Our Archive

Welcome to your Archive. This is your all post. Edit or delete them, then start writing!

Uploading Files & Photos to a Work Order is just a few clicks away & the best thing is that there is no Limit. So upload all you want. You can upload files by going to:

  • Menu > Work Orders > Select a Work Order > Edit > Add an Attachment.

 

NOTE: On the app the Add an Attachment is a Camera button.

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Work Orders are great for small jobs, no need for estimates, just create a Project link a work Order to it & just invoice through the Work Order. To archive a Work Order, go to:

  • Menu > Work Orders > Select Work Order > Action (Bottom right of the page) > Select Archive this Item.
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Purpose:

To create a Work Order.

Background:

In Contractor Foreman, Work Orders are used for those small jobs that doesn’t need Project management. You have the ability to track who issued, who approved and who it was assigned to and a description of what needs to be done.

 

Points to Remember:

Required fields are marked with an Asterisk (*.)

Work Orders will also show up on your Dashboard (Home Screen) as Open Work Orders.

To save your work, click the blue “Submit” button.

To Edit the record, click the green pencil icon in the upper right corner.

Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.

If a Work Order needs to be Deleted, you can do so by clicking on the “Action” button at the bottom of the page on the right.

Steps to Create a New Work Order:

  1. Navigate to Main Menu
  2. Click on Work Orders
  3. Click on blue button “Create a New Work Order” on the left.
  4. Enter the following information:
  • Service Date:
  • Project: (Mandatory)
  • Billed To:
  • Issued By:
  • Approved By:
  • Response: Select “Accept” or “Reject”
  • Assigned To:
  • Notes:
  • Subject: (Mandatory)
  • Type/Drawing:
  • Location/Status: Select from drop-down.
  • Work Description:
  • Terms & Conditions: Select one of three options – Default – Custom – Both. (If you select Custom you need to fill out your Terms in the box)
  • Work Order Items: You can “Import Items” or “Add Items to Work Order”
  • Add Attachment: (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)

 

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