FHE Work Orders

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FHE

Work Orders

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    Make the client and the job in Sage, then put the job number here.

    Who are you out with today?

    Nobody on them and no day. Give one a day and a name and it moves onto the board.

    Take one nobody is on and it moves up to yours. Anybody else's opens to read only.

    Work orders, oldest first
    Key Issued Open Client Description Who Status Scheduled Next step Move it on

    Completed work orders, newest first
    Key Completed Client Description Job number Who Printed Print

    open in progress final expiring within 60 days, expired, or corrections due

    Permits, newest pulled first
    Permit Type Client Address Permit is for Status Pulled Expires Last insp. Work order L&I result Ask

    Make a new work order

    Fill in what you know. Only the client, and residential or commercial, are needed to create it. Everything can be changed later.

    Which numbers

    Day and time, if you have one

    Ask for a work order

    This goes on the office's list and they make it. You do not need to ring or message anyone.

    Ask for an inspection

    This goes on the office's list. Inspections are Wednesdays: asked for before 4:00 PM Tuesday it can be that Wednesday, after that it's the next one. You'll see the day here once it's booked.

    What's being inspected

    Request a permit

    A brand new permit, or more work on a permit we already have?

    Add to which permit?

    What's being added

    If the building has its own address, like an ADU or a second house, it needs a new permit.

    Only to correct this same site's address, a typo or a county renumbering. A different address or parcel needs a new permit.

    Request a permit

    The office pulls it in the L&I portal and puts it on the list. You'll see it here when it's made.

    Make a work order

    For the accounts this keeps happening on. Anything else, ask the office and they will make it.

    Work order made

    Put that number in HH2 with your hours before you leave the job. The office will check the rest.

    How to use this

    Close these work orders

    This goes on every one of them, and into the audit trail against each.

    See exactly which ones 
    
      
    

      
    
      
    

      
        
        
        
      
    
    
      

  
  
  
    
    
    
      
    
        
        
        
        
      
    

      

      
      
    
    

    
    
      
    
        Audit trail, newest first
        
          
    
            When
            Who
            What
            Record
            
            Job
            Field
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    Work order
    
      
    

      
      
    
        
        
      
    

      
      
    
        
        
      
    

      
      
    
      
      
    

      
      
    
        
        
    
      
    

      
      
    

      
    
        
    The office record
    
        
    
          
          
        
    
        
        
        
        
      
    

      
      
      
    
        
    Where it stands
    
        

        
        

        
        
    
          
    
            Calls and messages
            
            
          
    
          
      
          
      
            
            
            
            
            
            
            
          
      

          
          
      
            
            
      
          
      
        
      
      
      
      
      
        
      Getting there
      

        
        
        
      
          
          
        
      
        
      
      

      
      
        
      Who and when
      
        
        
      
          
          
      Scheduled
            
      
              
              
            
      
            
          
      
        
      
        
        

        
        
      
          
      
          
          
      
          
      
            
            
          
      
        
      

        
        
      

        
        
      
          
        
      

        
        
      
      

      
      
      
        Photos on this job
        
      
        
      
        
      
      

      
      
      
        Inspection
        
      
        
        
          
          
          
        
        
        
      
        
          
        
      
      

      
      
      
        Materials, parts and hours
        
        
      

        
        
        
      

        
        
      
          
      
          
            
            
          
        
      

        
        
        
      
          
      
            Journeyman hours
            
            
          
      
          
        
          
        
            
            
            
            
            
            
            
            
          
        
        
        

        
        
        
          
        
            Apprentice hours
            
            
          
        
          
          
          
          
            
            
            
            
            
            
            
            
          
          
        
          
      
          

      
          
        Completion and billing
        
        
          Empty means open. This is what the whole list counts on, so the button below is the usual way to set it.
          

        
        
          
      
          

      
      
          
        
          
        
          
          
          
          
        
          
      
          

      
      
          
        
          Already done. Who did it, which day, and how long?
          
        
          
        
          
          
          
          
          
        
          
        
          
          
          
        
          
      
          

      
      
          
        
          This says cancelled. Cancel the job so it leaves the board and is not billed?
          
        
          
          
          
        
          
      
          

      
          

      
        
        
        
        
        
        
        
        
      
    
          
            

  
  
    
          
      
          Permit