Creating A New Work Order

There are a number of ways to create new Work Order records in Maintenance Pro.

From The Home Screen

Whenever equipment has recurring maintenance tasks or repair requests that are soon due or overdue, a New WO button will be presented on the home screen.

Clicking New WO will automatically display the new WO screen, and will include tasks showing up as due.

From The Work Orders Button On The Left

Clicking on the + sign will display the new Work Order screen.

From The Equipment List

On the equipment list, the action gear will display a dropdown with a New Work Order option.

New Work Order Screen

Utilizing one of the three methods above to create a WO will display a New Work Order screen.

Equipment – Specify the unit for which the Work Order is being created. This field is pre-populated if the Work Order was initiated from the Home screen or the action gear on the Equipment Index.
Assignee – Assign up to two individuals or vendors responsible for the Work Order. This does not necessarily indicate who will perform the labor, as labor can be added separately for each task.
Scheduled – Enter the date when the Work Order is planned to start.
Due – Enter the date by which the Work Order should be completed.
Priority – Set a priority level to highlight the Work Order among other tickets.
Type – Specify the general purpose or category of the Work Order for reference.
Initial Notes – Add notes to the Work Order for reference purposes.

Note:
The majority of fields are optional. The only required items to create a Work Order are the Unit ID at the top and at least one Task at the bottom.

Add WO Tasks

On the bottom of the new Work Order screen will be a list of soon due or overdue tasks. These can be check marked and added to the WO. Clicking on Add Task will add a task to the WO ticket.

Anything can be typed in this box. If a task already exists, it will pull up as an option as soon as the name is typed. A new value can be added into this box by choosing the Add option in blue.

The typed-in tasks will show up like this:

Clicking cancel will remove a task from the WO ticket.

Saving will bring up the Work Order Detail screen. Here, parts and labor can be added, the WO status can be set, and additional tasks can be assigned.