Field Service | Makula Help Center

Work Order Management

Create, assign, and track work orders from start to finish. Manage schedules, attach procedures, log time, and handle customer requests.

Export and Bulk Upload for Multi Asset and Sub Work OrdersLearn how multi asset and sub work orders appear in exports, and how to create them with bulk upload in Makula.
What is a Work Order?Learn what a work order is in Makula, how it helps manage maintenance and service tasks, and how to use work orders in your Field Service workspace.
Views, Access and the Customer PortalLearn how multi asset and sub work orders appear in each view, who can create them, and what portal users see in Makula.
Sub Work OrdersLearn how to break a larger job into sub work orders under one parent work order in Makula.
Multi Asset Work OrdersLearn how to assign several assets to one work order, and how procedures, parts and custom fields work across them in Makula.
Create and Manage Work OrdersLearn how to create a new work order in Makula, choose work order types, assign assets and companies, and submit work orders in your Field Service workspace.
Understanding Work Order Views in MakulaLearn how to switch between list, table, board, map, and calendar views to manage work orders effectively in your Makula Field Service workspace.
Edit Title and Description of Work OrdersLearn how to edit the title and description of a work order in Makula Field Service, with step-by-step instructions and activity logging.
How to Delete Work OrdersLearn how to delete work orders in Makula Field Service from the work orders list or detail view, including how to record a deletion reason.
Track Time on Work OrdersLearn how to track time spent on work orders in Makula Field Service, including using the stopwatch, adding descriptions, tags, and billable status.
Attachments in Work OrdersLearn how to upload, download, and delete attachments in work orders in Makula Field Service to keep important files organised and accessible.
How to Add Followers on Work OrdersLearn how to add followers to work orders in Makula Field Service so team members can collaborate and receive updates.
Export Data to CSV (Work Orders)Learn how to export work order data to CSV in Makula Field Service for reporting, analysis, or record-keeping purposes.
Generate PDF for Closed Work OrdersLearn how to generate a PDF summary of closed work orders in Makula Field Service, including customisable content and company branding.
How to Filter Work OrdersLearn how to filter work orders in Makula Field Service using predefined filters and custom fields to quickly find the work orders you need.
Introduction to the SchedulerLearn how to use the Scheduler in Makula Field Service to plan work orders, assign technicians, allocate resources, and manage your team's workload.
Archive Work OrdersLearn how to archive and unarchive work orders in Makula, and what happens when you archive a work order that is still open.
Creating Work Orders from EmailHow to attach an email to a work order, either by creating a new one or assigning to an existing one, with the email thread viewable in the work order's…

Digital Service Forms

Create and manage digital procedures for service tasks. Add fields, checklists, signatures, and attachments. Attach procedures to work orders and generate PDF reports.

Installed Base Management

Manage your equipment hierarchy, from production lines and machines to components and parts. Create assets, organise documentation, and track inventory.

Customer Management

Add and manage your companies and their contacts. Assign assets, control portal access, and maintain customer relationships in one place.

Customer Portal

Give your customers access to shared assets, documentation, and parts. Let them raise requests, track status, and interact with your organisation through a branded portal.

AI

Use AI-powered tools to work smarter. Create AI Assistants for instant asset support, capture service notes with AI Notetaker, and access insights through AI Chats.

Reports and Analytics

Build custom reports and dashboards to track work order trends, asset performance, and company metrics. Use charts, filters, and drilldowns to analyse your data.

Help Desk and Ticketing

Capture and manage customer requests with tickets, create work orders from them, and set up ticket types, statuses and notifications.

Quotes and Invoices

Create, send and track quotes and invoices, convert quotes into invoices, and set up taxes, numbering, branding and packages.