CMMS

What is CMMS?

Integrate all your maintenance field service operations into a single channel that is packed with first-rated features for better performance and productivity. We built a complete automation solution that focuses on establishing relationships, increasing profitability, and enhancing the customer’s experience.

With Repzo, you can optimize your services and create insights on what decisions you should make to elevate your technicians/workers performance and deliver high-quality field services.

We enable companies to automate the greatest deal of their operations including work orders, inspections, preventive maintenance, and maintenance requests to reduce costs and save time.

Work orders

Create and assign work orders for field teams and track their performance using the KPIs and data metrics. Tasks can be assigned separately or collectively to selected workers through our user-friendly and advanced platform.

Create a work order

Work orders can be created through the following channels:

• Dashboard
• Rep from the Mobile App
• Work Order Request: A work order request can be converted into a work order.
• API Request

To create a new work order from the dashboard, follow these steps:

1. Navigate to the Work Orders section under the CMMS menu.

2. Click the Create Work Order button.

3. Enter the following details:

   • Work Order Name (required): Example: "Clean air compressor."
   • Attach Documents: You can upload images or documents related to the work order.
   • Local Name (optional): For example, an Arabic name.
   • Description (optional): Provide additional details about the work order.
   • Teams (optional): Assign a specific team to the work order, restricting visibility to the selected team for both reps and admins.
   • Client (required): Select the client for whom the work order is being created.
   • Assigned Contracts (optional): If the client has a signed contract (e.g., for preventive maintenance), you can assign it here.
   • Client Location (optional): Specify the location of the client if needed.
   • Work Order Category (required): Choose the category relevant to the work order.
   • Assign to Technician Rep: Choose a rep from the list if you want to assign this work order to a specific technician. If you only want to filter for reps already assigned to the selected client, enable the Client's Assigned checkbox.
   • Assets (optional): Select any assets related to the work order.
   • Asset Units (optional): Choose specific asset units if applicable.
   • Priority (optional): Select the priority of the work order (None, Low, Medium, High).
   • Due Date (optional): Specify a due date after which the work order will be marked as overdue.
   • Start Date (optional): Set the date/time when the work order will appear on users' mobile devices.
   • Forms v2: Add forms such as surveys or checklists for your reps to fill out as part of the work order process.

Adding a repeating schedule

When selecting a due date for a work order, you have the option to Add a Repeating Schedule, which allows you to schedule the same work order for future dates. This is particularly useful for tasks like preventive maintenance work orders for your customers. You can choose from the following recurring options:

1. Daily: The work order will repeat every day.
2. Weekly: The work order will repeat every X number of weeks, and you can select specific days (Sunday, Monday, Tuesday, etc.) for the work order to occur. Additionally, you can define when the recurrence should end:
   • On a Specific Date: The recurrence ends on the date you select.
   • After a Set Number of Occurrences: The recurrence stops after the specified number of instances.
3. Weekly Group: This allows you to define up to 8 different weekly groups with unique sets of days (Sunday, Monday, Tuesday, etc.) over a cycle of up to 8 weeks. This option is useful for more complex schedules, such as alternating work orders (e.g., Week 1: Monday, Tuesday, Week 2: Friday, Saturday). By using these repeating schedule options, you can easily plan and automate recurring work orders to ensure tasks like preventive maintenance are always scheduled in advance.

After creating a work order, it will be assigned a default status of Open. The status can be manually changed by either an admin or a rep to one of the following:

• Open
• On Hold
• In Progress
• Done
• Cancelled

Additionally, if a rep starts a visit within the work order, the status will automatically change to In Progress, ensuring real-time updates as the task is being actively worked on.

Print work order

To print a work order, follow these steps:

1. Navigate to the three dots button (⋮) on the work order page.
2. You will have two options:
   • Print in Arabic
   • Print in English
3. Once selected, a notification from the Download Center will pop up, preparing your PDF file for download. This feature allows you to quickly generate and print work orders in your preferred language.

Comments and history

To add or view comments and system updates on a work order, follow these steps:

1. Click on the Comments button.
2. A thread will be displayed showing all work order updates, including:
   • System updates (e.g., status changes)
   • Comments generated by reps or admins
3. You can also attach media or images to the comments for additional context. When an admin writes a comment, a push notification will be sent to all assigned reps on that work order, ensuring timely communication.

Work order listing layout

There are three layout options available for viewing work orders, which can be switched by selecting one of the icons at the top of the screen:

1. Side Layout: Displays the list of work orders on the side with detailed information.
2. Table Layout: A tabular format for easier sorting and viewing of work orders in rows and columns.
3. Calendar View Layout: Visualizes work orders on a calendar, showing their scheduled dates. These layouts provide flexibility for organizing and viewing work orders based on your preferred format.

Filtering work orders

To filter work orders, follow these steps:

1. Click on the Filters button located at the top left of the screen.
2. A side menu will appear, allowing you to choose from various filter options, including:
   • Client
   • Rep
   • Asset
   • Asset Unit Location
   • Priority
   • Contracts
   • Work Order Category
   • Filter by Date or Due Date

These filtering options help you quickly narrow down and locate specific work orders based on your needs.

Sorting work orders

To sort work orders, you can use the sorting options available at the top right of the screen. You can sort work orders by:

• Due Date
• Priority
• Updated At
• Created At

This allows you to quickly organize and view work orders based on your preferred criteria.

Contracts

What is a Contract?

In the CMMS module, contracts can be assigned to work orders and are used to manage customer agreements with specific terms, such as duration and installments. Contracts allow you to:

• Track the status of payments associated with the contract.
• Schedule and manage preventive maintenance tasks for your customers.

By creating contracts, you ensure that all work orders tied to the agreement are efficiently tracked and aligned with the terms set in the contract, providing a clear overview of both maintenance tasks and payment schedules.

Create a contract

To create a new contract, follow these steps:

1. Navigate to the Contracts section under the CMMS menu.
2. Click the Create Contract button.
3. Fill out the following fields:
   • External Serial Number (optional): If you have your own serial number for the contract.
   • Client (required): Choose the client for whom the contract is being created.
   • Start/End Date (required): Define the contract’s start and end dates.
   • Amount: Enter the total amount for the contract in your defined currency.
   • Title (optional): A descriptive title for easy reference.
   • Client Location (optional): Specify the client's location if applicable.
     • If you choose a Client Location, you can also add Assets and Asset Units related to that location.
   • Attach Media/Images (optional): Upload any relevant documents or images for the contract.
4. Once completed, click Create to finalize the contract.

Adding Installments to a Contract

Once a contract is created, you can navigate to the Installments tab to add and manage payments. You have two options: creating single installments or adding installments in bulk.

To create a single installment:

1. Click on the Add Installment button.
2. Enter the following details:
   • Due Date (required): The date the installment is due.
   • Amount: The amount of the installment.
   • You can also attach media or images related to the installment.
3. Click Save to finalize the installment.

To create bulk installments:

1. Click on the Add Bulk Installment button.
2. Enter the following details:
   • Count: The total number of installments.
   • First Installment Due Date: The starting date for the first installment.
   • Last Installment Due Date: The end date for the last installment.
3. The system will automatically calculate the amount for each installment. You can adjust the amounts manually if needed.
4. Once reviewed, click Save to create the bulk installments.

These options provide flexibility in managing and tracking payments within the contract.

Renewing a contract

If you want to renew a contract, simply click on the Renew button. When renewing a contract, the same options from the original contract will be automatically filled, including:

• Title
• External Serial
• Client
• Start/End Date
• Amount

Additionally, there is an optional toggle that allows you to copy your past installments to the renewed contract. This provides a seamless way to extend and manage ongoing contracts without re-entering all the details manually.

Contract Status

By default, a contract's status is set to Open. You can change the status by using the dropdown menu located next to the contract's serial number. The available status options are:

• Open: The default status when the contract is active.
• Closed: When the contract has been fulfilled or completed.
• Cancelled: If the contract is no longer valid or has been terminated.

This dropdown allows for easy management of the contract's lifecycle.

Installment status

Installments have the following status options to help track payments:

• Pending: The default status when an installment is created and is awaiting payment.
• Overdue: If the customer does not pay by the due date, the status will automatically change to overdue.
• Paid: Once the client has made the payment, you can manually change the status to paid.

These statuses ensure that you can easily track the payment progress for each installment within a contract.

Contract History

To view the history of a contract, click on the History button. This will display a log of all system updates and actions that have occurred on the contract, such as status changes, installment updates, or other modifications. The history feature helps you keep track of all changes made to the contract over time.

Filtering Contracts

To filter contracts, follow these steps:

1. Click on the Filter button.
2. Choose your desired filters from the available options:
   • Start Date to End Date: Filter contracts within a specific date range.
   • Clients: Filter by client name.
   • Status: Filter by contract status (Open, Closed, Cancelled).
   • Amounts: Filter contracts based on their total amounts.
   • Near Expiry: Find contracts that are approaching their expiry date.
   • Expired Contracts: View contracts that have already expired.

These filters help you quickly locate and manage contracts based on various criteria.

Import contract installments using csv/excel

You can easily import or update your contract installments database by using our import tool .

• when importing Choose either to insert / update
• if you want to insert new contract installments you can download our sample csv/excel file , modify it and upload it with your data.
• if you want to update your existing contract installments choose update tab , and click on download contract installments list , modify your existing products data and reupload it by clicking import contract installment .
• Repzo will check if there are any missing data or attributes that need to be fixed.

Assets

What is the asset ?

an Asset refers to any equipment, machinery, or physical item that requires maintenance or management. Assets are critical to your operations, and CMMS allows you to track, maintain, and manage them efficiently. Examples of assets include:

• Machinery (e.g., compressors, HVAC systems)
• Equipment (e.g., tools, vehicles)
• Infrastructure (e.g., buildings, pipelines)

Create an asset

To create a new asset, follow these steps:

1. Navigate to the Assets section under the CMMS menu in the dashboard.
2. Click the Create Asset button.
3. Fill out the asset fields:
   • Name: Provide a name for your asset.
   • Attachments: Upload any relevant images or documents related to the asset.
   • Local Name: (Optional) Enter a localized name (e.g., Arabic) for your asset.
   • Description: Provide additional details about the asset.
   • Asset Types (Required): Choose the type of asset.
   • Client/Location: Select the client and location associated with the asset.
   • Model (Optional): Enter the asset’s model.
   • Manufacturer (Optional): Specify the manufacturer of the asset.
   • Year (Optional): Enter the year the asset was manufactured or acquired.
   • QR/Barcode (Optional): Generate a QR code for the asset. This allows your reps to scan the code directly from the asset and search for it easily.
   • Custom Fields: If custom fields are defined for your asset, they will appear here for you to fill out.
4. Once all fields are filled out, click Create to finalize the asset.

In the Assets view section, there is a Work Orders tab. This tab allows you to view a list of all the work orders that are linked to the selected asset. By accessing this tab, you can quickly track the maintenance history, ongoing work, and any scheduled tasks associated with that asset.

This feature helps in managing and keeping a comprehensive record of all activities related to the asset.

Filtering assets

To filter assets, follow these steps:

1. Click the Filters button.
2. You can filter assets based on the following criteria:
   • Client Location: Filter assets by the associated client or location.
   • Asset Types: Select specific asset types to narrow down the results.
   • Custom Fields: If custom fields are available, you can filter assets based on these fields.

These filters help you quickly find and manage assets based on your specific needs.

Import assets using csv/excel

You can easily import or update your assets database by using our import tool .

• Click on Import assets
• Choose either to insert / update
• if you want to insert new asset units you can download our sample csv/excel file , modify it and upload it with your data.
• if you want to update your existing asset units choose update tab , and click on download asset units list , modify your existing asset unit's data and reupload it by clicking import asset units .
• Repzo will check if there are any missing data or attributes that need to be fixed.

Asset Units

What is an asset unit ?

An Asset Unit refers to a specific instance of an asset that has a unique identifier, such as a serial number. While an asset may represent a general type of equipment (e.g., an air conditioner with the same model number), each Asset Unit is a unique, trackable item distinguished by its own identifier, such as a serial number.

For example, if you have multiple air conditioners of the same model, each air conditioner will be an Asset Unit with its own unique serial number for tracking and maintenance purposes.

Create asset unit

To create a new asset unit, follow these steps:

1. Navigate to the Assets units section under the CMMS menu in the dashboard.
2. Click the Create Asset unit button.
3. Fill out the asset fields:
   • Name: Provide a name for your asset.
   • Attachments: Upload any relevant images or documents related to the asset.
   • Local Name: (Optional) Enter a localized name (e.g., Arabic) for your asset.
   • Asset : choose the parent asset for this asset unit.
   • Client/Location: Select the client and location associated with the asset.
   • Serial number (Optional): Enter the asset’s serial number.
   • Description (optional) : Provide additional details about the asset unit.
   • Custom Fields: If custom fields are defined for your asset, they will appear here for you to fill out.
4. Once all fields are filled out, click Create to finalize the asset.

Filtering asset units

To filter assets, follow these steps:

1. Click the Filters button.
2. You can filter assets based on the following criteria:
   • Client Location: Filter assets by the associated client or location.
   • Assets: Select specific assets to narrow down the results.
   • Custom Fields: If custom fields are available, you can filter assets based on these fields.

These filters help you quickly find and manage assets units based on your specific needs.

Import asset units using csv/excel

You can easily import or update your asset units database by using our import tool .

• Click on Import asset units
• Choose either to insert / update
• if you want to insert new assets you can download our sample csv/excel file , modify it and upload it with your data.
• if you want to update your existing assets choose update tab , and click on download Assets list , modify your existing asset's data and reupload it by clicking import Assets .
• Repzo will check if there are any missing data or attributes that need to be fixed.

Locations

What is a location ?

A Location is an additional layer within the clients module that allows you to manage a single client with multiple locations or branches. This feature is particularly useful when creating work orders, as it enables you to specify not just the client, but also the particular location or branch where the work order applies.

By managing locations, you can ensure that work orders, maintenance tasks, or any other activities are accurately assigned to the correct site under the same client.

Create a location

To create a new location, follow these steps:

Navigate to the locations section under CMMS section .

Click the Create Location button.

Fill out the following fields:

• Name (Required): Provide the name of the location.
• Upload or Drag Files/Images: Optionally upload relevant files or images for the location.
• Local Name: Enter a localized name (e.g., in Arabic) if needed.
• Address: Select the place by entering the location's address.
• Client Details (Required): Search and select the relevant client.
• Contacts: Select or add any contacts associated with the location.
• Description (Optional): Add a description or additional notes for the location.
• Custom Fields: Fill in any custom fields that have been defined for the location.
• Custom List: You can also utilize a custom list for any predefined dropdowns or additional fields. Once all the necessary fields are filled out, click Create to finalize the location or Cancel to discard.

This will create a new location under the selected client, enabling you to manage multiple branches or sites efficiently.

Contacts

What is a contact ?

Contacts are individuals linked to a specific client in the CMMS system. These can include managers, supervisors, or other key personnel associated with the client. By linking contacts to a client, you ensure that communication, work orders, updates, and notifications are sent to the correct person responsible for overseeing operations or maintenance.

Contacts help maintain effective communication and coordination between your team and the client's designated individuals.

Create a contact

To create a new contact , follow these steps:

Navigate to the contacts under CMMS section .

Click the New Contact button.

Fill out the following fields:

• Name (Required): Provide the contact's name.
• Upload or Drag Files/Images: Optionally upload an image or document related to the contact.
• Local Name: Enter a localized name (e.g., in Arabic) if needed. Details (Optional)
• Title: Select the contact's job title from the dropdown.
• Email: Provide the contact's email address (e.g., example@example.com).
• Phone 1: Enter the primary phone number with country code (e.g., +962).
• Phone 2: Enter a secondary phone number if needed.
• Extra Info: Add any additional information about the contact (optional). You can also remove extra info if not needed. Once all the necessary fields are filled out, click Create to finalize the contact or Cancel to discard.

Work Requests

Work requests can be created through the following channels:

• Dashboard
• Rep from the Mobile App
• Customer's portal.
• API Request

What is a work request ?

A Work Request is a preliminary step before creating a work order. In some cases, you may want to restrict your reps from directly creating work orders. By disabling this permission, reps can only submit work requests, which must first be reviewed and approved before being converted into a work order.

Additionally, you can provide your customers with a QR code using the portal feature. When scanned, it allows customers to submit work requests, which will also need to be reviewed and approved before becoming a work order.

Think of a Work Request as a "bag" that collects the necessary data and is then converted into tasks (work orders) upon approval.

Create a work request

To create a new work request, follow these steps:

1. Navigate to the Work Requests section under CMMS menu.

2. Click the New Work Request button.

3. Fill out the following fields:

   • Name: Provide a name for the work request.
   • Upload or Drag Files/Images: Optionally upload any related files or images.
   • Description (Optional): Add a brief description of the work request.

4. Additional Details (Optional):

   • Client: Search and select the client for whom the work request is being created.
   • Contracts: Select any relevant contracts.
   • Client Location: Choose the client's location, if applicable.
   • Work Order Categories: Select the appropriate category for the work request.
   • Assets: Search and select the relevant assets.
   • Asset Units: Search and select any specific asset units.
   • Priority: Set the priority of the work request (None, Low, Medium, High).

5. Custom Fields: If custom fields are defined for your work request you can fill them up.

6. Once all fields are filled out, click Create to finalize the work request or Cancel to discard. The work request will now await review and approval before it can be converted into a work order.

Approving or Rejecting a Work Request

Once a work request is created, you have the option to either Approve or Reject the request by clicking the appropriate button on the top right of the screen.

• If you click Approve, the data from the work request will be automatically populated into a work order form. You will then have the opportunity to review the form and fill out or modify any missing data before finalizing the work order.
• If you choose to Reject, the work request will not proceed, and the request will be closed. This workflow ensures that all work requests are reviewed and can be adjusted before being converted into a formal work order.

Portals

What is a portal ?

The Portal in CMMS allows you to create public access links for your customers, enabling them to scan a QR code and submit a work request directly. This eliminates the need for customers to frequently contact you by phone or other channels, giving them the ability to create a task or ticket instantly. Key features of the portal include:

• Customizable Fields: You can define which details customers need to provide when submitting a work request.
• Branding: The portal is customizable, allowing you to add your logo, as well as customize headers and footers.
• Public or Specific: The portal can be made generic, accessible to all customers, or tailored to specific customers, assets, or a combination of both.

Once a customer submits a request via the portal, it will automatically create a work request in your dashboard, streamlining communication and making it easier for customers to report issues or request service.

Create a portal

To create a new portal, follow these steps:

1. Navigate to the Portal section under CMMS.
2. Click the New Portal button.
3. Fill out the following fields:
   • Name: Provide a name for the portal.
   • Default Priority (Optional): Choose a default priority for work orders created via the portal (None, Low, Medium, High).
   • Default Work Order Categories (Optional): Select default categories for work orders created through the portal.
   • Allow Media Upload?: Choose whether to allow customers to upload media (Optional, Required, Hidden).
   • Allow Signature?: Choose whether to require customer signatures (Optional, Required, Hidden).
   • Upload an Image: Optionally upload an image for the portal.
4. Custom Branding:
   • Header Text (Optional): Add custom text for the portal header.
   • Footer Text (Optional): Add custom text for the portal footer.
5. Accepted System Fields:
   • Client: Choose to show or hide the client field.
   • Client Location: Choose to show or hide the client location field.
   • Assets: Choose to show or hide the assets field.
   • Asset Units: Choose to show or hide the asset units field.
6. Accepted Custom Fields (Optional): Select any additional custom fields you want to include in the portal.
7. Description: Add any optional description or details for the portal.
8. Once all fields are filled out, click Create to finalize the portal or Cancel to discard. This will create a public access portal for customers to submit work requests, tailored to your specific needs.

Accepted System Fields

The Accepted System Fields allow the portal to be customized for specific clients, locations, or assets. When a customer fills out the portal, the selected fields will be automatically populated based on the link provided. For example:

• If you select Client as an accepted field, you can create separate links for each customer. When the customer submits a request through their specific link, the client information will be automatically included in the response.
• Similarly, you can set the portal to autofill details like Client Location, Assets, or Asset Units by sharing a unique link for each, ensuring the correct information is captured when a work request is submitted. This feature enables you to streamline the process, reducing the need for manual data entry and ensuring accurate information is collected.

Portal Links

What is portal links ?

Portal Links are unique URLs that are connected to a specific portal and follow the settings you have defined in the portal. These links can be shared with your clients in various formats, such as QR code stickers, enabling them to scan and submit work order requests without needing direct access to your system.

Portal links are particularly useful for automating customer satisfaction or support processes, allowing clients to report issues or request services with ease. By simply scanning the QR code, customers can fill out the necessary information and submit a work request, streamlining communication and task management.

Generate Links

There are two methods to generate portal links for your customers:

1. Click Generate Link: This is the initial step to start creating portal links.
2. Select How Many Links to Generate: _ Bulk Assignment: If you need multiple links, select the number of links to generate. Optionally, you can assign a Group Name to these links, making it easier to track them later. Bulk assignments are particularly useful when your portal is linked to specific clients or assets, as defined in the Accepted System Fields. This allows you to distribute unique links or QR codes to different customers or assets. _ Single Link: If you need just one link, generate it and link it directly to the portal. This single link can be shared with a client or used for a specific purpose, such as a customer support task. By using these methods, you can effectively distribute portal links that align with your customer needs and streamline task creation.

Print and preview

1. Print as QR Code:
   • Select the link you want to print.
   • Click on the three dots (⋮) button and choose the option to print the link as a QR code. This QR code can be shared with customers, enabling them to scan and submit work order requests easily.
2. Preview the Portal: If you want to see how the portal looks and functions, click on the Preview button. This allows you to view the portal from the customer's perspective and ensure everything is set up correctly.

These options allow you to manage and distribute portal links efficiently, ensuring a seamless experience for both you and your customers.

Work order categories

To create a new work order category, follow these steps:

1. Click on Create Category.
2. Fill out the following details: _ Name (Required): Enter the name of the category. _ Local Name (Optional): Provide a localized name (e.g., in Arabic) if needed. * Description (Optional): Add a brief description of the category. After creating the category, you can assign it to any work order to help organize and categorize tasks efficiently.

Asset Types

What is asset type ?

An Asset Type is a classification used to categorize assets based on their characteristics or functions. Asset types are helpful for organizing assets, generating reports, and applying filters. For example, you can classify assets into types such as Machinery, Vehicles, Equipment, or Infrastructure. By assigning asset types, you can quickly filter and report on specific categories of assets, making it easier to manage and analyze asset data.

Create asset type

To create a new asset type, follow these steps:

1. Click on Create Asset Type.
2. Fill out the following details: _ Name: Provide a name for the asset type. _ Local Name (Optional): Enter a localized name if needed (e.g., in Arabic). * Color: Choose a color to visually represent this asset type.

After creating the asset type, you can assign it to assets when managing or creating new assets, making it easier to categorize and filter them.

Work order Report

The Work Order Report contains the following columns to help track and manage work orders:

• Work Order Serial #: Unique identifier for each work order.
• Client: The client associated with the work order.
• Creator: The person who created the work order.
• Created At: The date and time the work order was created.
• Due Date: The deadline for completing the work order.
• Start Date: The date the work order is scheduled to start.
• Status: The current status of the work order (Open, In Progress, Done, Cancelled).
• Priority: The assigned priority of the work order (None, Low, Medium, High).
• Is Overdue: Indicates whether the work order is overdue.
• Opened By: The person who opened the work order.
• Opened At: The date and time the work order was opened.
• In Progress By: The person who set the work order to "In Progress."
• In Progress At: The date and time the work order was set to "In Progress."
• Done By: The person who completed the work order.
• Done At: The date and time the work order was marked as done.
• Cancelled By: The person who cancelled the work order.
• Cancelled At: The date and time the work order was cancelled.
• Assigned To: The technician or team assigned to the work order.
• Work Order Categories: The category assigned to the work order.
• number of Form V2: The number of Forms associated with the work order.
• Score: Performance score or evaluation tied to the work order.
• Is Completed: Indicates whether the work order is fully completed.
• Is Dunning Allowed: Indicates whether dunning (reminder for overdue tasks) is allowed for the work order.

Filters

To filter your work orders, follow these steps:

1. Click on Filters to open the filter options.
2. Choose from the following filter criteria:

• Status: Select one or more statuses (e.g., Open, In Progress, Done, Cancelled).
• Priorities: Filter work orders by priority (None, Low, Medium, High).
• Contracts: Search and select contracts associated with work orders.
• Teams: Filter by specific teams.
• Reps: Filter by reps assigned to work orders.
• Forms: Search for specific forms used in work orders.
• Group By: Group the work orders by selected criteria.
• Is Overdue: Filter by overdue status (Any, Yes, No).

3. Find By filters:
   • Creator: Select the creator of the work order.
   • Done By: Filter by the person who completed the work order.
   • Cancelled By: Filter by the person who cancelled the work order.
   • Opened By: Filter by the person who opened the work order.
   • In Progress By: Filter by the person who marked the work order as "In Progress."
4. Client-related Filters:
   • Clients: Search and select clients.
   • Client Locations: Search for specific client locations.
   • Client Tags: Filter by client tags.
   • Area Tags: Select area tags.
   • Client Chains: Select client chains.
   • Client Channels: Filter by client channels.
   • Cities: Select cities.
   • Regions: Filter by regions.
   • Countries: Select countries.
5. Asset-related Filters:
   • Assets: Search and filter by assets.
   • Asset Units: Search for specific asset units.
6. Work Order-related Filters:
   • Work Orders: Search and select specific work orders.
   • Work Order Categories: Search for work order categories.
   • Work Requests: Search and filter by work requests.
7. Date Filters:
   • Due Date: Filter by due date.
   • Start Date: Filter by start date.
   • Created At: Filter by the date of creation.
   • Done At: Filter by the completion date.
   • Cancelled At: Filter by the cancellation date.
   • In Progress At: Filter by when the work order was set to "In Progress."
   • Opened At: Filter by when the work order was opened.
8. Show Details Options:
   • Include Done By...: Include details about who completed the work.
   • With Client Location: Show client location details.
   • With Forms: Include forms used in the work order.
   • With Work Order Request: Show related work order requests.
   • With Work Order Categories: Include work order category details.
   • With Assigned To: Show details of who the work order was assigned to.
   • With Asset Units: Show details about asset units.
   • With Assets: Include asset details.
   • With Teams: Show team details.
   • With Tags: Include tag information.
   • With Channel: Show client channel details.
   • With Chain: Show client chain details.
   • With Invoices: Include invoice details.
   • With Contract Serial Number: Include contract serial number.
   • With Contract Title: Include contract title.

Export to Excel

To export your filtered work order report to Excel:

1. Apply the desired filters to your work order report (e.g., by status, priority, client, etc.).
2. Once the report is filtered, look for the Export button on the report screen.
3. Click on Export to Excel.
4. The system will generate an Excel file containing the work order report based on your selected filters and criteria.

Schedule email

To schedule a report to be sent via email, follow these steps:

1. Email Subject: Enter the subject line for the email.
2. Emails: Input the email addresses of the recipients (you can add multiple email addresses).
3. Frequency Settings:
   • Every: Select the frequency (e.g., daily, weekly, monthly) at which the report should be sent.
   • Full Day/Last/Current: Choose the report period:
     • Full Day: Includes the entire day’s report.
     • Last: Refers to the last completed period (e.g., last day, last week).
     • Current: Refers to the current ongoing period (e.g., current day, current week).
4. Time of Day: Select the time of day the email should be sent.

The scheduled email will include any applied filters, ensuring that the recipients receive a customized report with only the specific data you need.

Once configured, the report will automatically be sent to the specified emails at the selected frequency and time.

Show/Hide Columns

To customize the columns displayed in your work order report:

1. Click on the green button located on the right side of the screen.
2. A panel will appear where you can select which columns you want to show or hide.
3. Check or uncheck the boxes next to each column name to define the visible columns. This feature allows you to tailor the report view to show only the most relevant data.