TBX 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 Orders" category on the left side navigation menu:
Click on, "+ 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 "+ 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 using the '+Part' button.
Finally, when you are done with the work order, you have the option to convert 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 - you can Duplicate, Convert to Invoice, Quote/Estimate, or Logbook Service Record. You can also print the work order (creates a pdf), i.e. for a shop traveller, customer or maintenance binder.
Work orders are a powerful tool in building workflows for your shop / maintenance processes.