Create an Order

  • Updated

Orders are the scopes of work or jobs that will appear on your scheduler which you'll assign workers and equipment. Orders can be grouped into projects or tied directly to a client, depending on how your business operates.

 

Watch this video to learn how to set up your first order

Or, read on for the written steps below.

 

Step 1 - Add New Work Order

  1. Go to the Scheduler page
  2. Click Add New Order at the top-right of the screen
  3. Click a Blank Work Order
  4. Add the necessary information to your work order
Job Description Describes what your team will be doing on this job
Start Date - End Date The duration of your job
Project The Project name of your job
Location The location (address) of your job. This will automatically be filled in when you select the Project. If the location of the job is different from the Project's location, you can change that here too.

 

Step 2 - Set up Roles and Shifts

  1. On the right of the screen, add the Roles and Shifts needed for this Order
  2. When you're done, click Create New

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When you add a Role to the Order, typically you'll include:

Qty The number of workers you'll need to carry out this Role on this shift.
Start Time - End Time The hours for each shift. This will default to the hours you have set in your Assignar settings. 
Role Dates The dates when the shifts will happen. Choose the specific days of the week you want the shifts to happen or select Show detailed to choose specific dates.

 

Other details you can add

Role Forms If you had previously setup your Roles to have specific Forms, it'll automatically show up here. Otherwise, you can add specific Forms that you want your workers to complete here.
Location 2 The Order's second important location (if any).
Budgeted Quantities If you want to track Progress on the job, you can set this up, which enables your Supervisors to input Progress with Site Diary. You learn more about this here.
Comments Where you can add any notes, especially if you need your crew to see them.
Supplier Where you can add any Suppliers.
Client Contacts Useful if your workers need to contact a client rep, or email them a Site Diary
WO and PO Useful if you have an internal Order ID that you need to track.
Tags If you want to categorise your Orders
Attachments

Useful if you want to attach any documents or files related to the Order.

Note: The maximum file size for attachments is 50mb. If your attachments are more than 50mb, you may need to break up the file into smaller attachments.

 

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