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
Step 1: Customer Submits a Work Order
Desktop view
Desktop view
Desktop view
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 system under the Work Orders section.
Step 2: Managing Work Orders in Navigator
Work order list
Work order details
In the Navigator dashboard, you will have complete control over managing the work orders. Here’s how it works:
- View Work Orders:
All newly submitted work orders are listed in the Work Orders section. You can review each order’s details, including urgency, preferred timing, video, address and any additional notes provided by the customer.
- Assign Work Orders:
Use tags to categorize work orders based on urgency, location, or type of service. You can also assign team members to specific work orders for better organization.
- Update Work Order Status:
As you and your team work on the order, you can update its status to reflect the current progress. Available statuses include:
- New: The initial status of a submitted work order.
- In Process: When the work has begun.
- Completed: The work has been completed.
- Resolved: The issue has been addressed, but may require follow-up.
- Cancelled: The work order has been cancelled, either by you or the customer.
Completing and Closing Work Orders
Once a service is completed, you can update the work order status to Completed. The customer will see this update in their history, confirming that their request has been resolved. If the issue has been resolved but requires follow-up, you can use the Resolved status.
Step 3: 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.