- Comprehensive Work Order Control
Work Order Management for Streamlined Operations
WorkCase makes it easy to streamline your workflow, minimize mistakes, and manage all project orders seamlessly with its innovative management tools.
Custom Work Orders
Create detailed work orders that outline every task aspect, from instructions to resources needed.
Real-Time Updates
Stay informed with instant updates and status changes on all active work orders.
Centralized Work Order Creation and Management
WorkCase centralizes job details for easy task creation, assignment, and tracking. Users can craft comprehensive work orders that include job requirements, timelines, and resources. Attach notes and files to each order for improved clarity and accountability, ensuring thorough task oversight and seamless project integration.
- Simplify task creation and assignment.
- Integrate work orders into broader project workflows.
- Monitor changes and progress in real-time.
Boost Efficiency and Reduce Errors
Automate redundant tasks to reduce manual errors with streamlined work order processes. WorkCase minimizes administrative work by generating alerts and notifications, keeping teams informed about new assignments, changes, and deadlines. This boosts productivity and accuracy throughout the project lifecycle.
- Reduce manual data entry errors.
- Automate notifications for timely updates.
- Increase on-time project completion rates.
Performance Reports
Generate comprehensive reports to assess team productivity and job completion rates, identifying areas for improvement and implementing data-backed changes.
Progress Tracking Tools
Track work order progress in real-time and address potential issues early, keeping projects on schedule.
Custom Insights
Access tailored insights to evaluate timelines, resource use, and productivity, facilitating informed decisions for optimized workflows.
Full Visibility and Reporting for Work Orders
WorkCase offers robust visibility into work order management with detailed progress tracking and reporting tools. Monitor task completion rates, spot delays, and gather insights for future workflow improvements. Use data-driven reports to refine processes and enhance project performance, ensuring milestones are reached efficiently.
Streamlined Communication Within Work Orders
Enhance coordination with built-in communication tools in work orders.
Integrated Messaging
Communicate directly within work orders to share updates and instructions, keeping conversations organized and task-relevant.
Task Notes and Updates
Team members can add real-time notes and update task status for transparency and context, minimizing the need for extra meetings or emails.
Notifications and Alerts
Receive automated notifications for updates, deadlines, or new assignments, ensuring tasks are attended to promptly and boosting efficiency.
Seamless Integration with Project Management
WorkCase integrates with project management tools for a connected task and project overview. Aligning work orders with timelines and resources supports synchronized workflows and efficient project transitions.
Unified Project Tools
Link work orders with project management tools for comprehensive task tracking connected to project milestones.
Timeline Integration
Coordinate work orders with project timelines for better planning and task transitions, helping teams meet deadlines.
Centralized Documentation
Ensure that work orders align with available resources to prevent overlaps and inefficiencies.
How are work orders created and organized?
Convert service requests, estimates, or project tasks into work orders; add scope, priority, SLA/target dates, location, and customer/site. Use tags, cost codes, and templates to standardize repetitive work.
How do scheduling and dispatch work (single or multi-tech)?
Assign by skill, location, and availability; set arrival windows; push to mobile with turn-by-turn notes. Reassign or split work orders across multiple techs and shifts when jobs expand.
What does the technician see in the field?
Step-by-step checklists, asset info, parts lists, photos/files, safety notes, and customer details—plus the ability to add notes, capture signatures, upload before/after photos, and mark tasks complete.
How are time, parts, and costs captured?
Techs log labour (regular/OT) and issue inventory/parts directly on the work order. Approved entries roll into job costing and invoices automatically, preserving an audit trail of who did what, when, and with which materials.
How do approvals, change orders, and billing tie in?
Require field or customer sign-off at completion; raise change orders with pricing and reason codes; convert completed work orders into invoices (T&M, fixed, milestones) with taxes, discounts, and retainage supported.
- FAQs
Work Order Management — FAQs
Turn requests and project tasks into scheduled, trackable work. Workcase streamlines creation, dispatch, field execution, and close-out—tying labour, parts, photos, and approvals back to the job so you bill faster and keep margins tight.