Live Webinar
From First Report To Closed Record. The Complete Work Order Walkthrough.
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Free recording sent to all registrants
Why it matters
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.
A practical walkthrough of Work Orders, from the first report to the closed record.
See how work can begin from an inspection issue, fault code, preventive maintenance item, or directly from the shop.
Walk through type, priority, due date, tasks, parts, photos, comments, and the issue that started the work order.
Review mechanic availability, shop capacity, and machine availability when choosing when the work should be completed.
See how mechanic time, parts, and vendor invoices are recorded on the work order and coded to the appropriate job and phase.
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.
Equipment managers, fleet managers, maintenance leaders, operations teams, and anyone who keeps work moving through the shop.
45 minutes · Live demo + Q&A · Recording sent to all registrants
Can’t attend live? Register now. We’ll send the recording.