What is a Work Order?

Why This Matters to Your Business 💼

Work Orders are the engine of your Operations workflow. They tell your dispatchers what needs to be done, when, where, and by whom. Whether it's a single-day move or a multi-day interstate job, each Work Order helps your team stay organized and ensures crews, trucks, and billing are aligned.
Without clearly defined Work Orders, even the best sales teams can't hand off jobs smoothly to operations — and that’s where mistakes, delays, or double-bookings happen. 🚛⏱️

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What’s Included in a Work Order?

Each Work Order contains the full execution plan for a job on a specific day. Here's what you’ll typically find inside:

• Job Date & Time – When the move is scheduled
• WO Status – New, Confirmed, Completed, Cancelled, etc.
• Service Type & Activity – Interstate, Local, Commercial; LD Pickup, Pack & Load
• Customer Info – Contact name, phone, email
• Origin & Destination Address – Complete with map and mileage
• Crew & Trucks – Assigned workers, contractors, and vehicles
• Tools & Equipment – Special gear needed (hoisting, dollies, pads, etc.)
• Pricing Breakdown – Labor, materials, valuation, storage, service tax, and fees
• Photos & Documents – COIs, estimates, permits, site images
• Notes & Logs – Internal instructions, updates, and timestamps
• Payments & Invoices – Deposit status, balance due, and billing actions

This allows every department — Sales, Dispatch, and Field Ops — to work from the same playbook. 📘️

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🔄 Work Orders vs. Work Requests: What’s the Difference?

Work Request	Work Order
Created by Sales	Managed by Operations
Represents a customer inquiry or estimate	Represents an actual booked job
Can include many planned dates	Each Work Order is tied to one job date
May still be pending or unconfirmed	Used for dispatching and job completion
Can be converted to multiple Work Orders	Always reflects a specific service day

🔎 Example:
If a customer is doing a long-distance move with packing on Day 1 and loading + departure on Day 2 — you'll have two Work Orders created from the same Work Request. Each WO will be assigned its own crew, start time, truck, and pricing.

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🔁 How Sales and Operations Work Together

• Sales Team: Converts leads to Work Requests, then confirms jobs and schedules estimates
• Once Confirmed: Sales converts a WR into one or more Work Orders
• Operations Team: Opens the Work Orders, assigns crews/trucks, updates job info, and ensures execution
• Back Office: Handles payments and invoices through the WO screen

✅ This separation keeps planning and execution clear, especially for multi-day or high-volume jobs.

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📲 How Work Orders Connect to the Crew App

If your organization uses the Movegistics Crew App (available on both Android and iOS), Work Orders are automatically pushed to your field teams.

The Crew App is a mobile interface for dispatching crews to:

• 📋 View assigned jobs in real time
• ✅ Complete work orders digitally in the field
• ⏱️ Track time on site, service activity, and progress
• 💬 Communicate job notes and upload photos
• 💼 Feed data back to the office instantly for payroll, customer service, and reporting

When you assign a crew and status a job as Confirmed, the corresponding Work Order appears on their mobile app. Any updates made in Movegistics (job edits, notes, crew changes) sync live with the Crew App — keeping your dispatch loop fully connected.

🔗 For more info on the Crew App, visit movegistics.com/movegistics-crew-app

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🔐 Key Benefits of Using Work Orders

• ✍️ Clear, editable job details per day
• 👥 Easy assignment of workers and trucks
• 💳 Direct access to payment & invoice tools
• 📸 Built-in photo, document, and notes logging
• 🗓️ Syncs with job schedule and crew calendar

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📩 Need help with Work Order setup or have questions? Email us anytime at [e-mail].