Multi-Day Dispatch Work Orders | Advanced Mode | Cloudby Training

Lesson 3 of the Cloudby Service module series. One service order can have several work orders. Each work order is meant for a single trip: one visit, one crew, one day. This lesson splits one job into two trips, schedules each on its own day in the Planner, assigns people, dispatches both, and works them through to a completed order, in Advanced mode. You will learn: • Why one service order can have several work orders, and why a work order is one trip • What Advanced mode adds: more steps in assignment, the planner and review, for more control • The four Work tab stages: Revise, Assign, Execute and Review • How to split an order's tasks into work orders on the Assign stage • How to drag work orders onto days in the Planner, drag people on as leads, and reschedule • How to dispatch a work order, then open the work, mark tasks done, submit for review and accept • How the Review stage records each task and who accepted it Chapters 0:00 Multi-Day Dispatch Work Orders 0:04 Welcome 0:48 Create the order 1:25 Confirm the order 1:35 Open the Advanced Work tab 1:54 Make the work orders 2:22 Plan the days 3:02 Dispatch 3:29 Work order 1, step by step 4:22 Work order 2, at speed 4:47 Review and complete 5:12 Recap Prerequisites: Lesson 1 (Service Order, Start to Finish) and Lesson 2 (Service Order with the Phone App). Next in the series: the Planner in more depth, then ad-hoc jobs, extra expenses with review and rework, and partial completion. https://www.cloudby.co #Cloudby #FieldService #WorkOrders #Planner #Tutorial