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Work Orders

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One of the cornerstones of FieldOne is the Work Order. Since Work Orders involve process, you may wish to watch the videos on the Online Training Center which walk you through typical Work Orders, both Service Call and Project.

The Work Order handles any type of work done, from simple one-time Service Calls to complex Projects divided into Job Stages for different phases of work.

The Work Order manages all steps of a job from the initial Customer call through Estimating, Problems/Repairs, Scheduling, Job Progress, T/M Recording, Job Costing, Billing and more, all in one set of easy-to-use screens.

The unified work flow in the Work Order process eliminates commonly found problems. Many general accounting software packages identify Parts and Labor for work done only at the final stages, like invoicing. To track activity earlier, businesses often buy supplementary software, and then find that compatibility issues and duplicate entries make non-integrated solutions cumbersome.

Another advantage of process flow in Work Orders is that when information is entered at the correct point in the process, providing data needed at later steps without duplicate entries, automation can eliminate work as steps move forward.

For example, integration is especially helpful with billing Invoices. FieldOne collects all details for Work Orders that will be billed later (see Pricing) and then automatically transfers these to the Invoice:

Data keyed directly to the Work Order
Entries from Technicians using remote laptops
Entries from Technicians using PDA (running Windows Mobile 5.0 or above and using FieldOne Mobile™, see www.fieldone.com/mobile/)
Parts charges from received Purchase Orders related to a Work Order
Labor charges resulting from Schedule Posting on the Schedule Board

 


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