Creating a work order in the Orderry Work Orders application is similar to creating a work order in the web version.
Customize the order card in the mobile app
Before creating an order, you can customize the order card to display exactly the fields you need in the mobile app.
To do this, go to Settings > Orders. All fields available for use in the mobile app are displayed here.
You can:
Swap the sequence of fields. To do this, hold down the field line on the right and drag it to the desired location.
Add a field by clicking on the “+” sign.
Delete a field by clicking on the line on the left and confirming the action.
After customizing the order form, you can proceed to creating it.
Creating an order in the mobile app
1. Tap the + in the upper right corner of the Work Orders section and select a work order type.
2. Assign a manager and specialist to the work order.
3. Specify information about a client and their asset.
Tap the Add Asset button and use the search to find an existing asset, or tap the + in the upper right corner to create a new asset.
If you add an existing asset, the client who owns this asset will be automatically added to the work order.
When creating a new asset, specify whether it belongs to the client. Then fill in all the information about the asset and save the changes.
If you have enabled VIN Lookup integration, the vehicle information will be autocompleted after entering the VIN code.
In order to initiate autocomplete, click on the VIN code field, enter the number and click Done. If the entered number is correct, the system will find it and fill in all the fields configured in the integration on its own.
VIN code recognition by photo
Also, you can use the function of VIN code recognition by photo. To do this:
1. Open the VIN field and click Recognize.
2. Take a photo of the object with the VIN number on it. It can be a part of the car body, a photo of the registration certificate, or any other document that contains the VIN code.
3. Click Use photo and if the photo is clear enough, the system will recognize the VIN and fill in all the fields configured in the integration.
Important: currently, the mobile application does not pull values from directories for asset fields, so you need to enter the data manually. In future updates, selecting values from directories linked to asset fields will be possible.
Similarly, you add a client to a work order. Tap the Add client button and use the search, or create a new client by taping + in the upper right corner.
If you add an existing client first, then when adding an asset, only those assets that belong to this client will be displayed in the list.
Swipe left and tap the cross to remove an asset or a client from the work order.
4. Fill in the work order details.
You can select values from the directory if a directory is linked to a field in the work order form.
Remember that you can customize the work order form, add or delete fields, change their order, link specific directories, etc. Read more about customizing the work order form in this article.
5. If necessary, specify the prepayment from your client and tap the Save button in the upper right corner.
If you specify a prepayment, you will see a payment window in which you must select a cashbox.
Done! You have created a new work order and can now add labors and materials.