Create a New Work Order (Web)

To learn how to create a new work order on the Skimmer web portal, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

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Step-by-step instructions . . .

1
You can create a work order just as easily on the web as you can on the app. First, there are a couple spots you can go on the web portal in order to do this. The first place is here, under Work Orders and then New. You'll see there's an ADD WORK ORDER button here. When we click on it, it takes us right to the Add screen, where you can create the work order with all its parameters.

2
But let's say we're on a customer's profile and we want to add a work order directly to them. How do we do that? To demonstrate, we'll go to the Customers tab, find our customer and click on their name. On their customer profile, look at the service location box, and then move down until you see the Work Orders section, and click the ADD button. You'll see we get the very same setup screen we did before.

3
We'll start by choosing a work order type. This one's going to be a service call. You'll see that once we choose the type, the work needed field auto-populates with what we've pre-entered as the default for this work order type. You can still edit that if you like, though. Choose your tech, and then the service date. Enter labor cost and price. Then you can change the preset estimated time if you like. We'll leave it at 60 minutes this time. When you're done, click SAVE.

4
You'll now see that the work order has been saved and scheduled. Make sure your tech syncs so that the new assignment shows up on their device. And you're good to go!

(480) 718-2158

support@getskimmer.com