How to create a work order

In the backend of Inspect Point, you have the ability to create Work Orders three ways:

• From the Work Orders tab (what is outlined below)
• From the Inspection Detail screen (by clicking Create New Work Order)

• Convert from a Proposal (by clicking Convert to Proposal on the Detail screen)

In the example below, we will be creating a work order from the Work Order tab.

From the Dashboard, click the Work Orders tab on the left sidebar.

Click + New Work Order in the upper right corner of the screen.

Select the Building you would like to create the Work Order for by clicking the Building Name.

In the first step, begin adding the details for the Work Order.

If you know the date, time, and technician for the work order, set the details in the Schedule Visits section below Details.

Click Next when done with Step 1.

In Step 2, associate the work order with any of the items on the building, if applicable.

When done, or if not applicable, click Next.

In Step 3, add any materials, proposed corrections, and line items to the work order (not required).

For all items - materials, proposed corrections, and line items - you can select the quantity, unit price, and check whether the item is taxable or not. 

For materials and proposed corrections, you have the ability to set a markup unit and markup percentage. For proposed corrections, you can also set your proposal factor by clicking the dropdown and selecting an option. 

When done, or if not applicable, click Next.

In Step 4, add and associate any open deficiencies with the work order (not required).

When done, click Create Now.

If the work order was assigned a date, time, and technician during the setup process, the technician will be able to pull-to-refresh, and see the work order on their iPad.

If the work order needs to still be assigned and scheduled, it can be done via the Scheduler tab on the left sidebar.