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Adhoc Work Orders
Adhoc Work Orders allows tasks to be done as they are requested outside of any formal contractual agreement.
The following functions are available:
Action | Persona | Description | State |
Create | Controller/CSM | Create/Raise a Work Order | Open |
Request Quote | Controller/CSM | Request a quote from a Service Provider or CSM | Quote Requested |
Add Quote | Service Provider/CSM | Service Provider or CSM to login and provide a quote | SP Quoted |
Accept / Reject | Controller/CSM | Accept or Reject quotes from Service Providers | Admin Approved |
Send to Client | Controller/CSM | Send the quote to the Client for approval | Client Approved |
Create Service Order | Controller/CSM | Assign a Work Order to a Service Provider/CSM | Assigned |
Close | Controller/CSM | Close the Work Order | Closed |
Internal Notes | Notes which are visible to Corporate Staff only | ||
Customer Notes | Notes which are visible to the customer on the Client Portal |
Go to Operations -> Adhoc Work Orders
- Click on “Create”
- Fill in the Work Order details
Select Client, Site, Date required and description of the work order.
The Clients Job Number is optional and is the customer’s job number or reference number.
Choose if the work order is for a quotation or a service and the priority.
The SLA determines the response time for the Service Provider or CSM to respond.
- The Work Order will appear on the list
An email will be sent to the person who created the Work Order and the CSM - Click on the view icon to manage the Work Order
- Client on Request Quote and choose a Service Provider to conduct the quote or a CSM to quote on behalf of field staff. Click on the Send button to send the quote.
- This process can be repeated to send quotes to multiple providers
The list of Quote requests will appear here –
- This process can be repeated to send quotes to multiple providers
- Click on Accept or Reject on the Service Provider submissions
- Click on “Mark Up” to add a mark up price.
The default mark up is 30% which can be changed.Add an additional cost or send the quote to the Client for approval
Once the Customer approves the status will change to “Client Approved”. - Create a Service Order to the selected Service Provider
- Close the Work Order when complete