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Status Needs review
Workspace Texada Web
Created by Guest
Created on Jan 31, 2025

Ability to have default comments appear on labor lines on work orders

Similar to how marketing codes work in SRM, it would be nice to have the ability to have default comments/headings appear every time a labor line is added to a work order, and the technician then adds there comments from there, for a few reasons:

  1. There is consistency with how the work orders are completed no matter the technician & the documents look consistent for the customer. The information is clear & concise, not rambling.

  2. The techs are reminded/prompted/required to put down all of the relevant information on the work orders because there is headings advising them what information is required.

For example, bolded headings could be default comments that appear:

WORK PERFORMED:

-Tech adds comments

FOLLOW UP WORK:

-Tech adds comments

NOTES:

-Tech adds comments

How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? Everyone
What problem is your idea trying to solve?

Having work orders being filled out the same for all technicians to provide consistency to our customers while also ensuring all required information is captured on each labor line.

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