Work Orders

How to use the Easy Desk interface to capture Work Orders quickly from the field.

1. What it is

Assign specific tasks to crews or subcontractors.

2. When to use it

Use this module whenever you need to officially document dispatching a crew to handle a specific repair or phase without navigating through complex project menus.

3. How to access it

From the main Easy Desk dashboard (on mobile or desktop), locate and tap the Work Orders module icon.

4. How to create a record

1. Select the Project this record belongs to (Required).
2. Fill out the required information:
   • Task Description
   • Assigned Crew/Sub
   • Deadline
3. Add any optional notes or context.

5. Attachments & Photos

6. Saving, Editing, and Deleting

Click Save Record to commit the document to the database. The system will confirm the record has been captured successfully.

7. Relationship to Pro Mode

Once saved in Easy Desk, the Work Orders record is automatically routed to the corresponding Project folder in Pro Mode. Office staff can instantly view, cross-reference, and export this record alongside all other project documentation.