User Guide/Work Orders

Field Operations & Work Orders

Create work orders, assign technicians, plan routes, and track parts usage for field service businesses.

By the Noematic team ·

Create a work order for Jane: AC unit repair at 123 Main St, urgent priority
Assign the work order to technician Mike
Schedule the work order for tomorrow at 9am
Complete the work order — used 1 compressor ($350) and 2 filters ($25 each)
Show me today's route plan

Click the copy icon to copy a prompt, then paste it into your Noematic chat.

Work Orders

For field service businesses — HVAC, plumbing, electrical, cleaning, landscaping, and more.

Using Chat

Create a work order for Jane: AC unit repair at 123 Main St, urgent
Assign the work order to Mike
Schedule the work order for tomorrow at 9am
Complete the work order — parts used: 1 compressor at $350, 2 filters at $25 each
Show me today's route plan for Mike

Using the Dashboard

OperationsWork Orders
All
Open
Assigned
Scheduled
In Progress
Completed
Canceled

Creating a work order manually:

1

Switch to Edit mode

2

Click Add Work Order

3

Fill in title, priority, assigned to, location, and client

4

Click Save

Enter title...
Enter description...
Select...
Select...
Enter assigned to...
Enter location...
Enter scheduled date...
Select...
Save
Add Work OrderEditDelete

Work order statuses:

OpenAssignedScheduledIn ProgressCompletedCanceled

Priority levels:

LowNormalHighUrgent