Creating a New Work Order
- 1. © 2012 NetDispatcher© 2012 NetDispatcher CREATING A NEW WORK ORDER CONFIDENTIAL
- 2. © 2012 NetDispatcher • Our process of creating a work order has never been easier. The layout and structure has a smoother and a more refreshing look to it. • This PowerPoint will show you the step-by-step process of creating a work order. Creating a New Work Order 16.6.2016 CONFIDENTIAL2
- 3. © 2012 NetDispatcher Creating a New Work Order • When on the Jobs list click ”Add New” in the top-left corner. This window will appear. It will display all of the forms you have created for work orders. 16.6.2016 CONFIDENTIAL3
- 4. © 2012 NetDispatcher Creating a New Work Order • Input the customer name. A drop-down box will appear allowing you to select a customer. After you have selected a customer, depending on your customer card, all of the other fields in the Customer Information section should auto-populate (refer to figure 1.A). 16.6.2016 CONFIDENTIAL4 1.A - These fields should auto-populate
- 5. © 2012 NetDispatcher Creating a New Work Order • This is the Job Layer. Depending on the form you selected, the Job Type box should be filled in with the job that was set to default when designing the form. If not, you can manually input the job. In the Assigned To box you will type the user (employee) you want to have the job assigned to. You can schedule start and projected completion times. The job status is important because what it is set to determines if it will appear in the Dispatching tab. 16.6.2016 CONFIDENTIAL5
- 6. © 2012 NetDispatcher Creating a New Work Order • The Materials/Services section of the Job Layer allows you to attach any materials or services that the job entails. By typing in the Name box, it searches from your Materials List (under settings) and upon selection it will auto-populate the boxes to the right. 16.6.2016 CONFIDENTIAL6
- 7. © 2012 NetDispatcher Creating a New Work Order • Much like the Customer Information layer, the Property Name box is a Search box that enables you to search Assets that would be tied to the customer. The fields auto-populate upon selection of asset. This will appear on the work order for the user (employee) who is looking at this on a mobile device. 16.6.2016 CONFIDENTIAL7
- 8. © 2012 NetDispatcher© 2012 NetDispatcher Have a wonderful day! THANK YOU!