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Work Orders

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Add project location for work orders and subcontracts

being able to have project locations for home builders or other industry for example bathroom, kitchen, mudroom, etc. to be added to work orders and subcontracts and trhoughout the workflow for visibility in the project
Ariel Johannes 8 days ago in Locations / Procurement / Work Orders 0 Future consideration

work order items change resource type to LMESO option

When inputting work order items, they automatically show as M - Materials for resource type even though they could be Labor, Materials, Equipment, Sub, Other to have the ability to change to one of those options and to reflect when viewing the wor...
Guest about 1 month ago in Work Orders 3 Future consideration

Transaction Approval Workflow - Add rule option for Work Orders

No description provided
Norman Wendl 3 months ago in Contracts and Procurement Workflow / Work Orders 0 Future consideration

Work Order - Track Previously Imported Committed or Cost To Date Transactions

When committed or cost to date transactions are imported into a Work Order, the system does not check if the transaction already exists. As a result, expenses are doubled up.
Norman Wendl 3 months ago in Work Orders 0 Future consideration

Mobile App - Add Work Order Option

The mobile app needs to be able to initiate/open the work order. This is a must have request for many prospects.
Sue Parker 12 months ago in Mobile - Android / Mobile - Apple / User Security Roles / Work Orders 0 Planned

Use Locations for Work Orders and Cost

Currently Locations are only available for use on the client side. It would be beneficial to be able to have the Locations field populate on the cost side such as work orders, subcontracts, reports, etc. The time it would save to pop in a location...
Dawn Parents 5 months ago in Prime Contracts / Purchase Orders / Subcontracts / Work Orders 0 Future consideration

Ability to Add Work Order from Change Order

Currently you can create Subcontracts and PO's by various means. Would be helpful to be able to create a Work Order from a Change Order. Many Work Orders are generated as a result of a Change Order being created either manually or via estimate. If...
Dawn Parents 8 months ago in CO / CPR / Work Orders 0 Future consideration

Work Order - Add Unique Address similar to Prime Contracts

This would be especially useful for service work.
Norman Wendl 3 months ago in Work Orders 0 Future consideration

Work Order - New Status Options

New Options in red. Revised WO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Activity Complete Note: Approved and Closed is not needed because there is a separate checkbox for the latter.
Norman Wendl 3 months ago in Work Orders 0 Future consideration

Automatic closing of Work Orders

It would be helpful that when an invoice is entered from a Work Order if it automatically closed and locked the work order. Or at least have this as an option in set-up.
Gaylene Underwood 6 months ago in Prime Invoices / Work Orders 1 Future consideration