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Onsite Onsite

Work Orders

Creating a Work Order

You can create a work order by clicking the + Work Order button when viewing a case.

  • Select a contractor
  • Select a template
  • Fill in the work instruction, and any additional information
  • Create the work order
  • Review the work order
  • Submit the work order

Work Order Templates

Onsite supports three work order templates:

  • Basic: A straightforward type for work orders without job cost details.
  • Fixed Sum: Utilized for work orders with a predetermined total cost.
  • Rate Based: Appropriate for work orders where costs are calculated based on rates.

Sign In Pin

Customers utilising our Contractor QR code Sign in can include a unique Sign In PIN for their contractors. When enabled, this PIN is automatically included in the Work Order.

Adding Work Order Terms

Standard Work Order terms can be setup in Site Settings. Work Order terms are automatically added to Work Orders. You can also customise the default email body that is included with the work order.

An organisation’s logo can be displayed on work orders by contacting our support team.

Custom Work Order Templates

Some customers utilise custom work order templates. Contact our sales team to discuss customisation options.