Manage your work orders

Create a work order

• Navigate to the “Work Orders” page
• Click on the “New Work Order” button
• Complete the fields in the form:
  • Date: Select the date of the work order
  • Number: A unique identifier for the work order, it is automatically generated and read-only.
  • Project: Choose the project associated with the work order
  • Project display name (optional): Enter a custom display name for the project. If your project name in Civalgo is different from the one you want to share with your client, you can change the field here.
  • Customer name: Select the associated customer, it is automatically selected by default when you choose the project.
  • Customer address: The full customer address, it is automatically selected by default when you choose the customer.
  • Contact email: Enter the contact's email address
  • Contact number (optional): Enter the contact's phone number
  • Description (optional): Add a detailed description of the work order
• Adding items to the work order:
  • Click on “+ Add” to add a new item
  • Fill in the fields:
    • Task: Select the task associated with the item
    • Description: Fill in item details
    • Quantity: Fill in the planned or completed quantity
    • Unit: Select the appropriate unit of measurement
    • Unit price: Fill in the unit cost of the item
• The total is automatically calculated based on quantities and unit prices.
• Click “Confirm” to create the work order.

Create a work order from a daily log

• Navigate to the “Daily Reports” page
• Select a daily log
• Click on the “Sharing” tab and then click on the “Work Orders” subtab to view the list of work orders.
• Click on the “+ New Work Order” button at the top right of the page.
• Complete the fields in the form. Fields work the same way as when you create a work order outside of the daily log except for the project.
  • Project: Select the project to create articles automatically based on the content of your daily log. If you have employees, equipment, or materials in this report that are associated with tasks in the selected project, items will be created with the tasks, description, quantity, unit, and rates pre-filled for you. You can then change anything you want if the costs you want to show to the customer are different from your internal costs.
• Once the information is verified, click “Confirm” to create the work order.

Request a signature on your work order

• After creating a work order, click on the “...” menu (three dots) located at the end of the line in the work order list.
• Select “Request a signature” from the dropdown menu.

Request a handwritten signature

• In the “Request a Signature” window, make sure that the “Handwritten” tab is selected.
• Complete the following fields:
  • Signer: Enter the name of the person who will be signing the document.
  • Signature: Use the drawing area to capture the handwritten signature.
• (Optional) Check the “Send a copy” box to send a copy of the signed work order by email.
  • Enter the email address in the “Email” field provided for this purpose.
• Click “Confirm” to save the signature.

Request a digital signature by email

• Switch to the “Email” tab in the “Request a Signature” window.
• Click on the “Add a guest” button to add an employee present in your Civalgo platform and select a signatory from the drop-down list
  • If you want to share the work order with someone who is not employed in your Civalgo platform, you can use the button to the right, click on “Add an external guest” to add an external person.
• Click “Confirm” to send the signature request by email.