Summary
This article will explain how a technician can create a new work order inside the ServiceBox Mobile application.
User Permissions
To create a work order, users must have the correct permissions. By default, Basic Users are allowed to create new work orders.
Steps to Create a New Work Order
1. Log into the ServiceBox App
If you haven't installed the app yet, follow the installation instructions here.
2. Access the Web View
After logging in, navigate to the web view of the application—this can typically be accessed from the Home screen.
3. Tap the "+" Button
In the top right corner, tap the + icon. This opens a menu where you can create new items like Customers, Job Sites, Work Orders, Quotes, or Recurring Work Orders.
4. Select “Work Order”
Tap Work Order. This will open the work order creation screen.
Required Fields
To save a work order, you must complete the following fields:
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Bill To – The customer for whom the work is being done.
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Job Site – The location where the work will be completed.
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Assigned To – The technician responsible for the job. (Admins can assign others; Basic Users are assigned by default.)
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Description – Details of the work to be done.
Note: Any custom required fields set by your organization will also display a red asterisk *
Adding new Customers
If you need to create a new customer for a work order you can add a new customer by click on the blue add link beside the Bill To. Once you click on this link you will be taken to the new customer entry:
Populate the required fields and enter in an address for the customer. You can choose to create a new job site with the customers address by checking off "Create First Jobsite".
Click Save to save the customer. Once you do the new customer will be selected and the job site.
Adding new Job Sites
If you need to create a new job site for a customer you can add a new job site by clicking on the blue link add next to the Job Site label. Once you click the add button the Add job site pop up appears.
Enter Fields and Save Work Order
Once you enter in all of the required fields click save and the work order will be ready to be scheduled.
Need Help?
Contact support by clicking the Help button in the bottom corner of your screen when logged in or email us at support@jobboxsoft.com.