Create, Edit, or Delete a Work Order (Web)
To learn how to create, edit, or delete a work order on the Skimmer web portal, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.
Step-by-step instructions . . .
You can create and manage work orders easily on Skimmer’s website. Here’s how to do it.
To begin, there are a couple different ways you can create a new work order. The most direct way is to navigate to Work Orders, then either the New or Scheduled screen. On either one, you’ll find the Add Work Order button in the top right corner. Click that and you’ll be taken to the Add Work Order screen.
Start by choosing the Work Order Type. This indicates what type of job you’re scheduling. When you choose the type, your preset defaults will populate automatically, such as Work Needed and Price. If, however you need to adjust any of those defaults for this specific work order, you can edit them all here.
Select the customer you’re scheduling the job for. When you do that, you’ll see that any current route assignment information for them will appear on the right. This is handy if you want to assign the job to the tech that already services this pool. Service Location will also populate, but you’re given a dropdown menu in case this customer has more than one location, and you can choose the appropriate one.
Next, choose the tech and service date. These are required if you want this work order to appear on the service schedule. When everything is set, click Save.
Now, on the Scheduled screen, you can see the work order has been created and scheduled for your customer. If you want to change anything, just click the Edit button and you’ll be taken back to the same screen you were just on. Or, if you decide you don’t need this work order after all, all you have to do is click Delete, confirm, and it’s gone.
Next, we’ll show you how to create a work order right from your customer’s profile. First, you’ll go to the Customers screen, find their name, and click into their profile. Once you’re there, make sure you’ve selected the correct service location.
Then scroll down until you see the Work Orders box. Any work orders currently assigned to this customer will appear here. If you’d like to create a new one for them, click Add.
This will take you to the same Add screen we saw before, the only difference being that the customer name and their service location are already populated. Once again, you’ll choose the work order type, assign a tech and service date, and adjust parameters and defaults as needed. When you’re ready, click Save.
Back on the customer profile, you now have the new work order in the Work Orders box. If you want to change anything, click the Edit button to go back to the work order screen.
If you don’t need this work order anymore, simply click Delete, confirm, and it’s gone.