Summary
This article will explain how a technician can create a new work order inside the ServiceBox Mobile application.
Each user has different user access, so a user will need to have access in order to do this. A Basic user by default has the ability to create a new work order.
Steps to Creating a New Work Order
Log into the ServiceBox App
If you need to download and connect the app on your phone follow the instructions here.
Once you are logged into the ServiceBox app, navigate to the web view of the application. Lets assume you are going to your home button.
In the top right corner there is a + button. This button is the button you will use to create new items inside ServiceBox if that is Customers, Job Sites, Work Orders, Quotes or Recurring Work Orders.
Click on the Work Order Link and it will come to a screen that looks like this:
Enter in Required Fields
To complete a work order the following fields are required to create the work order:
- Bill To - This is the customer that the work will be completed for
- Job Site - This is the job site that the work will be completed for
- Assigned to - This is the user that will be responsible to complete the work. Administrators can select any user technicians will have the work order assigned to themselves by default.
- Description - This is the work that will be completed at the Job Site.
In your organization they may have custom fields that are required and those will be indicated by a red *.
Adding new Customers
If you need to create a new customer for a work order you can add a new customer by click on the blue add link beside the Bill To. Once you click on this link you will be taken to the new customer entry:
Populate the required fields and enter in an address for the customer. You can choose to create a new job site with the customers address by checking off "Create First Jobsite".
Click Save to save the customer. Once you do the new customer will be selected and the job site.
Adding new Job Sites
If you need to create a new job site for a customer you can add a new job site by clicking on the blue link add next to the Job Site label. Once you click the add button the Add job site pop up appears.
Enter Fields and Save Work Order
Once you enter in all of the required fields click save and the work order will be ready to be scheduled.
If you have any questions please contact us at [email protected]