1.
© 2012 NetDispatcher© 2012 NetDispatcher
CREATING A NEW WORK ORDER
CONFIDENTIAL

2.
© 2012 NetDispatcher
• Our process of creating a work order has never been easier. The layout and
structure has a smoother and a more refreshing look to it.
• This PowerPoint will show you the step-by-step process of creating a work
order.
Creating a New Work Order
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3.
© 2012 NetDispatcher
Creating a New Work Order
• When on the Jobs list click ”Add New” in the top-left corner. This window will
appear. It will display all of the forms you have created for work orders.
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4.
© 2012 NetDispatcher
Creating a New Work Order
• Input the customer name. A drop-down box will appear allowing you to select a customer. After
you have selected a customer, depending on your customer card, all of the other fields in the
Customer Information section should auto-populate (refer to figure 1.A).
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1.A - These
fields should
auto-populate

5.
© 2012 NetDispatcher
Creating a New Work Order
• This is the Job Layer. Depending on the form you selected, the Job Type box should be filled in
with the job that was set to default when designing the form. If not, you can manually input the job.
In the Assigned To box you will type the user (employee) you want to have the job assigned to.
You can schedule start and projected completion times. The job status is important because what
it is set to determines if it will appear in the Dispatching tab.
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6.
© 2012 NetDispatcher
Creating a New Work Order
• The Materials/Services section of the Job Layer allows you to attach any materials or services that
the job entails. By typing in the Name box, it searches from your Materials List (under settings)
and upon selection it will auto-populate the boxes to the right.
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7.
© 2012 NetDispatcher
Creating a New Work Order
• Much like the Customer
Information layer, the
Property Name box is a
Search box that enables you
to search Assets that would
be tied to the customer. The
fields auto-populate upon
selection of asset. This will
appear on the work order for
the user (employee) who is
looking at this on a mobile
device.
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8.
© 2012 NetDispatcher© 2012 NetDispatcher
Have a wonderful day!
THANK YOU!