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Create and Manage Work Orders

Learn how to create work orders in Makula and customise work order types to fit your workflow.

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Written by George Newman
Updated this week

Pre-requisite

To access the Work Order Creation feature, you must have an active Makula account and be logged into the platform.


Navigation to the Work Order Creation Page

  1. From the left main menu, go to Field Service > Work Orders.

  2. Click the “+ Add New Work Order” button in the top-right corner.

  3. A right-hand drawer will open with a customisable work order form.


Work Order Types

Work orders in Makula can be categorised into customisable types, which determine the structure and visibility of the form. Work order types can be:

  • Internal – Only visible to your internal team.

  • External – Visible to customers if you've established a connection with them.

Two default internal types are provided:

  • Service Request

  • Spare Part Order

You can create additional work order types and configure their forms in Settings > Work Order Types.


Work Order Creation Form

The form fields may vary based on the selected work order type. The core fields include:

  • Choose Work Order Type (Required)
    Select from the available internal or external types configured in your system.

  • Select Connection (Required)
    Choose the connection (customer, supplier, distributor) for which the work order is being created.

  • Asset Type (Required)
    Choose the type of asset this work order applies to.

  • Select Asset (Required)
    Select the specific asset. Only assets assigned to the selected connection will appear.

  • Select Contact (Optional)
    Choose a contact person from the selected connection. This person will be linked to the work order.

  • Work Order Title (Required)
    Enter a clear and descriptive title for the work order.

  • Work Order Description (Optional)
    Provide additional context, issue details, or service instructions.

  • Custom Fields (Optional)
    Additional fields may appear based on the selected work order type, such as:

    • Single-select dropdowns

    • Spare parts list

Note: You can configure which fields appear for each work order type in the Settings section.


Submitting the Work Order

Once all required fields are filled:

  • Click “Create Work Order” to submit it.

  • The new work order will appear at the top of the Work Order List under Field Service > Work Orders.


Customising Work Order Forms

Admins can customise the form layout and fields for each work order type by:

  1. Going to Settings > Work Order Types under Work Management

  2. Selecting a work order type

  3. Editing its fields and sections to match internal workflows or customer needs

This allows flexible configuration for use cases like:

  • Maintenance requests

  • Spare part orders

  • On-site inspections

  • Installation tasks

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