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Field Service

Manage on-the-go operations with real-time job scheduling, mobile access, and seamless team coordination.

Work Orders

Learn how to create, manage, and track work orders. This collection covers work order types, views, creation, editing, and reporting.

What is a Work Order?Understand what work orders are and how to use them to manage maintenance, repairs, and service tasks in Makula.
Create and Manage Work OrdersLearn how to create work orders and customise work order types to fit your workflow in Makula.
Chat with Your Customers and Team on Work OrdersLearn how to communicate with customers and team members using the Work Order chat feature, including file sharing and managing emails.
Attach or Delete Procedures on Work OrdersLearn how to attach or delete procedures on work orders in Makula to standardise tasks and ensure consistency in execution.
Track Time on Work OrdersLearn how to track time spent on work orders, including how to add details like description, timing, tags, and billable status.
Attachments in Work OrdersLearn how to upload, manage, and delete attachments within work orders to keep important files organised and accessible.
How to Add Followers on Work OrdersLearn how to add followers to work orders so team members can stay updated and collaborate effectively.
How to Delete Work OrdersLearn how to delete work orders from either the Work Orders list or the Work Order detail view, including how to record a deletion reason.
Edit Title and Description of Work OrdersLearn how to edit the title and description of work orders (WOs) to keep information accurate and up to date.
Export Data to CSV (Work Orders)Learn how to export work order data to CSV, with options for both summary and detailed reports.
Understanding Work Order Views in MakulaMakula offers multiple views to help you manage work orders efficiently, whether you need quick scanning, visual tracking, or scheduling.
Generate PDF for Closed Work OrdersLearn how to generate a PDF summary of closed work orders, including customisable data and your company branding.
How to Filter Work OrdersUse filters to quickly organise and locate work orders based on key attributes like status, type, priority, or assigned personnel.
Procedures

Learn how to create and manage procedures, customise templates, and use them in Work Orders to streamline maintenance and service tasks.

Create a ProcedureLearn how to create procedure templates in Makula, configure fields and sections, and prepare them for use in Work Orders.
Attach a Procedure to a Work OrderLearn how to attach procedures to work orders so your technicians can easily access and complete them during maintenance or service tasks.
Fill a Procedure Attached to a Work OrderLearn how service engineers can fill out, sign, and finalise procedures attached to work orders in Makula.
How to Use Internal ProceduresCreate procedures that remain hidden from customers even when attached to external work orders. Ideal for documenting internal steps, notes, or sensitive workflows.
How to Use Filled ProceduresFill out procedure forms independently of work orders. Useful for audits, inspections, or documentation that needs to be completed before a work order is created.
Tracking Changes with the Activity Log in ProceduresTrack all actions taken on filled procedures or procedures linked to work orders, with detailed previews showing what changed, when, and by whom.
Customising the Procedure HeaderCustomise the header of each procedure template by hiding, renaming, or adding fields from work orders, assets, or connections tailored to internal or external use.
Assigning Procedures to TeamsAssign procedures to specific teams to control who can access or fill them. Finalized procedures remain visible to everyone, ensuring transparency where needed.
Using Split Fields in Procedure TemplatesDesign more compact procedures by placing two fields side by side in a single row. Ideal for related inputs like dates, measurements, or technician info.