Work Order Management

  1. Dashboard Grids

    It would be great to be able to establish more settings in the Dashboard grids. Like for instance sorting preferences. That way a user doesn't have to continually reset things each time they go back to their Dashboard (ex. by priority, by date, by WO# highest to lowest).

    10 votes
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  2. Ability to Convert WO to PM

    Create a way to convert existing work orders into maintenance instead, rather than having to start over.

    53 votes
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  3. Reminders when setting up an event

    As an admin, it would be helpful to receive an email alert when scheduling a reminder - as opposed to relying on the Reminder side bar to keep track of.

    11 votes
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  4. Add "Save and New" Button

    Some of our team members will enter several work orders at one time. As such, it would be awesome to have the option to save AND start a new Work Order, rather than having to hit the "Add Work Order" button again.

    16 votes
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  5. Scheduled Maintenance Inventory

    It would be great that Scheduled Maintenance Items could automatically select inventory needed for the job. Example air handlers need quarterly filter changes and need multiple filter sizes for the job. When the Scheduled Maintenance item generates the work order it could have the inventory already assigned.

    16 votes
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  6. Double-clicking should open an item

    Double-clicking on an item, such as in Settings, Basic, Spaces, should open the item. In the case of Spaces, double-clicking would open the item in the edit screen.

    1 vote
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  7. 5 votes
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  8. Add an "end date" field to the Report Builder

    Add an "end date" field to the Report Builder - There is a "start date" but no end date.

    1 vote
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  9. Sort Work Orders automatically by Department

    We have a few departments for work orders to go to. We don't want the sub-admins for those departments to have to look at all the work orders in order to see which ones are theirs before they assign them. Since the requestor has to choose the department and service category, it would be nice if it would automatically be sent to that department and the department sub-admin would see only the work orders for that department and could then assign it to the proper user to complete the work.

    77 votes
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  10. Mobile app - equipment

    So, I have some questions regarding equipment. How do app users (admins/techs) interact with equipment in WOs? I've attached pieces of equipment to some work orders but they don't do anything in the mobile app or web app. I can't click on it and have info at my finger tips (ex. filter types/sizes, circuit info, VFD info, user-defined). It would be awesome if that info were available by clicking on the piece of equipment. Kind of like how selecting the comments icon takes me to the comments page.

    22 votes
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    waiting on votes  ·  2 comments  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
  11. Hyperlinks

    It would be nice to be able to add a URL in say a comment field, task field or user-defined field and have the ability to jump to the link in a web browser or have the ability to copy/paste from the text in the app and paste into phone browser. Right now it's impossible to copy/paste in the app. Example: Google Forms link

    11 votes
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  12. Combine Resources with Equipment for Bundled Clients

    As a client that uses all three modules, it would be nice if we can load all equipment, whether it's an HVAC unit or a chair to equipment and be able to check-mark whether that piece of equipment is a resource. This way we are not having to duplicate entries. Right now if I want to have chairs available as a resource for the Event Scheduler Module I can input/import them, but if I want that item to be able to be used on the Task Management or Life Cycle Module, I need to input/import that item a second time.

    21 votes
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  13. Need to be able to save filters and sorting on All Work Orders screen

    I like to look at all non-closed work orders, sorted by required date but have to always re-specify these each time. Allow these to be saved so they can be easily re-used.

    5 votes
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  14. Allow admin to set the list of required fields for a work order, especially required date

    When we create certain work orders, especially lower priority, we are not ready to set a required date and especially when we have outside groups post a work order, they would have no concept of when the fix is needed.

    8 votes
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  15. Add a note while closing or denying a work order

    Working on school environment I have been receiving the same work order from different teachers. I have accepted the order but when I see the repeating one, I would like to notify that the order has been received or approved earlier.
    when an order is close and the requestor is receiving the email that the order have been completed, it would be good to add a note to informed the requestor of any issues

    28 votes
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  16. Ability to preform a quick inventory.

    I know that this doesn't have much to do with the WOMS, but since we have an inventory, I was wondering if there will be any more progress toward the ends of an easily accessible, week by week, inventory/stock list. I currently use a paper and clipboard method and there aren't many online options to use. Possibly a good use for the new app? Thanks.

    8 votes
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  17. Print batch WO's

    I have a few staff that do not use a smart device and have to use a computer to manage their WO's. I'd love to be able to print WO's in a batch instead of individually.

    6 votes
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  18. equipment hour tracking

    I used an older program that would automatically create a WO based on an hour meter input that was manually programmed in by the Fleet Mechanic. I would really like to be able to automatically follow a service schedule for each piece of equipment based on it's hours.

    16 votes
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  19. Work Order Comments

    Would it be possible to add the comments made on a work order to show on the email that is sent once it is completed?

    28 votes
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  20. Notify multiple users of work order completion

    I haven't found any way to send notice of completion of a work order to anyone other than the requester. For example, I set up all the work orders, but my boss would like to receive notice of completion of each WO as they are completed.

    10 votes
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Work Order Management

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