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Adding work orders to a route already started

Adding an address to a in progress run

Written by Plannit IT

A started route cannot be modified until it is completed. However, you might need to add tasks/work orders to a technician during the day (i.e. emergency work, new customer in the same area as the route, etc.).

Plannit allows you to add a work order to your technician's day in real time, while waiting to make the modification to the route once it is completed, here's how :

From the Job tab, create a new job if it is a new customer (or search for the existing job if it is an existing customer) :

  • Create a new work order by clicking on + Work Order

  • Choose the employee you want to assign the work order to in Resource.

  • Notify your employee in the Internal Comments section at the bottom of the work order with "@employee name" to select him/her and leave message. Your employee will be notified on the bell.

Note

We suggest that you mention in the comment that your technician must leave the road to see the new work order in Activities (see example below)
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Technician's point of view :

By clicking on the tile the technician will be able to see the information of the work order.

Important

When the route is complete, it is important to add the work order directly to the route so that the work orders all end up in the same place for future trips.

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