Creating and Updating a Work Order

Instructions on how to create and update a Work Order in T3.

Breanne Cassidy avatar
Written by Breanne Cassidy
Updated over a week ago

With T3's Work Orders feature, you can digitally streamline your fleet service maintenance experience. Easily create a Work Order with essential details and photos, and assign a T3 user so they can begin reviewing the ticket.

Creating a Work Order (WO) from T3 Service Page

  • In T3, select Service from the left navigation menu. 

  • Select New Work Order

  • From the Create Work Order window, enter the required fields and select Create

    • Asset - select from the dropdown assets for your company.

    • Branch - select from the dropdown branches for your company. The Main branch will be the defaulted option if none is selected.

    • Description/Complaint - type in the details of the issue.

    • Tags - Optionally add tags, which will display on the Work Order.

    • Users - Optionally assign users to the ticket.

    • Priority - Choose from Low, Medium, High, or Critical.

    • Severity - Choose from Soft Down (meaning the machine is still operational) or Hard Down (inoperable).

    • Schedule Work Order - Indicate the date and time for when the Work Order should begin being worked.

  • The new Work Order will display in the Work Order table.

Creating a Work Order from Individual Asset View

You can also create a Work Order from an individual asset.

  • From T3's Fleet web app, find an asset from the Map view.

  • Select the asset and then History.

  • Select the Service tab and then Work Orders (left side).

  • All the Work Orders for the particular asset will display. Select New work order to create one.

Adding or Updating a Service Technician to the Work Order

  • From the Work Orders table, locate the Assignment column for your Work Order.

  • From the Assignment column, hover in the cell for the Work Order. Click +Add to assign the work order to a mechanic. 

Updating a Work Order's Details

  • From the Work Orders table, locate the Work Order for updating and click the blue ID link.

  • Update the details of the Work Order and add status updates to the ticket. They will be saved automatically.  

Interested in getting started with T3's work orders and service maintenance solution? Find out more and request a demo.

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