Work Order Action Items and Time Tracking

Overview

This section will go over some commonly asked questions regarding work order action items, time tracking, and statuses.

Table of Contents

Completing and Closing a Work Order With a $0 Invoice

You can complete and close a work order that has a $0 invoice on it.

Stop Work Order From App

While in the field, your team members can initiate and conclude work orders directly through the MobiWork app. Once a work order is initiated, time tracking for the task automatically commences.

When toggling an Action Item, it gets recorded in the user's time tracking report. For example, activating the In Transit action item logs the time spent during transit. For more information about time tracking, please see the Time Tracking section.

To end a work order on-site, simply tap the Work Order Completed button within the "Action Items" section. This action also halts the associated time tracking.

Work Order Follow-Up

If a work order requires further attention at a later time or date, your user can activate the Need Follow Up toggle from the "Secondary Action Items" list. For detailed instructions on accessing this list, please refer to the Complete a Work Order section.

By pressing the Need Follow Up action item the work order will be considered complete and the Work Order Completed action item will be toggled green.

Additionally, selecting the Need Follow Up toggle automatically sets the work order's status to "Need Follow Up" on both the web and app interfaces, facilitating easy identification for future dispatching.

Action Item Time Stamps

Once an Action Item (e.g., In Transit, On Site) is toggled, a timestamp is automatically generated, capturing key details about the Action Item, including:

The start/end time and date
The task duration
The type of action performed
And any additional notes

These timestamps can be accessed from the "Job Costing" tab in the View Work Order pop-up window. For more information on how to access this tab, please see the View Work Order page.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!