Creating a work order

Work orders are the heart of Maintenance Ops. Every task, repair, and request lives as a work order, tracked from the moment it’s created to the moment it’s closed. This guide walks through creating one.

Starting a new work order

From the Work orders page, select New work order. A form opens where you fill in the details.

The details that matter

A work order is only as useful as the information on it. Here’s what each field does:

• Title — a short, clear summary of the task. This is what everyone sees first in lists, so make it specific: “Replace HVAC filter in Room 204” beats “HVAC.”
• Description — the full explanation. Include what’s wrong, where, and anything the person doing the work needs to know.
• Priority — high, medium, or low. This helps everyone triage what to tackle first.
• Category — the type of work. Categories are set up by your administrator and shape how work is organized and reported.
• Location — where the work happens. Choosing a location ties the work order to a specific building or room.
• Due date — when the work should be finished. This drives overdue tracking, so set it thoughtfully.

Assigning the work

You can assign the work order to a technician as you create it, or leave it unassigned and assign it later. See Assigning and transferring work for how assignment works.

After you create it

Once saved, the work order gets a unique number and enters the system with a starting status. From there it moves through its lifecycle as work progresses — see Work order statuses explained for what each status means.

Every action taken on the work order from this point is stamped and attributed, building a complete record you can rely on later.