Orders
Everything about orders to get you started
By Rubin and 1 other2 authors17 articles
Orders awaiting releaseYou can use the Release Requests report to see all orders that are awaiting release, helping you track outstanding approvals before jobs are issued to contractors.
View order notesView and add notes on an order from Site View or the Admin area, depending on your access level.
Order description character limitYou can manage order information effectively by keeping descriptions within the 900-character limit and using attachments for any additional details.
No options available when selecting equipment on a calloutYou can resolve issues where no equipment options appear on a callout by checking whether the equipment type is asset managed and ensuring the required assets are set up.
Undo an On-Site status on an orderYou can undo an On-Site order status if a visit was logged by mistake, so you can record the correct arrival or visit.
Change the budget for an orderYou can change the budget (accounting type) assigned to an order when it has been raised under the wrong category.
Undo a PMV approvalYou can update the status of an approved PMV order to correct a mistake made during the approval process.
Undo the last visit in a PMV orderYou can undo the last visit on a PMV order, with different outcomes depending on whether the order is in Approved or Incomplete status.
Change response times after a callout has been raisedYou can change the response time on a callout before it is released to the contractor.
Add notes and photos to completed ordersOnce an order has been completed you can still add relevant notes
Check linked ordersView linked orders, such as quotes or remedials that originate from an initial callout.
Recall order processYou can differentiate recall orders by the R at the end of the order number. These follow-up orders are free of charge and sent straight to the contractor to complete…
Process a parts-only orderYou can mark parts-only orders as received to confirm delivery and keep order records accurate.
Unable to place a recall after a completed orderSet the recall window in Contractor Settings to allow re-attendance on completed orders within a defined timeframe.
Chase contractors overdue ordersYou can send a chase message to contractors directly from the job details when a visit is overdue.
Reduce cost or credit an orderYou can reduce the cost of an order before it is paid or raise a credit if the order has already been paid.
Troubleshoot a locked orderExplains why an order becomes locked and what to do when another user is editing it at the same time.