How do I create a work order in Makula?
Navigation: Open your Field Service workspace, then select Work Orders from the sidebar.
Click the + Add New Work Order button in the top right corner.
A drawer will open on the right with a customisable work order form.
Complete the required fields and click Create Work Order.
The new work order will appear at the top of your Work Orders list.
What are work order types?
Work orders are categorised into customisable types that define the form structure and visibility:
Internal: Visible only to your internal team
External: Visible to customers if a portal is issued.
Default internal types include Service Request and Spare Part Order. You can create additional work order types in Settings > Work Order Types.
What fields are included in the work order form?
The form fields vary depending on the work order type. Core fields include:
Work Order Type (Required): Select from available internal or external types
Company (Required): Choose the customer, supplier, or distributor
Asset Type (Required): Select the asset category
Asset (Required): Choose the specific asset (only assets assigned to the selected company will appear)
Contact (Optional): Pick a contact from the company
Work Order Title (Required): Provide a clear, descriptive title
Work Order Description (Optional): Add additional details or service instructions
Custom Fields (Optional): Depending on the work order type, additional fields may appear
How do I customise work order forms?
Admins can tailor the form layout and fields for each work order type:
Go to Settings > Work Order Types under Work Management.
Select the work order type you want to edit.
Modify the fields and sections to match your workflows or customer requirements.
Common use cases include maintenance requests, spare part orders, on-site inspections, and installation tasks.