This article explains how to prepare a work order correctly, focusing on site selection, client and project selection, and adding materials and records, such as time and transportation.
Step 1: Basic Information of the Work Order-Completion
Branch Office
Note the branch office for which you are creating the work order, as this affects the inventory and billing processes.Customer and Project
Choose the customer and project on which the materials and costs will be booked. This ensures that all costs are allocated correctly.
Step 2: Add materials
Material tab
Go to the Material tab on the work order to add consumed materials.Preparation
You can prepare the required materials in advance, if needed.More information
For detailed instructions on adding materials, see our helpdesk article on stock transactions via work orders.
Step 3: Invoicing Options Setup
When adding materials, hourly records and transportation records, you can specify how they should be billed later.
Step 4: Replenishment via Fieldapp
Fieldapp Use
Work orders are often further supplemented with materials, timekeeping and transportation records via our mobile FieldApp.
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