Schedule, Move, and Reassign Work Orders (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 . . .

Here’s how to schedule, move, and reassign a work order on the app. We’ve already created a work order for our customer. On the customer’s profile, in the Work Orders box, you’ll see a work order has been created but not yet scheduled. To schedule, tap on the work order.

On the next screen, you’ll see we’ve set up most of the basic information for that work order. Now we need to assign it to a tech and choose the date for the work. Tap on Tech and assign. Tap on Date and choose. Once you’ve chosen them, it’ll be automatically assigned and scheduled. If we go to the route dashboard for today, we can confirm.

What if something comes up and we need to change that assignment? It’s also very easy. We could go back to the customer account and make the change there, but we’ll show you another place where you can make all these changes. Go to the Admin tab, select Work Orders, and look at what’s been Scheduled. You’ll see that the work order is there. Tap on it. At the top of the screen, you’ll see an Unschedule button. Tap that and the assigned tech and date are removed. Now you can choose again.