Managing your work orders

Work orders are digital requests used to authorise and track specific tasks or jobs to be performed. Work orders typically detail what work needs doing, where, and when, often including instructions, materials required, and who’s responsible. These are usually non-automated, physical tasks that require human intervention. They help coordinate and document activities across field teams, office staff, and billing.

For example:

• Service connections or disconnections.
• Special or final read.
• Meter investigation.

In Utilmate, work orders can:

• Be created manually (non payment) or trigger by events such as move-in (reconnection work orders) and move-out (disconnection work orders).
• Automatically created for special reads.
• Be assigned to an internal or external technician (sends an email containing the work order details) or the Utilmate Partner service provider (UST).

Work orders help organise, schedule, and manage operational activities to ensure tasks are completed efficiently and documented properly.

Open work orders are located on the Dashboard screen.  Your work orders queue contains: 

• work orders for a customer that was scheduled and assigned to a user
• all work orders that are newly created and require your attention
• all work orders that are sent or set up

All work orders for a customer that were scheduled will appear in open work orders screen for your reference and will have a status of NEW.

To update the work order or change its status, can be done in the Services menu, Work Orders tab. Refer Add or edit a work order.

Complete Work Order

When a work order is completed, select the row(s) you want to complete and click the Complete button. The work order will be removed from the Open Work Orders in the queue. 

Cancel Work Order

To cancel a work order, select the row(s) you want to cancel and click the Cancel button. The work order will be removed from the Open Work Orders queue.