New! Work Orders Table of Contents

Fleet360 has two supported Work Order designs. Use the article set that matches the screen you are using.

You see

You are using

Articles

A Work Order page with Jobs, Work Order Info, Attachments and History tabs, and an actions panel on the right side (Add Job, Add Posting, Request Part, Close Work Order).

The upgraded Work Order design

This article set

The original Maint. and Repair > Work Orders layout: a header panel with a WO Meter button, work order lines listed below, and no Jobs / Work Order Info / History tabs.

The original Work Order design

original Work Order articles

Switching between the two designs. Each user chooses their own design. In the left navigation menu, select the New! Work Order: ON/OFF button to open Work Order Design Preview, turn New Work Order Design on or off, and select Apply. The choice affects only the Work Order page and only your login; other users are not changed. If you do not see the New! Work Order button, the upgraded design is not yet available for your company and the original articles apply.

If you are not sure which design you have, compare your screen with the screenshots in the article before following the steps; steps written for one design will not match the other.

  1. Work Orders - Start Here

  2. Learn Work Orders

    1. Complete your first Work Order

    2. Add a job and assign a technician

    3. Post labor and parts to a job

    4. Review and close a Work Order

  3. Work Order Tasks

    1. Create a Work Order

    2. Update Work Order details

    3. Update the Work Order meter

    4. Add a job

    5. Assign technicians to a job

    6. Update job notes

    7. Request parts for a job

    8. Post labor to a job

    9. Post parts to a job

    10. Post tires to a job

    11. Post miscellaneous charges to a job

    12. Reverse a transaction

    13. Add an inspection from a Work Order

    14. Use bulk actions on Work Order jobs

    15. Add attachments to a Work Order

    16. Create a Work Order PDF

    17. Close or reopen a job

    18. Create an Estimate Work Order

    19. Request Estimate Work Order approval

    20. Convert an approved estimate to a Work Order

    21. Use Work Order templates

    22. Close or reopen a Work Order

  4. Work Order Reference

    1. Work Order workspace

    2. Work Order fields

    3. Job fields

    4. Work Order status values

    5. Job status values

    6. Estimate Work Order statuses

    7. Posting types

    8. Transaction types

    9. Work Order permissions

    10. Work Order system switches info

    11. Work Orders list columns

    12. Job view modes

  5. Understand Work Orders

    1. Work Orders and jobs — how they relate

    2. Work Order lifecycle

    3. Job lifecycle

    4. Planned versus unplanned maintenance

    5. How postings affect costs

    6. How parts requests become postings

    7. Warranty workflow

    8. Work Order closure requirements

    9. Choosing the right job view

  6. Troubleshooting

    1. Work Order won't close

    2. Job can't be closed or reopened

    3. Job won't add after clicking Add Job

    4. Part request is not showing in the queue

    5. Attachment did not save

    6. Estimate approval email was not received

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