What Is It?

A Work Order tracks maintenance and repair jobs performed on your trucks or trailers,  what was done, which shop did it, the cost breakdown, and who gets billed for it.

Where: Maintenance > Work Orders > Create Work Order

How to Create a Work Order

1. Go to Maintenance > Work Orders and click Create New
   When you click Create New, you'll see two options:

   Create Using TruckGPT: upload the shop's invoice or work order document and TruckGPT will automatically extract and populate the details for you

   Create Manually: fill in all the work order fields yourself
   
   
    

2. Fill in the Details:  select the MC, equipment type, unit, and ownership type if you choose to create it manually
    
3. In the Bill To section, check the box next to who should be charged (Driver, Truck, Vendor, or Customer), select the payee, set the amount, and choose the schedule
   
   
    
4. Set Type to Billable to charge the party
5. Set Type to Reimbursable to pay the party back

6. Once saved, the charge flows into the relevant driver or vendor balance and will appear in their next settlement for deduction or reimbursement.

7. Click Save

Finalizing

• Click Mark as Approved once the work order has been reviewed  this locks it and pushes the charge to the relevant balance
• Click Export as PDF to download a formatted copy to share with the shop or keep on file
• Use the Status dropdown to update the work order progress (Open, In Progress, Completed)
  
• Upload the shop's invoice or photos under the Attachments tab
  
  
   
• Record payments made to the shop under the Payments tab
  
  

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.
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