Work Orders & field work

Plan assignments, perform the work and finish the visit.

13 articles

• Cancel a Work Order →ServiceVisit lets you cancel a Work Order, the single technician assignment under a Job, when that piece of work will not go ahead. On the Work Order page, choose Cancel Work Order and confirm the…
• Complete a Work Order →ServiceVisit lets you mark a Work Order as complete when the technician has finished the work. A Work Order is one technician assignment under a Job. Completion can be refused when the documentation…
• Completing a Work Order →Completing a work order is the step that says the technician's work is done. It locks the work order, adds the work to the Property's service history and, unless you mark the work as not billable…
• Create a Work Order →ServiceVisit lets you create a Work Order, which is one technician assignment under a Job. You create one when a Job is ready to be worked. On the Create Work Order page you add an Execution summary…
• Edit a Work Order →ServiceVisit lets you work on a Work Order, which is one technician assignment under a Job. You can update its summary, start the work, add or remove photos and other attachments, and add, change or…
• Finishing the Visit and Payment →When the work is done, you review it, complete the work order, and then collect payment or close the visit. This guide walks through that last stretch on the phone or computer, so a sole operator can…
• Handling Added Work with a Scope Change →When a technician finds extra work that the customer has not approved, the work order records it as a scope change before anyone does the work. You describe only what changed and its added price, the…
• Manage Change Orders →A Change Order is how you handle added work you find while a Work Order is under way. Instead of quietly doing extra work, you pause and describe only what changed: a name, a customer-facing…
• Reading Job Cost and Margin →ServiceVisit turns the time your staff record against a work plan into job cost, then compares that cost with what you charged. Approved time on a Work Order is attributed to the plan's steps, priced…
• Record customer authorization →On a Work Order you can record how the customer authorized the work, so there is a record of why you were cleared to do it. If the customer is there, you can capture their signature. If they cannot…
• Starting and Doing the Work →Once you are on site, a work order moves from Scheduled to In Progress and you work through it on the Execute Work screen. This guide covers confirming the customer has authorized the work, starting…
• Work Order Statuses, Reversing a Charge and Closing Out →A work order moves through a set of statuses from first draft to a closed record, and a few actions along the way correct or end it: putting it on hold, cancelling it, reversing a charge that should…
• Your Day and Your Assigned Jobs →A technician, or a sole operator who does the work personally, can run a whole day from a phone: find the jobs assigned to you, clock in, tell ServiceVisit when you set off, and arrive on site. This…