Work Order
A Work Order is a formal document that authorizes and describes a specific service task, such as equipment installation, preventive maintenance, repair, or technical configuration, assigned to a field service technician or service team and tracked through execution and completion. For B2B companies with field service operations, industrial equipment vendors, telecommunications providers, facility management companies, work orders are the primary unit of service delivery management. CRM-connected field service management tracks work orders from creation through scheduling, assignment, execution, and customer confirmation, giving account managers visibility into the service activities being delivered to their accounts and providing the data for service performance analysis.
A work order is an instruction to perform specific service or maintenance work, common in field service and manufacturing, detailing the task, location, parts, and assigned technician. Linked to the CRM, work orders connect to the customer account and originating case, so service delivery, history, and the customer relationship stay joined up. This matters for businesses where on-site service is part of the product.
Frequently Asked Questions
An instruction to carry out specific service or maintenance work, detailing the task, location, parts, and assigned technician, common in field service.