Work Order Management
Create, assign, and track work orders from start to finish. Manage schedules, attach procedures, log time, and handle customer requests.
By George1 author14 articles
- 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.
- 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…