WorkForce - Add work order

WorkForce allows users to create and manage Work Orders for field activities, including meter reads, connections, disconnections, investigations, maintenance, and other service requests. Creating a Work Order ensures the job can be assigned, tracked, and completed efficiently by field agents and office staff.

The Add a Job function provides a centralised way to capture all required job details, including customer information, service type, meter details, scheduling requirements, and assigned resources. Once created, the Work Order becomes available within the WorkForce Jobs Dashboard for management and field assignment.

Add a work order in CRM

In CRM, locate your customer record, then navigate to the Services screen, and select the Work Orders tab. Create the Work Order following the Work Order creation process.  Once the Work Order has been created, it will automatically synchronise to WorkForce.

When creating a work order in CRM, it automatically adds job information such as dynamic job number, meter number, and site identifier.

Add a work order in WorkForce

To create a new job in WorkForce, select the Add a Job button from the Jobs dashboard.

Enter the required details in the New Job wizard, then click Save to create the job record.

Important: The following fields are compulsory and must be completed before the job can be saved:
Job number, Location, Service type, Meter and Required date.