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R-DASH · All-In-One Dashboard · Fictional sample data · Read-only demo

Create Work Order

Work order details

Choose the client, contact and equipment. Equipment with a registered site fills the location and emirate for you.

Select equipment first. Its registered site fills automatically. Otherwise, enter the location and choose its emirate; a new location is saved under this client.
Only this client’s equipment is available. Selecting equipment fills its assigned site and emirate, if set. Equipment locations are managed in Client Profiles.
Only active contracts effective on the service date and covering the selected equipment are shown. A customer PO is enforced when the contract requires one.
The title is regenerated from work type, equipment, and the reported issue when the record is saved.
Marks this work order as a non-binding cost estimate until later financial workflows are added.

Schedule & site location

This address is copied from the selected customer site for historical reference.

Service notes

Technician assignments

Assign active field workers, their operational role, lead responsibility, and management-planned hours.

Assigned technicians
0.00 hours

Parts & components used

Part line totals and the work-order parts total are calculated server-side.

Parts

Private job media

Only private ERP media may be attached to work orders.

Attachments

Operational notes

Internal notes stay within the company. Customer-visible notes may later appear in the Customer Portal.

Notes
Rabt National CO.