Work orders for maintenance staff

Log your work

1. In the sidebar, open Equipment > Service history and click New work order. Or click the wrench on the unit's card in Power Units, Trailers or Company Vehicles.
2. Pick the unit, the Maintenance type and the Status. Use Open or In progress while the unit is with you: it shows as In shop.
3. Under Who did the work, choose In-house and pick your name, or Outside shop and pick or add the shop.
4. Enter the dates, the odometer and the work. Add the lines with Qty and Unit price.
5. Under Tax on this invoice, type the tax. Use Invoice total only when the lines have no prices. These boxes start empty each time: leave them empty to keep what is saved.
6. Click Add files for the invoice or photos, then Save work order.
7. When the unit is ready, open the work order and click Mark done. The unit goes back to Active when no other work order is open for it.

What you see and what the office sees

You see and edit line prices. The office sees subtotals, tax and totals. They are never shown to you in the list, the work order, the unit header or the CSV, and you do not have the Cost report or Settings.

You cannot delete a work order. If one was saved by mistake, ask the fleet owner or safety staff to delete it.