Work Orders
Creating a Work Order
You can create a work order by clicking the + Work Order button when viewing a case. A case must have a contractor assigned to it in order to create a work order.
- 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.
Adding Work Order Terms
Work Order Terms can be setup in Site Settings. Work Order terms are automatically added to Work Orders.
Custom Work Order Templates
You can setup a custom Work Order template by providing a .docx template with the following variables:
Site Information
{{siteLabel}}{{siteEntity}}
Building Manager Details
{{buildingManagerContact}}{{buildingManagerEmail}}{{buildingManagerPhone}}
Company Information
{{companyLabel}}{{companyContact}}{{companyAddress}}{{companyPhone}}{{companyEmail}}{{abn}}{{acn}}
Work Order Details
{{code}}{{date}}{{commencement}}{{completion}}{{terms}}{{conditions}}{{work}}{{sum}}{{margin}}{{limit}}{{rates}}