Building a Work Order
Work Orders are a Staging Ground for Estimates, Tracking Work, Billing Clients, and Printing Logbook Records
The AD Toolbox gives users the ability to track or plan maintenance work, which includes labor, parts, and information about the work completed (or to be completed) on an aircraft.
Work orders can be tied to Aircraft Profiles or live on their own, and can be used to drive the following workflows:
- Build a quote or an estimate for a customer to approve maintenance or inspections
- Build maintenance logs of work performed and parts used
- Invoice a customer all at once or as work is completed
- Print a logbook service record ("LSR") as a full or quarter page
To build a maintenance work order, navigate to the "Work Order" category on the left side navigation menu:
Click on, "Create New Work Order":
This will bring up the work order itself, where the top has aircraft and customer information, alongside a place to add any documents; and a bottom area where you can begin to list the work:
To add a discrepancy, click on the "Add Discrepancy" button and fill in the description of the discrepancy / work, and hit "Save Changes":
If a work order requires parts, you can click on the Parts tab, where you can add parts. i.e.,
Finally, when you are done with the work order, you have the option to create this order into a quote, an invoice, or a logbook service record ("LSR"). To select any of these options, click on the "Tools" button above:
This will bring up a pop up to select the appropriate action: