Back to: Complete Jobman Set-Up Guide for Administrators

A work order is like a job-within-a-job. You may use workorders to break large or complex jobs into smaller, more manageable segments, or you may create a workorder for an unexpected process that arises within your job, such as a damaged product that needs to be rebuilt.

Creating a Work Order

To create a work order, you will need to start with an existing job. Then follow these steps:

1. From job Dashboard, click New > Work Order:

2. If applicate, select one or more job items (specifications) to assign to this work order.
3. Choose one or more job type/s (your selection will default to the type/s of the “parent job”).
4. Use the Description field to give your work order a name.
5. Choose a Workflow.
6. Click Create.

You will be redirected to the work order Dashboard, as shown below.

The work order number will be the same as the parent job number, followed by a “.1” (or “.2,” “.3,” etc. if you have multiple work orders).

Managing Your Work Order

Once you’ve created a work order, managing it is similar to managing a job:

• Update your work order details from the Info tab;
• Update your workflow and target dates from the Tasks tab;
• Copy completed tasks, N/A tasks, target dates and/or labour centres from the parent job using the Tasks tab (read more);
• Go to Resources > Materials to link materials from the original quote to your work order;
• Go to Resources > Labour to add labour requirements