Create, Edit, or Delete a Work Order (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Step-by-step instructions . . .

1

You can create a work order from multiple places on the web, including the Work Orders box in a customer profile, or under Work Orders from the main menu, on the Scheduled or Unscheduled screens. Start by clicking Add in the top right corner.

2

Choose the work order type, which is like selecting a premade template. Next, choose the customer. If they have multiple service locations, select one.

3

The screen will populate with details you’ve already added to that work order type. You can leave those as-is or edit for this job. The screen will also populate with customer and location information.

You can pick a service date now, or leave it to schedule later. If you don’t assign a date or a tech at this time, the work order will save as Unscheduled and wait there until you assign it a date and a tech.

Indicate a Price for the job and the Labor Cost, which is what you’re paying the tech or techs to complete it. Note that this is a total for all assigned techs, not the labor cost per tech.

4

Under Assign Techs, assign at least one tech to put this job on the schedule. You have the option to assign multiple techs, which you can do by tapping Add Crew Tech. The first one you assign is called the Full Tech, and that will be the one responsible for completing the job record in Skimmer. The system allows up to nine Crew Techs. The Scheduled Time label will likely be more important in a multi-tech situation, so you can coordinate getting them all to the same place at the right time.

Crew techs will see a reduced version of the work order on the app, which only allows them to submit the work they performed. You can also provide instructions individual to each tech, which allows you to differentiate responsibilities. Note that, when it comes to multi-tech work orders, these jobs don’t currently span multiple days.

5

Checklist Items cannot be added or edited here. They must come from the work order type. 

If there are items needed attached to the work order type, they will automatically be here. However, you can add more if you need them for this job. Click Add Item, and you can add from your Products, the list of equipment associated with this pool, a chemical, or Add Other gives you an open text box.

Lastly, you can upload photos and attach them to the job.

6

Click Save. If you haven’t assigned a tech or a service date, the work order will save to the Unscheduled tab. If tech and date are assigned, it will appear on the route for the scheduled techs.

7

If you need to change anything, click Edit and you’ll go back to the same screen. If you no longer need this job, click Delete, confirm, and it’ll be gone.

You can also Finish the work order from here, in case the tech did the work but forgot to tap Finish in the field. It will ask you to confirm who completed the job and when.

8

Click into a Finished work order, and you can still edit job information, add items needed, mark checklist items finished, or email a report to the customer.