questions?
We'd love to hear your feedback to help us improve your experience. Please submit feedback through the chat bubble or email to support@haulerhero.com.