Tracking elements such as your billable hours and used materials isn’t always that easy when you’re working on the road. More often than not important things are forgotten or hours worked are only rough estimates. Enter the work order: a document that keeps everything neatly in one place. But paper is impermanent and can easily get lost. The solution? A digital work order. The perfect solution? A digital work order combined with Teamleader.
Working digitally has the big advantage that there are no more papers that can get lost, plus all of your information is being centralized: everything you fill in will be sent to Teamleader automatically when you’re connected to the internet.
Access to work orders is managed in the user settings of an admin account in Teamleader. If you want a user to be able to create work orders, go to Settings > HR and grant access by switching on the work orders slider.
Different ways of creating a work order
There are some different ways to create a work order in Teamleader, but there’s one thing you need to know: you can’t finish a work order from the web version of Teamleader. Finalizing a work order is only possible from within the mobile app for Android or iOs.
What you can do via the web version, is preparing the work order for later use.
- Create a work order from scratch via the app
- Prepare your work order from a meeting in Teamleader
- From scratch
- Based on the content of a deal
1. Creating a work order from scratch
Creating a work order using the Teamleader app is child’s play. Our app will present you with the necessary steps and will let you sign off with the customer’s signature.
Step 1: define a customer
Thanks to the link between the mobile app and the Teamleader database you can easily look up existing customers and complement their data in the work order. The address will be automatically filled in, or, if you want, you can enter a construction site address. You can also add a project.
Step 2: add items or custom fields
Tap on the 'Add items' button to add different options to your work order.
If you have custom fields on work order level, you can also find them listed here, ready for you to fill out.
Tap on 'Work hours' to enter your start and end time to define how long you’ve been working. Taking a lunch break? No problem, just add a couple of hours after you started working again. Do you have anything to report concerning those hours, add a description if you want.
Working solo can be tedious. That’s why, if you’re hitting the road with co-workers, you can add them to the same work order. All combined hours will be added to the total amount of the invoice.
Step 3: save consumed products
Similar to adding work hours you can add products that are already available in the Teamleader database to your work order. Add as many products as you like together with the amount you used! It's also possible to add new products here via the Create new product button.
Step 4: add a description, distance and pictures
You can also add some additional items to the work order, such as a description, distance and photos to complete the picture. This way, you and your co-workers will know if there is anything special that’s best not to be forgotten.
Step 5: finalise the work order
Completely finished? Tap on 'finalise' to collect all the data in a PDF file and let the customer sign on the spot. Save the work order and send it directly to the office! When creating a work order, it's also possible to save it as a draft and to edit and finish it later. The work order then gets a label 'draft' assigned to it.
2. Prepare a work order from a meeting
This happens a lot in companies that have a field service and an office staff. For example, the office staff can arrange a meeting for the technicians of the field service.
As the office staff, you can create a meeting in Teamleader so your technician knows where to go.
On the web version you can prepare your work order by clicking on Add work order in the top right-hand corner. You’ll get two options: either you partially fill out the work order based on an existing quotation, or you can choose to manually add some data. You can add a description of the tasks to be performed or the required materials. That way, your technician will know what to expect!
You'll be able to edit this draft work order later as well by returning to the meeting and clicking on Edit work order. You'll also find this draft version of the work order (not in pdf though) in your work order overview (cf. 'Work order overview' later on in this article).
Via the mobile app, you navigate to your meeting and then click the Add work order button. Now you can start adding items and/or finalizing the work order.
Work order overview
Both on the web version and on the mobile app you'll find an overview of your past and present work orders.
In the web version of Teamleader, you can see an overview of your work orders by navigating to Work orders in the menu on the left.
You can for example see which employees worked on which work order and for which client, what the date of the work order is, what the status (draft, final, sent) is and if there's a project linked to it. It's possible to sort the overview according a certain column (ascending or descending) by clicking on the title of that column. You can also choose which columns you'd like to visualize in the overview by clicking on the cogwheel in the bottom right-hand corner.
Moreover, you can use the search bar in the top left-hand corner if you are looking for a certain work order.
Clicking on a work order opens the detail page of that work order.
- The status of the work order in the header, next to the title: draft, final or sent
- The location of the work order and the distance that was added
- When the work order was created
- The linked meeting and/or the linked project
- Which custom fields were filled out
- The description of the work order if you added one
- How many work hours were registered by which colleagues and the total time registered
- An overview of the products added to the work order
- You can find the ID and name of the products
- You can find the individual price of the products and the total price of all products
- The photos you added to the work order
- For work orders that are finalized, you can access the pdf file of the work order by clicking on View pdf in the top right-hand corner of the work order overview
- Note that you can also find the finalized work order in the 'Files' on the company/contact page of the linked customer
When you navigate to Work orders on the mobile app, you can find an overview of your upcoming and past work orders. If you click on the filter symbol in the top right-hand corner, you can sort your work orders on the statuses draft, final and sent. The search bar allows you to search within your work orders.
Converting a work order into an invoice
If you now want to invoice your work order, follow these steps:
- In the web version of Teamleader, navigate to the customer linked to your work order
- You'll find the work order you created in the 'Files' of that customer
- Navigate to 'Unbilled time spent'. You’ll find a couple of actions you can undertake there:
- Create an invoice
- Don't invoice the hours
- Make some alterations
- Export to Excel
If you’re choosing to create an invoice, the content of the invoice will appear on a new screen. Make some edits if you like and save the invoice. That’s all you have to do to convert a work order to a full invoice!
Invoice a work order out of a project
It’s also possible to invoice a work order out of a project. Read more about that in this article.