Work Order Overview

Work Order

• Each work order=1 day of work 

  • Each job contains one or more work orders. 

Step 1: Create a new work order

• There are many ways to create a new work order

  • 1. Create a new job

    • Select your customer and go to the Quick Add Job Screen

    • The Quick Add screen only allows you to make 1 job and 1 work order at a time 

      

  • 2. Modify an existing job

    • Go to Jobs > Select the desired job > Click Modify 

      

    • Go to the "What and When" tab; in the bottom section is where all of the work orders pertaining to that job live. 

    • Click the "Add W.O." button on the right side of that section to add another work order to the designated job. 

• Step 2: Fill out the new work order page

  • Fill out the following boxes on the designated work order page appropriately:

    

    • Date

    • Lead technician on the job

      • to add a tech that is not on the "Lead Tech" drop-down menu, click the (...) button, and click "Select a tech not in list."

    • Vehicle

      • To add more vehicles, look at Step 4 (below) 

    • Expecting Us

      • This automatically pops-up with the information that you have previously filled out when initially creating the job

    • Promised

      • This automatically pops-up with the information that you have previously filled out when initially creating the job 

        

    • Start time

      • This is the time that the job is intended to begin

      • Will automatically pop-up with the time stated in the initial job order OR can be adjusting depending on your individual needs 

    • End time

      • IF YOU CANNOT TYPE INTO THE "END TIME" FIELD, that means that the system has calculated the end time for you

      • TO ADJUST THE END TIME refer to the middle section (Assign Tech to Tasks) of the Work Order screen and refer to the column that says Assign

        • Click on the jobs that you plan to do on this particular day. Once you have selected the jobs, the estimated time for each job will appear in the next column.

        • To change the End Time of the Work Order, just adjust the estimated times in the Assign Times column 

    • Shop report time

      • This is a note to leave for the technicians assigned to this Work Order in order to remind them of the time that they need to be at the shop preparing for the designated job

      • Can be earlier than the promised Start time if needed

• Step 3: Assign Tech to Equipment for Selected Tasks 

  

  • You can include equipment information for the technicians in the notes, OR

  • Go to the section that is second from the bottom of the page  > click the Add button at the far right side of that section > add your equipment information 

• Step 4: Add additional workers (if needed) 

  

  •  To add people: In the bottom section of the page, click Add > Add tech 

    • If you need to add a crew of techs, click Add > Add crew

    • Click on the name(s) of the techs that you want to assign to this work order

  • To add vehicles: The vehicle for all of the additional techs will default to the same vehicle as the Lead technician. 

    • If you need to add more vehicles, then click on the vehicle column next to each name of the technicians in that bottom section of the Work Order page and assign your vehicle of choice for each technician.

    • Any technician with a blank space under their vehicle column will ride in the same vehicle as the Lead technician.

• Step 5: Add notes for the technicians 

  

  • If you wish to add more notes that are specific for the individual day, then click the Notes tab at the top right hand of the Work Order screen and type in any notes that are needed for this particular day

  • The technicians will be able to see all notes associates with the tasks directly as well

• Step 6: Repeat Work Order 

  

  • There is a button at the bottom of the Work Order screen > Repeat W.O  

  • (See **NOTE below for more information)

**If you need additional help on how to repeat a Work Order, we have an additional video(s) that cover that specific topic. To access that information, please click the following link: https://help.cenpoint.com/docs/repeat-wo 

New Feature:

The distance from the branch to the address on the Work Order is displayed next to the Work Order address.

Field Tickets and Work Orders cannot be retrieved once deleted!

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Now you should be ready to go! If you still have questions then please feel welcome to contact us!

Phone: 801-478-6822 Opt. 4

                                                       Email: support@cenpoint.com

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