1. Navigate to Service & Repair > Work Orders.
2. Click the "Create Work Order" button in the top right corner.
3. Complete the work order form with the following details:
Add the work order location, select Internal Equipment, add the product, unit, unit status (Soft Down or Hard Down), and the start/end date. Click Create when finished. You can add the mechanic, work type and PO number during creation or use the Edit Order button after the work order has been created to update these fields.
Note: While a work order is active, any units marked as Hard Down will be unavailable for rental. Units marked as Soft Down can still be rented.
4. To begin the work order, click Set Status in the top right corner and select "Mark as In Progress." If applicable, enter the hour reading when prompted, then click Start.
Note: You always have the option to mark the Work Order as on hold at any point before the Work Order is completed.
5. After the work order is created, click the Edit button in the top right corner to update any details and assign a mechanic.
Note: Once you have made any change, click the Save button in the top right corner.
6. At any point during the work order, notes can be added in the Activity section at the bottom of the screen or Order Notes on the right side of the screen. Activity notes are automatically stamped with the date, time, and admin's name.
7. To add parts, services, or custom products to the work order, click the Add button, select the type at the top of the pop-up screen and complete the relevant fields.
8. Once the work is complete, click Set Status and select "Mark as Complete." Enter the work end date and hour reading if applicable, then click Complete.