Work order overview

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A work order is a document used to record a customer's request for work or service, track its status and record the related data. You can use a work order to specify the following:

• Details about each work item or service.
• Materials required for work order completion (at company's and customer's expense).
• Materials provided by a customer.
• Payment terms.
• Time spent by employees on work order completion. This option is available if the Payroll module is enabled (the Enable Payroll subsystem checkbox is selected in Settings > Payroll).

Work orders workflows can vary depending on business needs. To learn more, see Work order workflow.

1C:Drive stores all work orders in the Work orders list. To open it:

1. Go to Service.
2. Under Services, click Work orders.

In the Work orders list, you can:

• View work orders
• Create work orders
• Reserve materials for work orders
• View work order records
• Edit work orders
• Monitoring and change work order statuses
• Post work orders
• Close work orders
• View work order analysis report

As a customer makes a request for a work item or service, create a work order. Then you can view the order in the Work orders list, manage it, and track its status.

Work orders help you track:

• Work to do
• Services to provide
• Materials to use
• Goods to invoice
• Human resources to allocate

For the detailed description of the work order fields, see Work order fields.

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