Equipment Work Orders are for accounts looking to formalize the process of tracking or requesting equipment related services or repairs. This form can provide a detailed breakdown of the required work and generate a branded PDF for your records.
Equipiment Work Orders are available on both Aimsio’s web portal and on mobile devices.
Equipment Work Orders can not currently link to Jobs as a Non-recurring Billable.
Creating and Submitting an Equipment Work Order
Navigate to Eq. Work Orders on Aimsio’s left menu and select New Equipment Work Order on the top right.
- The following form will appear:
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Equipment Information - Here you can attribute a date (required) and invoice number, as well as indicate which job this work order pertains to. Your Unit # will pull in a full list of Equipment as defined in your Master Data.
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Work Order Information - This configured list can include any number of standard services or circumstances you’d like to record.
Once you have completed your work order, you can Save and Close the form, Generate a branded PDF, or replace the current PDF with a manually signed copy (Upload PDF)
At any time, you can download a copy of the PDF, or view any changes/revisions to the form.
How to Edit, Duplicate or Download an Equipment Work Order
Editing, Duplicating and Downloading an Equipment Work Order works like every other web form in Aimsio. Please view our Form Fundamentals guide for more information.
