WORKORDERS

The work order module allows you to track work orders in and outside your organization. Work orders can be attached to properties, areas and assets. Work orders can be carried out in the context of a contract. A team can be defined of people that manage the work order, such as a contractor and a work order manager. Various categories of work orders can be defined that each can have their own workflow to manage the process.

A customizable workflow can be used to manage to work order progress.

In the work order screen shows the progress of the work order.

The module can be configured for each user group by setting access rights to fields and functions. You can also define your own processes for modifying or creating data by defining custom workflows. Specific functions for your organization can be implemented on request.

Internet: Every team player in the work order process can easily view the status of the work order in a web browser. No longer is the information scattered around in spreadsheets, emails and paper files.

Contracts: Work orders can be attached to a contract, that defines the team of people and the amounts of items and labor that are covered. Verification can be done to check if the actual values adhere to the contract.

Inventory: The work order module is fully integrated with the inventory module. When items are used for a work order, the inventory is updated accordingly.

Quotations: Quotations can be sent in the context of the work order with the amount of items and labor that is estimated to be used.

Purchase orders: The quotation can automatically be converted into a purchase order. When the purchase order is approved, the items are reserved in the inventory.

Subworkflows: The quotation and purchase order can be managed as subworkflows of the work order. This way the progress of the quotation, purchase order and work order is coordinated in a logical way.

Costs: The estimated costs for a work order can be compared to the actuals costs at any moment in the process. Separately, the amount of estimated labor can be compared to the actual labor.

Documents: Documents can be uploaded and attached to a work order. For example, a drawing can be uploaded to illustrate the as-built situation.

Notes: In different stages of the workflow, notes can be added to the work order. The notes are tracked by person and date so that a complete history of the work order is maintained.

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