PM Work Order Scheduling and Status Controls

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3 min read

What is this?

Clue gives you control over when PM work orders are created, when alerts go out, and how to manage them once they exist. You can schedule exact start and end dates on a work order, change its status at any point, or cancel it entirely.

Who is this for?

Equipment Managers – Control when PM work orders are auto-created and who gets notified.
Shop Foremen – Schedule exact service dates. Defer or cancel work orders when priorities shift.

How to use it

Step 1: Control when WOs are created and alerts sent

In each PM service, set the Upcoming When and Create Work Order thresholds. These control when the PM flips to "upcoming" status and when the system auto-generates the work order.

Edit Service dialog showing Upcoming When and Create Work Order threshold fields

For example, setting both to 15 days before means the WO is created and the status changes to upcoming 15 days ahead of the due date.

Step 2: Schedule exact dates on a work order

Open any PM work order. In the Work Schedule section, set the Start On and End On dates. Use the Mechanic Estimate field to plan labor hours.

Work Order Details showing Work Schedule with Start On, End On dates and Mechanic Estimate

This lets you defer a PM to a specific date rather than just snoozing it. The work order stays on the board with the scheduled dates visible to everyone.

Step 3: Change status or cancel

Use the status picker to move a work order through its lifecycle. Foremen can move work orders backward (e.g., from In Progress to Scheduled) or forward to Completed. Cancel a work order entirely if it is no longer needed.

Select Status dialog showing all WO statuses from Crew Summary to Cancelled

Available statuses: Crew Summary, Scheduled, Awaiting Parts, In Progress, Repair Summary, Finished, Completed, Mechanic Review, Cancelled.

The full details

Works on: Web app and mobile app
Upcoming When: Days/hours/miles before the PM is due. Controls when the status badge turns yellow.
Create Work Order: Days/hours/miles before due date. Controls when the auto-WO is generated.
Work Schedule: Start On, End On, Mechanic Estimate fields on every WO
Status flow: Crew Summary → Scheduled → Awaiting Parts → In Progress → Repair Summary → Finished → Completed
Cancel: Available at any stage. Cancelled WOs are preserved in history.
Permissions control who can change status. See Managing Job Titles for role configuration.

Tips

Use Work Schedule dates instead of snoozing. Scheduling to a specific date keeps the WO visible and trackable.
Set Create Work Order slightly before Upcoming When. The WO is ready when the foreman first sees the upcoming alert.
Use Awaiting Parts status to park a WO while you wait for parts delivery.