Adding a Work Order

Work Orders allow you to track multiple trades or different types of work under a Contact or Job in JobNimbus. Work Orders can be added to Contacts and Jobs; they are a structured Job that contains a PDF with line items. When using just Contacts, WOs are an excellent way to do “Jobs” without having Jobs enabled, and they help segment into different trades. A nice benefit of work orders is that you can create an estimate and later convert it to a work order.

 

 

To add a work order to a contact or a job:

  1. Within a desired contact or job, select the “Work Orders” Tab.
    Work Order Location - Contact
  2. Select “+Add Work Order”.
    Work Order Add Work Order Button
  3. Within the “Add Work Order” screen, you can select a Design Template, a Start, and End date, a Type, a Status, assignments and subcontractors in the top of the work order.
    Work Order Top Form
  4. The bottom half is used to add sections and line items. To add additional line items or sections, select the appropriate hyperlink.
    Work Order Bottom Form
  5. Special instructions and an internal note can be added to a work order. Special instructions appear on the actual work order in any format, and the internal note only appears within the system.
    Work Order Bottom - Instructions 
  6. To save the work order as a template for future use, select “Save as Template”; otherwise, select “Save Work Order”. You must have to finish creating the work order by adding in at least 1 line item before saving it.
    Work Order Save 
  7. To email a work order to a subcontractor. First, make sure your subcontractor has a valid email and is labeled subcontractor in JobNimbus (subcontractor contact type setup in settings ---> contact workflows). Click on the ellipsis or three dots on the actual work order ---> email. Check off who you would like to email and click send.

Work Order Email

*Note when you assign a work order to a subcontractor, and that subcontractor has a valid email, it will automatically send them an email.  

8. You can create custom fields for your work order.Often customers include specific information about products or jobs that need to be done. It is also a great way to get custom job information in the work order. To add custom fields go to settings ---> work order fields ---> add the field. Choose which question type is most appropriate. Also, do this carefully as you can't edit the question type later.

Work Order Custom Fields

Note: Work orders will auto-send a reminder email to an assigned subcontractor. If you are not ready to send the work order to your subcontractor, wait to assign until ready. Work orders along with material orders do not have taxes integrated with them.