Skip to main content

Add a Work Order

1. Create Work Order

Select the Plus Icon icon located at the top right-hand corner of the screen.

Add Button Location

  • You will be taken to a new screen where you will be asked to input the following information:
  • Shop select the textbox and then select from the list of known shops.

  • Repair Site select the textbox and then select from the list of possible sites.

If the shop does not have multiple repair sites this will not be clickable.
  • Chassis Number select the text and type in the effected chassis number.

  • Reference Number select the text and type in the reference number.

  • Repair Date there's two ways to add a date:

Select the text and type the date.

Select the calendar icon icon and select a date from calendar.

  • Mechanic select the text and type the mechanic's name or code.
  • Once complete, click the Create button at the bottom right corner of the window.

New Work Order Window

2. Add Repair Items

After you have created the work order you will be brought to the work order details page where you can add the repair items.

  • To add an item, select the Add Item button at the top right-hand corner of the screen.

Add Item Button

Add Repair Details

  • A window will appear where you will be asked to input the repair details.

  • To input repair details, select the aspect box and then choose from the list or begin typing in the search section to reduce the items in the list.

  • After selecting the aspect, the system will automatically open the following box and continue until all boxes are filled.

Add Item Screen

Add Cost Details

Below the repair information is the repair cost section.

Depending on the shop’s configurations, you may see a few different varieties, or there may not be a cost section at all.

Cost Section

  • Once complete, select the Add button or the Add & New button if there's another repair you want to add to this work order.

3. Submit Work Order

Once you have added all needed repairs to the work order, there are two ways you can submit the order:

  1. If there are more work orders you would like to submit, select the Submit and New button at the top right of the screen.

Cost Section

  1. If there are no more work orders to submit, select the More button on the right side of the Submit and New button.
  • A dropdown will appear, select the "Submit" option.

Submit Option