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Defining your Business Process for Work Orders is a continuation from the last blog – Business Process for Scheduling Work.

As noted in the previous within ePonti there are 2 ways of assigning work – Scheduling or Work Orders. The difference is a Work Order assigns work for a specific Day as in a Scheduling there are multiple Daily Work Orders providing the ability for a User to post their completed Tasks for a specific Daily Work Order. For example in the Pre Wire Stage of the Project you would utilize Scheduling and for the Finish Stage utilize Work Orders.

Work Order – is the Process of selecting Tasks to be completed on a Day which could have multiple Resources. This provides a Work Order for the selected Resource(s) posting to the Schedule and sending them an E-Mail notifying them of the upcoming work. In this article we are go through the process of Work Order – refer to the previous for Scheduling.

Creating the Work Order
Similar to Scheduling, once inside ePonti you access the Project Tasks View where you are able to filter by various means to display a list of Tasks you are ready to assign. The process now is to select the Tasks, Start Date and Resource(s) then to begin the assigning part of ePonti select the Work Order icon button. After posting these new Work Orders to the Calendar it sends out E-Mail notifications to the Resources then it generates a Purchase Order Request for the select Products to be order in time for Installation.

Fulfilling Work Order
Now it is the Resources responsibility to fulfill their Work Orders. By simply opening their Calendar the Resource opens their Work Order next they will need to include the Tasks they completed for the day then update their Actual Hours, Date, Status, Cost Code, and Pay Type.

To obtain the complete White Paper – Work Order Process click here

This is the beginning of the various Business Processes which ePonti accomplishes. Next, we will review the Business Process – Purchasing.

Founded in 2006, ePonti is the on-demand web based business solution for electronic systems contractors, builders and trade partners. ePonti has helped companies improve their business execution by offering flexible solutions and expert professional services.

ePonti takes a unique approach to project and business management. We provide industry leading functionality, but unlike vendors that force you to change your process to fit their tools, we’ve designed a solution with you and your team in mind. ePonti is flexible and easily configured so that you can introduce powerful new capabilities – when and where your organization is ready for them.

ePonti provides a powerful suite of integrated project and business applications that include quotes, CRM, project management, change orders, service, time and expense, document management, accounting integration, reporting and more. Our software is easy-to-use which shortens the learning curve and promotes adoption.

Users can easily configure ePonti to their business process project flow, approvals, item capture and financial reconciliation. In addition our ePonti link offers integration to QuickBooks, Peachtree, Salez Toolz and D-Tools.

ePonti is an on-demand project and business solution, which means significantly lower costs and higher ROI for your organization. You can be up and running within days of subscribing. We provide the latest innovations and functionality as we deliver them.