Create a Work Order
Raise a new field service work order and assign it to a technician.
Creating a Work Order
- Go to Field Service → Work Orders and click New Work Order.
- Select the customer and site where the work will take place.
- Describe the task, choose the work type, and set the priority.
- Assign a technician and set the scheduled date and estimated duration.
- Click Save — the technician receives a mobile notification with job details.
Where to go next
- Understand the whole module → How Field Service Works
- Next in this module → Schedule and Dispatch Jobs
- Issue a Permit to Work
- Set Up Preventive Maintenance
- See where this fits in the bigger picture → How a Request Becomes a Resolved, Billed Ticket
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