WORK ORDERS · PROCEDURES · DISPATCH

One record from request to sign-off.

An issue identified becomes a reviewed request, a dispatched work order, a checked-off procedure, and an audited completion — one record the whole way, never re-typed.

Work OrdersOverdue · 3Critical · 1High · 6Open · 14In progress · 5+ Create
IDTITLE ▾TYPESTATUSPRIORITYDUE
WO-1042Replace AHU-3 drive beltReactiveIn progressHIGHFri Jul 17 OVERDUE
PM-221Quarterly chiller inspection recurs weekly · Mon, ThuPreventativeOpenMEDIUMMon Jul 20
WO-1041Elevator #2 door sealReactiveOpenHIGHTue Jul 21
3 selectedEdit fieldChange statusChange due dateExport CSVClear

The real list: click-to-filter stat chips, inline editing, governed bulk status and due-date changes, CSV export — the list works offline and queued changes sync.

THE PIPELINE

Request → Review → Dispatch → Execute → Sign off

STEP 1

Request

Anyone raises an issue — title, priority, details.

STEP 2

Review

A supervisor accepts or rejects with a note. Accepting creates the linked work order.

STEP 3

Dispatch

Drag it onto a technician's shift — skill match and current load shown live.

STEP 4

Execute

The attached procedure walks the tech through it — autosaving, even offline.

STEP 5

Sign off

Completion, parts cost, and history land on the room, the asset, and the audit trail.

PROCEDURES

Checklists with teeth

Build a template once in the drag-and-drop builder — eleven field kinds, from pass/fail inspections to meter readings bound to real meters — and attach it to any work order or recurrence.

TextNumberChecklistInspection · Pass/Flag/FailPhotoSignatureMeter readingSub-procedure
Conditional logic: a failed check can raise a corrective work order automatically or reveal follow-up fields.Work orders snapshot their procedure — editing the template never rewrites history.
Belt & sheave inspectionPreventative
Guard removed, lockout verifiedPASS
Belt tension reading · METER: TENSION-4 (mm)4.2 mm
!Sheave wear checkFAIL
AUTOCorrective work order raised → WO-1044 · sheave replacement
Autosaves every edit · works offlineSaved ✓

SCHEDULE & DISPATCH

Drag the job to the right pair of hands

One page, two modes: a month/week calendar of everything scheduled — recurring occurrences included — and a dispatcher board where unassigned work drags onto technician shifts, ranked by skill match.

DISPATCHER · FRI JUL 17SKILL MATCH LOADED

UNASSIGNED · 3

WO-1041 · Elevator #2 door seal

Reactive · 90 min · Mechanical

92% match · dragging…

REQ-088 → WO · Breakroom leak

Reactive · 45 min · Plumbing

PM-224 · Generator load test

Preventative · 120 min · Electrical

06:0009:0012:0015:0018:00
M. RIVERA92% · 2 active
WO-1042 · AHU-3drop to assign
T. KWON64% · 3 active
PM-221 · chillerWO-1038 · dampers
J. PARK41% · 1 active
WO-1036 · lighting

Skill match is fetched the moment a drag starts — rows re-rank live, best pair of hands first.

TEMPLATES

Preventative work that schedules itself

Recurrence rules — weekly · Mon, Thu or monthly · day 1, 15 — generate work orders on schedule. Completing one materializes the next; skipped occurrences show as missed, never silently dropped.

PM-221Quarterly chiller inspectionweekly · Mon, Thu

VENDORS

Subcontractors, no logins required

Dispatch a job to a vendor and they get a secure magic link — accept, mark complete, upload the report, add notes and photos, all from their phone. Their work lands in the same record, same audit trail.

Northgate Mechanical · WO-1042IN PROGRESS

Dispatched — emailed a secure no-login link

Resend linkRequest reportRemove

Watch a request become a signed-off work order.

The walkthrough runs the full pipeline live — review, dispatch, procedure, audit.

Request a walkthrough
Work Order Management Software — UrbanConsole