Work Orders
Create, manage, and track service work orders
Work Orders
Work orders are the core of NextFSM. They represent service jobs that need to be completed at customer locations.
Work Order Lifecycle
| Status | Description |
|---|---|
| NEW | Just created, not yet scheduled |
| PLANNED | Scheduled with date/time and assigned technician |
| IN_TRAVEL | Technician is traveling to the location |
| ON_SITE | Technician has arrived and is working |
| FINISHED | Work completed |
| CANCELLED | Work order was cancelled |
Creating a Work Order
Required Information
- Customer - Who the work is for
- Location - Where the work will be performed
- Description - What needs to be done
Optional Information
- Contract - Link to an SLA for response time tracking
- Devices - Equipment being serviced
- Priority - P1 (Emergency), P2 (Urgent), P3 (Normal)
- Required Skills - Filter which technicians can be assigned
- Required Parts - Reserve inventory for the job
Assigning Work Orders
Manual Assignment
- Open the work order
- Click Assign
- Select a technician from the list
- Set planned start and end times
Calendar Scheduling
- Go to Calendar view
- Find an unassigned work order
- Drag it to a technician's calendar
- Adjust the time slot as needed
Completing Work Orders
Technicians complete work orders from the mobile app:
- Check In - Mark arrival on site
- Start Work - Begin the service
- Add Parts - Record materials used
- Complete Checklist - Fill out required inspections
- Get Signature - Customer signs off on the work
- Complete - Mark work order as finished
Checklists
Work orders can include checklists for:
- Safety inspections
- Service verification
- Equipment checks
Checklist results are stored and can be viewed in the device's service history.