🧾 Workorder
The Workorder module is designed to manage service-related tasks that fall outside of standard Maintenance Contracts and Subscription Renewals. It provides end-to-end visibility into task assignments, payment tracking, and delivery timelines.
📋 Dashboard Overview
The dashboard provides a comprehensive view of all existing work orders, displaying critical information such as:
- Organization Name
- Payment Received, Pending, and Total
- Created By & Creation Date
- Assigned Agent
- Delivery Date
- Status (Pending, Approved, Working, or Completed)
You can click on the 👁️ Eye icon to view specific details of any Workorder.
➕ Creating a New Workorder
To initiate a new work order:
- Click on the "Add New" button.
- Select the Customer and assign an Agent responsible for the task.
- Enter:
- Payment Received
- Pending Amount
- Workorder Description and Service Request
- Payment Note (optional, for internal reference)
- Special Instructions (if any)
- Estimated Delivery Date
🔁 Updating Workorder Status
You can change the status of any existing Workorder by:
- Clicking on the Status dropdown
- Selecting from the available options:
PendingApprovedWorkingCompleted
By leveraging the Workorder module, teams can effectively manage ad-hoc service tasks, maintain transparency in execution, and track financials seamlessly across service operations.