Work Orders

Increase your company’s efficiency and streamline your processes with ProjX360 work orders and put money back into your company’s pocket. With our work orders, you can create three different types of work orders to keep your team and your work load organized. You can create a Client, Project, or Service work order. Client work orders are designed for small one off jobs, Project work orders are designed for large projects as you are moving through the different stages of the project, and Service work orders are designed for your service calls for finished projects or past clients.

Work Order

Creating a work order is quick and easy. Simply give the work order a title and then choose a client, project or both. The client information will auto fill in the work order to save you time. Then choose the type of work order it is, the status and if it is billable or not and you are up and running. Once you are in the work order you can schedule technicians easily. Then start creating the tasks for your technicians that need to be completed. You can add tasks/items from a proposal, add product from the product database, add a custom checklist from your checklist library, or just add custom individual tasks/items. The technicians can then check the tasks/items off as they are completed and it date and time stamps who checked it off.


Also, if the technicians are having an issue with something they can add notes and attachments to individual line items. You can give a work order a time value and the technicians can track time against the work order so you can see if the work orders are going over budget or staying on time and within budget which will make your company more efficient and increase your bottom line. When the work order is complete they can get an electronic signature on the work order from the client.

Work Order


When your technicians are on a service call and a part is not working, if it needs to go in for repair they can create a repair ticket for that item right inside the work order. You can also see a list of all repair tickets related to that work order.

If it is a billable work order they can create an invoice from the work order and see a list of invoices related to that work order. When creating the invoice for that work order you can bring over the time associated with that work order so it is properly billed.

ProjX360 work orders are easy to create and easy for your technicians to update and use in the field to make sure things aren’t getting over looked and that your projects are staying on time and within budget to increase your company’s bottom line.

 
Work Orders

Work Orders