Create a New Work Order (App)

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


Step-by-step instructions . . .

1
It’s quick and easy to add a new work order in Skimmer, and we’ll show you several different ways to do it. First, start by going to the Customers tab and choosing the customer you’d like to create the work order for. On their Profile tab, you’ll find the box labeled Work Orders, and you’ll tap ADD.

2
Choose the type of work you want, and then you’ll see the Add screen. Here’s where you can enter basic info for the work order. Type of work needed, tech, date, and then labor cost and price to customer. A default estimated time is already there, but you can change it if you like. Now tap SAVE. You’ll see the work order has been added.

3
Tapping back into the work order now will reveal some more options. You can call the customer to inform them of the work needed, or email a copy of this work order to the customer for them to review the work. You can also add any particular items that are needed for this job, and you can attach up to five photos with captions. We’ll cover that in more detail in another tutorial. For now, we’ll leave the work order as it is.

4
Now let’s confirm the scheduling of the work order. Navigate to the route dashboard, tap into the tech we assigned it to. Not only has the repair been added to the route, but it’s marked so that you can easily spot it. In addition, you’re not limited to the Customers tab when you want to create a work order. For instance, right here on this tech’s route screen, tap the PLUS sign at the top right corner. You’ll see the same Add Work Order screen comes up. You can also create a work order from inside a route stop. Here you can see that for this customer’s body of water on this route stop, we can add a new work order right from this screen. All these options together provide a way for both admins and techs to create work orders. So that’s the basic overview for how to create a new work order. You’re good to go!