TABLE OF CONTENTS

• What is Work Order Type?
• Work Order Type Card
  • General Tab
  • Checklists Tab
  • Cost Rates Tab

What is Work Order Type?

Work Order Type (WO Type): a specific work type inside a Build Plan. WO Type contains a set of Work Order parameters:

• when a Work Order (WO) should be generated
• whether to attach deliverable Checklists
• whether to use GEO data to automatically assign all working time spent on a scheduled Site to a related WO
• to define a Financial Account
• to specify default Cost Type and Cost Rates
• and so on.

Work Order Type Card

General Tab

1. Name — Work Order Type Name.

2. Abbreviation — a short name of WO Type.

Work Orders of the same abbreviation are available for time allocation if at least one of them has been scheduled.

3. Our Company — is filled automatically.

4. Static Wage Type — a minimum wage type for hours allocated to a Work Order of the current WO type.

5. Financial Account — to specify a Financial Account. All Employee working hours assigned to Work Order of this type are charged to the Financial Account. Read more about Financial Account priority in Time Keeping.

6. Category — additional characteristic of Work Order. Each Work Order Category can be marked by color to show it in the Dispatch Calendar.

7. Service Item — to determine what to sync as QuickBooks Service Item during Time Keeping data synchronization.

Read more about QuickBooks synchronization

8. Default Cost Type — specified Cost Type is populated to payroll allocation table. It’s applied to Time Card hours allocated to Work Orders of a certain WO Type. Learn more about Cost Type priority in Time Keeping.

9. PriceList Item — is used in Sales Order. To add Price List Item as Sales Order Item in Sale Order.

10. Cost Rates Specified — designates that Cost Rates are specified for the WO Type (there are some rates more or equal to 0 in Cost Rates Library for the current WO Type).

11. Description — general information about a particular WO Type.

Photo/Video Checklist is required to dispatch crew — to check for active checklist in Work Order on Dispatch creation. Otherwise, a User receives a warning message ‘There is no checklist associated with WO.’

Work Type (previous, Use GEO Fence to automatically define WO) — activates a similar checkbox in a Scheduled Dispatch. The Work Type in the Dispatch factors into how to assign Employee's working hours to Work Orders during Time Keeping processing.

Allow Dispatch = YES — allows scheduling dispatches. It means that a Work Order of this type is available in the Work Order selection window when you create a Dispatch in the Dispatch Calendar.

Allow Dispatch = NO  — indicates Work Orders as Shadow WOs to show them in a list of WOs available for allocation in the mobile app for the Employee with ‘Non-Dispatch’ Role. 

Allow Overnight — activates a similar checkbox in a Scheduled Dispatch. This setting allows Employees to be clocked in the mobile app after midnight.

Prevailing Wage by default — activates a similar checkbox in a Work Order after its creation to record future hours that will be allocated to the Work Order as prevailing. PW is populated from WO to scheduled Dispatch.

Allow for Manual Allocation — indicates that all Work Orders of this type are available in the mobile app:

• to allocate hours that are not assigned to a WO,
• to select these WOs in a TAR/ Misc request.

The list of Work Orders available for manual allocation therefore includes:

1. All Work Orders allowed for manual allocation and scheduled for the selected day + WOs with the same WO type abbreviation as scheduled.
2. For an Employee with the Non-Dispatch Role, all Shadow Work Orders allowed for manual allocation, if the Employee is set in a Build Plan:

• as a Build Plan Owner
• as a Project Role Member
• as an allowed time allocation Employee

On Site Only - affects on the Cost Type priority in the Time Card Payroll Allocation table. This indicates that On Site Time Entries will be updated to the cost type set in the Work Order type.

This setting only works in conjunction with another specified setting "Default Cost Type".

The system searches for Time Entries (TEs themselves or time periods in the TC Adjustment) of "On Site" cost type that are allocated to a WO of the current WO type ? then applies the cost type from the WO type to all appropriate rows in the Payroll Allocation table.

WO generation settings

Project and Scenario Table — specify Projects, Project Scenarios for which Work Orders of a particular WO Type must be created.

Actions with Work Order Type

Create Price List Item — to specify the amount you would charge a client for an hour of  work performed according to the Work Order Type and Project. Created Price List Item is related to an appropriate Wage Type and Cost Rate in Work Order Cost Rates Table.

Add Work Orders to existing BPs — to add required WOs of a certain WO Type to existing BPs of a selected Scenario.

Update Checklists in existing WOs — to update checklists in Work Orders according to WO Type, considering breakdown of checklists by Scenario, Region, Customer.

Checklists Tab

Here you can specify a checklist to apply it to Scheduled Dispatches and show the checklist in a mobile app.

Cost Rates Tab

Read more about Cost Rates Priority in Time Keeping.