Creating a Workorder
As soon as the client confirms the estimate its status will be changed to Confirmed. At the same time the system will generate the next project step - the Workorder.
However, it's always possible to update the status manually from the Client’s profile or from the Estimate profile.
To update the status from the client's profile please click on the estimate step. Available statuses will appear in the drop-down menu.
To access Estimate profile and change the status from there please click on the Options icon and choose the corresponding option.
On the Estimate profile please navigate to the Actions button or to the sidebar panel and change the status from there.
On the next screen, you can add notes and payment details:
If the client has paid a deposit, you can add the amount of deposit as well as the way it was taken and later it will be deducted from the overall cost.
Click Save once the form is filled. From now on, this estimate turns into a Workorder.
Before changing the estimate status and turning it into a workorder, you can easily decline a service on the estimate stage.
Please note, if the client didn't approve an optional service, its status will be changed to Declined automatically.
You can access Workorder page either from the client's profile, the same way we did with estimate earlier, or from the Estimate profile by simply clicking on Workorder tab once it's been generated.
At this stage the Actions button has only three options:
Download or view WO PDF.
Add full or partial payment.
Edit the estimate that the WO is based on.
On the Workorder profile page it's possible to:
add notes that would appear on the Crew Schedule page, once you enter them.
change status of services manually or select the required services and click on the Complete Selected to change the statuses of all selected services to Completed. Once the service(s) is marked as completed the Partial Invoice can be generated.
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copy a workorder. Please navigate to the sidebar panel and click on the Files icon. The same feature is also applicable to Estimates and Invoices.
view the Workorder report and Pre-job safety assessment and Finish work forms once the crew completed the job. To access the report please click on the event date.
If the job start and finish forms for a specific Workorder are not mandatory, they can be disabled. This will save some time for the crew leader on-site. Click here to learn more about forms
In the pop-up window you can add the employee's clock-in and clock-out time, edit the event's start and finish time, view start and finish forms, report expenses and leave comments.
The total man-hours and profit for the event are included in the reports. The calculations rely on determining the coefficient, representing the percentage of the team's working day dedicated to a specific task on the Crew Schedule.
Let's consider an example:
As evident from the screenshot, the work order event occurred on the 13th of November. On the Crew Schedule for that day, the team was assigned two jobs: one from 8:30 am to 10:45 am and another from 10:45 am to 2 pm. Therefore, according to the Crew Schedule, the team was expected to work for a total of 5 hours and 30 minutes. The report in our example pertains to W-16632.
According to the schedule, this job was planned to take 2 hours and 15 minutes, accounting for 41% of all scheduled work for the day. Therefore, to calculate the actual man-hours, the system aggregates the total work time for each crew member throughout the day and multiplies it by 41%. As depicted in the screenshot below, the crew consists of three members, and the sum of their man-hours is 22.53.
The employee's working hours are taken from the Payroll Time Tracker
The result of multiplying 22.53 by 0.41 is 9.22 man-hours, which is displayed on the workorder report.
To learn more about the next project step - invoices please get acquainted with our Creating an Invoice and Adding Payments article.
However, it's always possible to update the status manually from the Client’s profile or from the Estimate profile.
To update the status from the client's profile please click on the estimate step. Available statuses will appear in the drop-down menu.
To access Estimate profile and change the status from there please click on the Options icon and choose the corresponding option.
On the Estimate profile please navigate to the Actions button or to the sidebar panel and change the status from there.
On the next screen, you can add notes and payment details:
If the client has paid a deposit, you can add the amount of deposit as well as the way it was taken and later it will be deducted from the overall cost.
Click Save once the form is filled. From now on, this estimate turns into a Workorder.
Changing estimate status to Declined
Before changing the estimate status and turning it into a workorder, you can easily decline a service on the estimate stage.
Please note, if the client didn't approve an optional service, its status will be changed to Declined automatically.
Workorder profile
You can access Workorder page either from the client's profile, the same way we did with estimate earlier, or from the Estimate profile by simply clicking on Workorder tab once it's been generated.
At this stage the Actions button has only three options:
Download or view WO PDF.
Add full or partial payment.
Edit the estimate that the WO is based on.
On the Workorder profile page it's possible to:
add notes that would appear on the Crew Schedule page, once you enter them.
change status of services manually or select the required services and click on the Complete Selected to change the statuses of all selected services to Completed. Once the service(s) is marked as completed the Partial Invoice can be generated.
.copy a workorder. Please navigate to the sidebar panel and click on the Files icon. The same feature is also applicable to Estimates and Invoices.
view the Workorder report and Pre-job safety assessment and Finish work forms once the crew completed the job. To access the report please click on the event date.
If the job start and finish forms for a specific Workorder are not mandatory, they can be disabled. This will save some time for the crew leader on-site. Click here to learn more about forms
In the pop-up window you can add the employee's clock-in and clock-out time, edit the event's start and finish time, view start and finish forms, report expenses and leave comments.
The total man-hours and profit for the event are included in the reports. The calculations rely on determining the coefficient, representing the percentage of the team's working day dedicated to a specific task on the Crew Schedule.
Let's consider an example:
As evident from the screenshot, the work order event occurred on the 13th of November. On the Crew Schedule for that day, the team was assigned two jobs: one from 8:30 am to 10:45 am and another from 10:45 am to 2 pm. Therefore, according to the Crew Schedule, the team was expected to work for a total of 5 hours and 30 minutes. The report in our example pertains to W-16632.
According to the schedule, this job was planned to take 2 hours and 15 minutes, accounting for 41% of all scheduled work for the day. Therefore, to calculate the actual man-hours, the system aggregates the total work time for each crew member throughout the day and multiplies it by 41%. As depicted in the screenshot below, the crew consists of three members, and the sum of their man-hours is 22.53.
The employee's working hours are taken from the Payroll Time Tracker
The result of multiplying 22.53 by 0.41 is 9.22 man-hours, which is displayed on the workorder report.
To learn more about the next project step - invoices please get acquainted with our Creating an Invoice and Adding Payments article.
Updated on: 23/11/2023