/work-orders.
When to use it
- Dispatch field crews for install, service, warranty, inspection, maintenance, emergency, retrofit, or upgrade work.
- Track a trades job through its construction phases.
- Capture daily field reports (weather, work performed, materials, delays, safety).
- Manage crew check-in/out with automatic hours-and-cost capture.
- Run a punch list of deficiencies before closeout.
Lifecycle
Work orders are auto-numbered (e.g.WO-0001) and advance through phases:
mobilize → rough-in → trim-out → termination → testing → punch list →
closeout → complete. Status tracks alongside (scheduled, in progress, on hold,
pending inspection, complete, and so on).
Crew and job costing
Assign technicians with roles (lead, installer, apprentice, helper, inspector, PM). When a tech checks in, their time starts; on check-out, actual hours are computed and written as a billable time entry using their role’s bill/cost rates — and the work order’s actual hours and cost roll up automatically. So field labor flows straight into time tracking and job costing.Daily logs
Record one daily log per work order per day — weather, site conditions, work performed, materials and equipment, crew count and hours, delays, safety incidents, change orders, and tomorrow’s plan. Saving a log recomputes the work order’s hours.Punch list
Track deficiencies with a severity (critical, major, minor, cosmetic), location, and assignee, and resolve them before closeout.Good to know
- Client e-sign-off on work orders isn’t available yet — closeout is done by advancing the phase; a signed client acceptance step is planned.
- Punch-item photo attachments aren’t wired yet.