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Creating a Work Order in the Mobile App

Instructions for creating a Work Order from scratch in the mobile app

*Work Orders are part of the Maintain subscription. If you'd like to upgrade your account, please refer to this article.

Steps to Create a Work Order from Scratch in the Mobile App:

1. Select the hamburger menu (the three small bars in the upper left-hand corner of your screen) and click on 'Work Orders'

2. On the Work Order screen click on the '+ Create' in the top right corner

3. This will open the Create work order screen where you can select the 'Asset' for the work order.

4. On the next screen you can select:

  • Asset name

  • Add or select items

  • Assign work order

    • Add a due date

    • Add an existing assignee or create a new assignee

Then click on the 'Next' button at the bottom of the screen. This will create a Work Order and return you to the list of all Work Orders.

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