Work Orders - Start Here

Work Orders

Work Orders is where you create, track, and close maintenance work on fleet assets. Use Work Orders to open jobs, record labor and parts, manage costs, and confirm work is complete. Technicians, service writers, and shop managers each have tasks in this domain throughout the life of a maintenance event.

New to Work Orders? Start with Create a Work Order.

Which Work Order design are you using?

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

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.

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Learn Work Orders

Guided tutorials that walk you through a complete scenario from start to finish. Best for users who are new to the domain or learning a new workflow.

Learn Work Orders

• Complete your first Work Order

• Add a job and assign a technician

• Post labor and parts to a job

• Review and close a Work Order

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Work Order tasks

Step-by-step guides for specific tasks. Use these when you know what you need to do and need to know how to do it in Fleet360.

Work Order tasks

Common tasks include:

• Create a Work Order

• Add a job

• Assign technicians to a job

• Request parts for a job

• Post labor to a job

• Post parts to a job

• Close or reopen a job

• Close or reopen a Work Order

View all Work Order tasks

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Work Order reference

Field definitions, status values, permissions, and system behavior. Use these when you need to know exactly what a field or value means.

Work Order reference

• Work Order fields

• Job fields

• Work Order status values

• Job status values

• Posting types

• Work Order Permissions

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Understand Work Orders

Concepts, relationships, and lifecycle explanations. Use these to understand why the system works the way it does.

Understand Work Orders

• Work Orders and jobs — how they relate

• Work Order lifecycle

• Job lifecycle

• How postings affect costs

• Planned versus unplanned maintenance

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Troubleshoot Work Orders

Symptom-first guides for resolving specific problems.

Troubleshoot Work Orders

• Work Order won't close

• Job won't add after clicking Add Job

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See also

• Parts and Purchasing — for parts requests and ordering associated with Work Orders

• Assets — for asset context, PM history, and open Work Orders on an asset