What is a Work Order?

A work order is a document that is used to request and track work to be completed by a field service company. It serves as a communication tool between the customer, the field service technician, and the office staff. It ensures that the work is completed efficiently and on time, by providing all the necessary information about the job.

A work order typically includes information such as the customer’s contact information, the location of the job, the type of work to be completed, the equipment or materials required, and the date and time the work is to be completed. It also includes any special instructions or notes, such as safety precautions or customer requests.

Work orders are usually generated by the customer, either by phone or email, or through an online portal. Once the work order is received, it is assigned to a field service technician who is responsible for completing the work. The technician will review the work order, gather the necessary materials and equipment, and then head to the job site.

After the work is completed, the technician will provide the customer with a copy of the work order, which includes the details of the work performed and any charges for parts or labor. The technician will also complete a report on the work order, which includes any notes on the job, such as any additional work that needs to be done or any problems that were encountered.

Using a work order system can help field service companies to streamline their operations, improve communication and reduce errors. It also allows them to track and manage their jobs, keep accurate records of their work, and bill customers correctly.

In conclusion, a work order is a document that is used to request and track work to be completed by a field service company. It serves as a communication tool and ensures that the work is completed efficiently and on time by providing all necessary information about the job. By using a work order system, field service companies can streamline their operations, improve communication, and reduce errors.