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Work Orders

Learn what work orders are and how they simplify your workflow, plus the two different types of work orders that dictate the parameters of execution for the work order. 

Work orders are Spearhead's tools to organize tasks that are opened by with a supervisor role, back office, or dedicated agent role. When a work order is created it is one of two varieties, differentiated by their parameters for execution: 

Closed by Completion

This checkmark indicates that a work order is complete when the defined parameters for the job have been met. This gives a supervisor the option to automatically create one ticket to complete the work from the work order generation page. 
approved
To Create a ticket from the work order, use the toggle to pull up the ticket form: 

create ticket

You can then create a ticket from the order. 

NOTE:

  • If the ticket requires a signature for it to be complete, use the toggle to indicate that. 
    customer sig

Closed by Date 

This checkmark indicates that a work order is complete when a set date has been reached, like a month or a quarter. This allows for the creation of multiple tickets attributed to one customer. 

date reached

This pulls up a date range selector, indicating when the work order both opens and closes. 

date range selectorss

To Create a ticket from the work order,  the completed work order populates and use the Add Ticket icon: 

ticket add

You can then create a ticket from the order.

This is how Work Orders function in your workflow: 

  1. Backoffice or Supervisor creates a work order for a customer either to be concluded by date or completion.
  2. A Dedicated Agent or Supervisor is notified of the open work order and accesses it from their workflow to add tickets. 
  3. The Agent fulfills the ticket criteria by logging work to it in the form of labor, miles, expenses, or the fulfillment of products and services. 

Products / Services 

The Order's items tab is what attaches the products and services to the work order: 

order items

You can create a work order without products and services and if they're added to any tickets, they're included as Add-on selections. 

Add the items in the form of products and services to the work order and its tickets. Adjust their quantities accordingly.

prod add

NOTE: Products and services only appear on the work order form selection dropdown when they are priced and affiliated with the customer's pricebook of the work order.