Business scenario
A practical day in the business.
Voltline Electric in Tucson, AZ does panel upgrades that take two visits plus an inspection. Office manager Dana Kirk creates the work order.
- Mon 7:30 AM — Technician Ray Castillo opens WO-1187: scope, photos from the estimate and a private gate code.
- Mon 3:10 PM — He checks off three steps, adds photos of the new panel and notes that the inspection is next.
- Thu 9:00 AM — A different technician arrives for visit 2 with the full history.
- Thu 11:20 AM — The homeowner signs on Ray’s phone; the work order moves to Completed.
How work orders work
A clearer way to work.
- 01Create from a jobStart from a booking, quote or call with the scope filled in.
- 02Assign and schedulePick the technician and visit times.
- 03Work the checklistCheck steps off on site and add photos and notes.
- 04Get sign-offCollect the customer’s signature for gated stages.
- 05Close and invoiceCompleted work orders are ready to invoice.
Why it matters
Details shouldn’t live in one technician’s head.
The scope is in an email, the gate code in a text and the photos on someone’s phone. When a different technician shows up for visit two, they start from scratch.
A work order keeps everything for the job together, so anyone on the team can pick it up.
Interface and key controls
See the details that keep work moving.
Check off steps, switch the viewer to see private notes hidden from the office, and collect a signature to complete the work order.
Checklist
Access note
Gate code 4410# · dog in backyard, use side gateBusiness scenarios and exceptions
Designed for real-world exceptions.
Access notes like gate codes are private to the assigned technician, and gated stages can’t be completed without the customer’s signature.
What goes on a work order?
Scope, address, checklist, photos, notes, parts, visits and the customer’s sign-off.
Can a job have more than one visit?
Yes. Every visit is recorded on the same work order with its own notes and photos.
Who can see private notes?
Notes marked private, such as gate codes, are visible only to the assigned technician and admins.
Who should use work orders?
On-site service trades and facilities teams with multi-step or multi-visit jobs.
Is a signature required?
For stages you choose. Those stages can’t be completed until the customer signs.
Keep every job’s details in one place.
Start a 14-day free trial or book a demo to create work orders.