Creating Work Orders

Who Does This

Company Admins can create work orders. Technicians cannot create work orders.

Where to Go

Work Orders → New Work Order, or click the + button in the top navigation → New Work Order.

Required Fields

• Vessel — the vessel the work is being performed on.
• Title — a short, descriptive name for the work order.
• Billing type — Fixed Price or Charge-up (T&M).

Optional Fields

• Description — detailed scope of work.
• Assigned technician — who is doing the work (can be assigned or changed later).
• Start date and expected completion date.
• Quoted amount (required if billing type is Fixed Price).
• Is billable — uncheck for internal/business work (e.g. yard maintenance, training).

After Creation

The work order is created with status Draft. It will not be visible to Technicians until you change the status to Open.