Repeating and Multi-Day Work Orders

By |2021-07-23T15:49:30-05:00November 15th, 2019|Comments Off on Repeating and Multi-Day Work Orders

Introduction

The repeating work order feature creates two or more work orders. The work order that is used to create the repeating work orders is the “Master Work Order”. If you delete it, you will delete all of the work orders created from it. You may open the Master WO and edit all of the repeating work orders.

Field Explanation

See below for field explanations.

Multi-Day Work Orders

A multi-day work order is a single work order that spans two or more days. The feature allows you to set a start date and end date. You have options that include skipping weekends. Each day can have a different start and or end time.

Field Explanation (for both)

Repeats: This controls how often the work order repeats itself. This selection adds or removes certain controls from the form. For example, if you select Weekly, you will see checkboxes for each day of the week.

Avoid Weekends: You can avoid creating work orders on weekends. Note: This option may not be visible due to certain other options.

Start Date: The date of the work order. Remember, this is a single work order that spans two or more. The Repeating Work Order feature actually creates two or more work orders – one work order for each day.

Ends: You can enter the total number of occurrences or the end date. Both methods have the same end result.

Repeats Every: If you entered “1 Month”, as shown above, you would end up with a work order that includes one day per month. Tip: This is a multi-day work order, but the days do not have to be contiguous.

Repeat By: You will only see this option if your “Repeats” is set to “Monthly.” Your options are Day of the Month or Day of the Week.

Start Time and End Time: This is the time the work order begins and ends. The End Time can be entered manually, or it will automatically calculate depending on the Duration.

Duration: The duration can be entered manually, otherwise it will automatically calculate.

Tips

  1. You cannot have two or more work order types. A multi-day work order is a single work order with a single type.
  2. The old Schedule Board will list each day separately on the Unscheduled List and denotes multi-day WOs with an asterisk.
  3. The NEW Schedule Board Unscheduled list will nest the days under the parent WO, where you expand it and you can see the schedule laid out before you. Note that you cannot drag already scheduled days onto the board, but they are visible just the same.
  4. If you need technicians to enter daily notes regarding their work, you might use the Work Order Contact Log. The Technician’s Notes are typically used for “customer facing” information. The Work Order Contact Log is used for internal purposes.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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