Work Order Procedure (NEW AGE ELECTRIC)
Following these steps keeps every work order complete and consistent, so jobs can be tracked accurately from start to finish.
NEW AGE ELECTRIC
12/11/2024
Work Order Procedure (NEW AGE ELECTRIC)
This procedure explains how to create a new work order step by step, including entering the job site address, scope of work, materials, crew size, estimated hours, dates and customer details. It also explains which fields to skip, how to mark change orders, and when to upload before and after photos of the job.
Select 'New Work Order' on the blue tab in the upper right corner
Enter the job site address
If this is a change order, type 'CHANGE ORDER' after the address
Upload before and after pictures of the job
Add or drag pictures
Enter the scope of work and list of materials needed for the job
Enter the number of workers on the job
Enter the estimated hours spent on the job
Skip the 'Procedure' section unless there are special instructions
Check that your name is in the 'Assign to' field
Enter the expected completion date in the 'Due Date' field
Enter the date you are creating the work order in the 'Start Date' field
Skip the 'Recurrence', 'Priority', and 'Location' fields
Enter the customer's name in the 'Customer' field
Skip the 'Files' and 'Vendors' fields unless there are specific files or vendors for the job
Save the work order
Upload before and after pictures of the job
Add or drag pictures
Source: NEW AGE ELECTRIC (Community Member)