WorkOrderly

Comprehensive Job Details: Manage Every Aspect from the Office

Access and manage all the critical information for each work order from your office.

• View all job details, including customer information, service type, and notes.
• Update job status and progress.
• Communicate with technicians in the field.
• Manage attachments and documentation.
• Prepare for invoicing based on job completion.

Related Links:

• See what the technician sees in the field.
• Go back to the Dispatch overview.

Centralized Job Dispatch Information for Your Office Team

WorkOrderly’s Dispatch Details / Job Overview provides your office personnel with a comprehensive look at all dispatched jobs. Monitor progress, communicate with technicians, and stay on top of scheduling with this detailed overview.

Key Features:

• Quick Actions:
  • Start Job Button: View the “Start Job” button available for the technician, including GPS coordinates.
  • Complete Button: See the “Complete” button, allowing for quick work order finalization (typically managed by the technician).
  • Disposal Forms Link: Access the link to manage disposal forms related to the job.
• Real-time Status: Clearly see the current job status, such as OVERDUE (highlighted in red).
• Customer Details:
  • Customer Name
  • Company.
  • Service Address
  • Phone
  • Email
• Communication Preferences: See indicators for:
  • Service History Included
  • Contact Information Included
  • Email Appointment Info Sent to Customer
• Technician Assignment: View the assigned technician: John User.
• Schedule Information: See the scheduled date and time.
• Note to Technician: View any specific notes provided to the technician.
• Work Order Details: Access the associated Work Order, with a direct link to the Work Order View.
• PO Number: See the Purchase Order number.
• Store/Location: View the service location details.
• Payment Type: See the designated payment method.
• Workorder Notes: Access detailed notes regarding the work to be performed.
• Type of Work Breakdown: A clear table listing the services and parts involved.
• Dispatch Notes: A dedicated section to view existing notes and add new notes for communication related to the dispatch.
• Technician History: Track technician clock-in and clock-out times for the job.
• Uploads: Access and manage uploaded files (photos, documents) related to the job.
• Disposal Forms: A section to manage any necessary compliance forms.
• Cancellation Option: Ability to cancel the dispatch.

Benefits for Office Personnel:

• Complete Visibility: Get a holistic view of all job details in one place with Dispatch Details / Job Overview.
• Efficient Monitoring: Track job status, technician progress, and important information without constant back-and-forth using Dispatch Details / Job Overview.
• Improved Communication: Easily view and add notes to facilitate clear communication with field technicians through Dispatch Details / Job Overview.
• Streamlined Dispatch Management: Manage schedules, track work types, and handle job-related documents efficiently with Dispatch Details / Job Overview.
• Enhanced Customer Support: Access customer information and job history to provide informed support via Dispatch Details / Job Overview.

Ready to gain better control and visibility over your job dispatches with Dispatch Details / Job Overview?