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?
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)
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.