A Work Order is used to record vehicle service requests, assign technicians, track repair progress, and manage workshop operations from start to finish. This guide explains how to create a new work order in Flovix – Workshop.
Step by Step to Create a Work Order
- 1. Log in to Flovix – Workshop.
- 2. Navigate to Workshop from the left menu.
- 3. Open the Work Orders module.
- 4. Click + Add Work Order.
- 5. Select an existing Customer or create a new customer if required.
- 6. Select the Vehicle associated with the customer.
- 7. Enter the required work order information, including:
- Work Order Date
- Service Type
- Priority
- Odometer Reading
- Expected Delivery Date (if applicable)
- Assigned Technician
- 8. Add the customer's complaint or service request.
- 9. Include any required products, spare parts, or services.
- 10. Review all entered information.
- 11. Click Save to create the work order.
Work Order Details
After saving, the work order contains all essential service information, including:
- Work Order Number
- Customer Details
- Vehicle Information
- Assigned Technician
- Service Request
- Products and Services
- Current Status
- Date and Time
Update a Work Order
To modify an existing work order:
- Open the Work Orders list.
- Select the required work order.
- Update the necessary information.
- Save your changes.
Manage Work Order Status
As the repair progresses, you can update the work order status to reflect its current stage, such as:
- Draft
- Open
- In Progress
- Completed
- Closed
- Keeping the status updated helps track repair progress and improves communication with customers.
Search Work Orders
Use the search and filter options to quickly find work orders by:
- Work Order Number
- Customer Name
- Vehicle
- Status
- Date Range