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Introduction to Work Order

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Written by Aaron

A Work Order is a structured system that helps track, manage, and complete tasks efficiently in your store or workshop. On the Dashboard, you can quickly view work orders by their status, such as:

  • New.
    Recently created work orders.

  • Embroider.
    Orders requiring embroidery.

  • Adjust Length.
    Orders requiring length adjustments.

  • Adjust Waist.
    Orders requiring waist adjustments.

  • Other Alterations.
    Orders requiring other types of alterations.

  • Needs Cleaning.

    Items that need cleaning.

  • Ready for Pickup.
    Orders waiting for customer collection.

  • Completed.
    Finished work orders.

  • Cancelled.
    Orders that were cancelled.


Filter Search

The Filter and Search options help you quickly find specific work orders and view tasks assigned to specific technicians.
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Use the Search and Filter options to narrow down work orders based on different criteria.
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In the Board view, you can filter work orders by technician, flag, mark, or due date, making it easier to see and manage each technician’s assigned tasks.

You can also hide completed or cancelled work orders for a cleaner, more focused view.


Adding a New Work Order

Add New Work Order, fill in the required details, and assign the task to the appropriate technician. This keeps all jobs organized and ensures nothing is overlooked.
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Drop Menu Options

The drop-down menu provides additional management tools.

Including:

  • Manage Statuses.

    Configure available work order statuses

  • Manage Marks
    Create, edit, and organise marks for your work orders.

  • Work Order Checkbox Groups
    Set pre-order and post-order checklists

  • Manage Email Templates.

    Customize notifications

  • Import Work Orders.

    Upload multiple orders at once

  • Manage Deleted Work Orders.
    Restore or permanently remove deleted entries


Work Order Statuses

By leveraging these tools effectively, your team can streamline workflow, reduce errors, and provide a smoother experience for customers.
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Work orders progress through these statuses:

  • New

  • Embroider

  • Adjust Waist

  • Other Alterations

  • Needs Cleaning

  • Ready for Pickup

  • Completed

  • Cancelled

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