How do I create a work order?
Work orders are used to track one-time or additional services outside of your recurring shifts, such as strip and wax jobs, carpet cleaning, or pressure washing.
Create a work order
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Go to Work Orders in the main menu and click Add Work Order.
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Enter a description and select the location.
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Set a status to track what stage the work order is at (see the separate video on creating and managing work order statuses.)
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Schedule the date and time for the job.
Optional setup
Budget and pay rate: In the Budget tab, you can set a specific pay rate for this work order. Make sure to turn the override toggle on so it takes precedence over the employee's default pay rate.
Job details: Add any notes or information your cleaners will need when they clock in.
Custom fields: Add custom fields to track any additional information specific to the job. These can be open text fields, radio buttons, or dropdowns.
Services: Add the services being performed (e.g., strip and wax, carpet cleaning). For each service you can enter your cost and the price you charge the customer.
Supplies: Add any supplies being used to track costs for the job.
Checklist: Attach a checklist to ensure your cleaners complete all required tasks for the job.
Assignments: Assign the employees who will be completing the job. This is also where employees can upload before and after photos or videos.
Once you have filled in the description and selected a location, the Create Work Order button will become available. Click it to save.
Note: The profit and loss summary at the bottom of the work order is visible to administrators only. Employees will only see the information they need to perform the job.