Work Orders

What is a Work Order?

A Work Order assists your team in monitoring a particular request that a Vendor is tasked with completing. Practical examples of a Work Order include tasks like an "empty and return" for a rolloff or an "extra pickup" for a front-load container.

Work Orders must be related to a specific Service level.

Work Orders can be confirmed and auto-updated by any of the following:

• Vendor Invoice Line Items
• Sensor readings from Pioneer Compactor Monitors
• User input

How do I?

• How do I find a Work Order?
• How do I update a Work Order?
• How do I open a Work Order?

Work Order Components

This section outlines the primary details and attributes regarding a Work Order.

Fields & Attributes

• Service Level (references a Client Service Level)
• Client Requests Completion By (date)
• Scheduled With Vendor For (date)
• Vendor Reference Number (text)
• Requested Action (Picklist)
  • Empty and Return
  • Remove from Site
  • Bulk Item Removal
  • Delivery
  • Extra Pickup
  • Installation
  • Relocate
• Quantity (decimal)
• On-Site Contact Name (text)
• On-Site Contact Phone (text)
• Incident Information (if work order is attached to an incident)

Work Order Statuses

• New: The Work Order has been created but not addressed by either a Discovery User, Vendor, or Client User.
• Requested: The Work Order has been created and a notification has been sent to either a Discovery User, Vendor, or Client User requesting service for a specific date.
• Scheduled Awaiting Completion: The Work Order has been scheduled with the Vendor, indicated by the `Scheduled With Vendor For` value being set.
• Awaiting Confirmation: The Work Order is past its `Scheduled With Vendor For` date and Discovery is awaiting confirmation that the work was completed.
• Confirmed Complete by Vendor: The Work Order was confirmed completed by the Vendor, including Vendor Invoice data.
• Confirmed Complete by Client: The Work Order was confirmed via communication with the Client.
• Billed: For Tenants with the Revenue Management, this status indicates of the Work Order was charged to your Client via a Client Invoice Line Item.
• Vendor unable to complete: A cancelled status indicating that the vendor was unable to do the work. This may result in a "Dry Run/Trip Charge" fee on the Vendor Invoice.
• Cancelled by Client: The Work Order was cancelled by the Client
• Cancelled by Vendor: The Work Order was cancelled by the Client.
• Cancelled (duplicate work order): The Work Order was cancelled because the same request was made under a separate work order.
• Automatically Closed Due to Inactivity:  After 60 days if a Work Order remains in status "New, Requested, Scheduled Awaiting Completion, or Awaiting Confirmation", the Work Order will automatically be closed.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.