How to use work orders to keep customers happy during any maintenance job.
You’ve probably heard that “communication is key” — a saying that is especially true when running a successful business. As a result, your maintenance work order template should reflect that to keep your business organized and leave little confusion between you, your maintenance staff, and your customers.
This guide explains how to use work orders to keep customers happy during any maintenance job.
A work order is a business form used by field service businesses to keep track of jobs. It helps you manage your business by painting a clear picture of what materials, team members, and timelines are required to get the job done.
A maintenance work order form is similar to a construction work order form but is a blueprint for all types of maintenance work and the overall success of your business. It efficiently manages equipment use and keeps records of maintenance activities.
Maintenance work order forms and service order forms can are beneficial in several ways, including:
The maintenance work order lifecycle starts when work order requests are given by your customers, maintenance staff, technicians, and maintenance managers.
For example, an automotive maintenance team will use a vehicle maintenance work order form to kickstart job assignments and outline the work to be performed.
Once the work is done, the work order cycle still continues as your maintenance staff needs to be paid for their labor, and you need to bill your customer for the job.
The next part of this lifecycle is to collect payment and hope that your customer finds your maintenance services valuable enough to use again.
Pro-tip: The best approach to the maintenance work order lifecycle includes work order management software like Method:Field Services.
Solutions like these automate many steps in the lifecycle, such as job dispatching and time tracking. Equipped with the right tech, you can finally focus on what matters: growing your maintenance company.
Now that you have a solid understanding of maintenance work orders, it’s time to distinguish the difference between that and a work request form.
A work request is the first step before a maintenance work order is created.
It includes all the information your team will need to complete a work order. However, the work request form needs to go through an approval process to become a work order.
In other words, you can think of the request as the event that needs to happen for a work order to be created
You want to have a maintenance work order form to keep your business organized. Many field service businesses offer complicated services that can cause a lot of confusion or the possibility of costly mistakes.
When dealing with multiple jobs at once, the best way to stay organized is a concise maintenance work order template. Keep reading to find out how you can get a free template and get your work order process organized today.
You know your business best and how you operate it daily. But there are a few key form fields you may want to include when designing your maintenance work order template.
Some of these include:
