Live Webinar

Mastering Work Orders

From First Report To Closed Record. The Complete Work Order Walkthrough.

Thursday, August 27, 2026

10:00 AM Los Angeles / 1:00 PM New York

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Free recording sent to all registrants

Why it matters

A work order can start in several places.

The record should bring the work together in one place.

In this 45-minute Clue Thursday, Josh McDonald and Nic Ruiz walk through Work Orders from creation to completion. You’ll see how to set up the record, schedule the work, track labor and parts, add vendor costs, review the completed work, and update a group of work orders.

Meet the people behind the session

Josh McDonald

Customer Success Manager, Clue

Nic Ruiz

Enterprise Account Executive, Clue

Follow one work order from creation to completion

A practical walkthrough of Work Orders, from the first report to the closed record.

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Start With How A Work Order Gets Created

See how work can begin from an inspection issue, fault code, preventive maintenance item, or directly from the shop.

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Set Up The Work Order

Walk through type, priority, due date, tasks, parts, photos, comments, and the issue that started the work order.

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Schedule The Work

Review mechanic availability, shop capacity, and machine availability when choosing when the work should be completed.

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Track Labor, Parts, And Costs

See how mechanic time, parts, and vendor invoices are recorded on the work order and coded to the appropriate job and phase.

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Complete And Manage Work Orders

Review meter readings, parts used, and the original issue before closing the work order. Then filter groups of work orders and update multiple records at once.

Built for the people managing equipment

Equipment managers, fleet managers, maintenance leaders, operations teams, and anyone who keeps work moving through the shop.

Equipment managers
Fleet managers
Maintenance managers
Operations leaders

The essentials

Thursday, August 27, 2026
10:00 AM Los Angeles · 1:00 PM New York
45 minutes
Foundations
Walkthrough + live Q&A
Sent to all registrants

Save your seat for the live session

45 minutes · Live demo + Q&A · Recording sent to all registrants

Can’t attend live? Register now. We’ll send the recording.