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Creating a New Work Order (updated)

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This PowerPoint shows you the steps necessary to create a new work order in Husky

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Creating a New Work Order (updated)

  1. 1. © Husky Intelligence 2017 Creating New Work Orders Wednesday, December 6, 2017 Jonathan Frederick
  2. 2. Purpose Our process of creating a work order has never been easier. The layout and structure has a smoother and a more refreshing look to it. This PowerPoint will show you the step-by-step process of creating a work order.
  3. 3. HUSKY INTELLIGENCE Defined by FLEXIBILITY POWERED by A.I. When on the Jobs list click ”Add New” in the top-left corner. This window will appear. It will display all of the forms you have created for work orders.
  4. 4. HUSKY INTELLIGENCE Creating New Work Orders Input the customer name. A drop-down box will appear allowing you to select a customer. After you have selected a customer, depending on your customer card, all of the other fields in the Customer Information section should auto-populate (refer to figure 1.A). 1.A - These fields should auto-populate
  5. 5. HUSKY INTELLIGENCE Creating New Work Orders This is the Job Layer. Depending on the form you selected, the Job Type box should be filled in with the job that was set to default when designing the form. If not, you can manually input the job. In the Assigned To box you will type the user (employee) you want to have the job assigned to. You can schedule start and projected completion times. The job status is important because what it is set to determines if it will appear in the Dispatching tab.
  6. 6. HUSKY INTELLIGENCE Creating New Work Orders The Materials/Services section of the Job Layer allows you to attach any materials or services that the job entails. By typing in the Name box, it searches from your Materials List (under settings) and upon selection it will auto-populate the boxes to the right.
  7. 7. HUSKY INTELLIGENCE Creating New Work Orders Much like the Customer Information layer, the Property Name box is a Search box that enables you to search Assets that would be tied to the customer. The fields auto-populate upon selection of asset. This will appear on the work order for the user (employee) who is looking at this on a mobile device.
  8. 8. INDUSTRIES WE SERVE LAWN CARE, LANDSCAPING AND SNOW AND ICE MANAGEMENT HVAC INSTALLATION, REPAIR AND MAINTENANCE COMPLEX EQUIPMENT INSTALLATION AND MAINTENANCE FACILITY MAINTENANCE ELECTRICAL CONTRACTORS AND REPAIR PLUMBING CONTRACTORS CLEANING AND MAID SERVICES
  9. 9. huskyintelligence.com @HuskyIntelligenceU S HuskyIntelligenceUSA @HuskyIntelliUSA http://www.linkedin.com/company/ huskyintelligenceusa

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