Work Order Management

Overview

This feature allows your customers to directly submit service requests (work orders) for services like plumbing, electrical repairs, carpentry and more. Through this streamlined feature, you can easily manage these requests, track their progress, prioritize by urgency, and assign them to your team for prompt service.

Work order entity details

No	Column Name	Value	Description
1	Video	Customer uploads a video file	Allows the customer to provide a visual explanation of the issue.
2	Urgency Level*	Low, Medium, High	Customer can select the urgency level for the work order based on priority.
3	Preferred Timing*	Date and Time Selection	Customers can specify their preferred date and time for the service.
4	Notes*	Additional instructions or comments	Customers can add any extra details or special instructions related to the work order.
5	Address*	Customer's address	Customers can provide the address where the service is required.

Benefits for Your Business

• Customer Convenience: Customers can provide detailed work orders, including video submissions, preferred timing, and urgency, ensuring you have all the information you need to provide the best service.
• Prioritization and Efficiency: Urgency levels and notes help you efficiently allocate resources, ensuring urgent tasks are handled quickly and effectively.
• Clear Communication: Video submissions provide a visual understanding of the issue, leading to faster problem diagnosis and service.
• Streamlined Workflow: Manage all submitted work orders from a central dashboard, edit details as needed, and assign them to your team for seamless execution.

How it Works

Customer Submits a Work Order

Customers can submit a work order through your storefront by filling out a simple form. Once submitted, the work order will appear in your Navigator under the Work Orders section.

How admin Manage Work Orders in Navigator

In the Navigator dashboard, admin will have complete control over managing the work orders. Here’s how it works:

• Create Tags

Admins need to create tags before they can assign them to work orders or users. These tags help categorize and filter work orders or users based on relevant criteria such as service type.

Note: For detailed instructions on creating tags, Click here.

• Create Users (Contractors) After setting up the necessary tags, admins create users, who will serve as the contractors responsible for handling work orders. he can assign tags to users, which helps in categorizing and filtering work orders based on contractor.

Note: For detailed instructions on creating users, Click here.

• View Work Orders:

Work order list

Work order details

All newly submitted work orders are listed in the Work Orders section. Admin can review each order’s details, including urgency, preferred timing, video, address and any additional notes provided by the customer.

Tag Work Orders:

The admin assigns relevant tags to the work order, such as service type (e.g., Plumbing, Electrical), and any other custom tags that may help categorize the work order.

Note: Currently, our system is designed to allow the assignment of only one tag per work order. If you need to include locations, you can create tags such as plumber-payyannur, electrician-kannur etc

• Update Work Order Status to Evaluation:

Admin update status to Evaluation. Available statuses include:

• New: The initial status of a submitted work order.
• Evaluation: Relevant contractors evaluate work order.
• Assigned: Work order is assigned to a contractor.
• In Process: When the work has begun by contractor.
• Completed: The work has been completed by contractor.
• Cancelled: The work order has been cancelled by admin.
• Customer Cancelled: The work order has been cancelled by customer.
• Resolved: The issue has been resolved by admin.

Send Notification to Contractors: When admin change status to Evaluation, the system sends notifications to contractors who have relevant tags. These notifications provide details about the work order and instructions to review and express interest.

Contractor View

When a contractor opens the work order page, they will see two tabs at the top:

• NEW
• ASSIGNED

NEW Tab(Default Tab)

• The NEW tab is selected by default when the contractor first opens the page.
• In the NEW tab, the contractor will see work orders that are in the "Evaluation" status and have relevant tags.

ASSIGNED Tab

• What the contractor sees: This section shows work orders that have been assigned to the contractor by the admin.

• Contractor's Actions: Track Progress: Contractors can update the status of work orders (e.g., marking them as in progress or completed).

Contractor Reviews Work Order:

Contractors review the work order details in the NEW tab, such as the scope of work, customer information, location, and urgency. They decide whether they are interested in taking on the job.

Contractor Expresses Interest:

If a contractor is not interested, they do not submit a bid, and no further updates are sent. If a contractor is interested, they can submit a bid. Contractors submit their bids, which include the estimated cost for the service and their availability. The business admin receives these bids for review and comparison.

Admin assign work order to contractor

Admin Reviews Contractor Bids

The admin reviews all the bids submitted by contractors, evaluating the cost, contractor reputation, and availability to ensure the best fit for the work order.

Assign Work Order to Contractor The admin selects the most suitable contractor based on the submitted bids. The work order is assigned to the chosen contractor, and both the contractor and customer are notified of the assignment.

Send notification to assigned contractor Notification is sent to assigned contractor. he can view his assigned work orders in the ASSIGNED tab.

Contractor Completes the Work The contractor performs the service as per the details in the work order. Once the work is completed, the contractor updates the work order status to "Completed."

Close the Work Order After the work is marked as completed, the business admin reviews the work to ensure it meets the required standards. The work order is then closed, marking the job as complete. Optionally, the customer may be notified to review the work and provide feedback before final closure.

Keeping Customers Informed

As you update the status of a work order, customers can track the progress through their Work Order History in the storefront. This helps maintain transparency and keeps the customer engaged with the process. Customers can also view comments submitted by the contractor, reply to them, and see the price and availability proposed by the contractor.