Work Orders

Work orders in GRX are the executable breakdown of a job: they list tasks and items (parts/labour) that technicians complete and that feed into invoicing. A work order is typically created from a job and moves through statuses (e.g. Draft → In progress → Completed).

What you can do

• Create work orders from jobs — From a job, create one or more work orders. The work order inherits context (customer, vehicle) and can list tasks and items.
• Add tasks and items — Define what needs to be done (tasks) and what parts/labour are used (items). Items can link to your products and services for pricing and stock.
• Update work order status — Move work orders from Draft to In progress to Completed so progress is visible and invoicing can be triggered when appropriate.
• View work orders in Cards or Table view — Switch between card layout and table layout for listing and filtering work orders.
• Generate invoice from work order — When a work order is completed, use it to create or update an invoice so the customer is billed correctly.

Workflow: Job to work order to invoice

1. Create or open a job — Ensure the job has customer, vehicle, and any high-level description.
2. Create a work order — From the job, create a work order. Add tasks (e.g. "Oil change", "Brake check") and items (parts and labour with quantities and prices). Save as Draft if not yet started.
3. Start work — Set the work order status to In progress. Technicians complete the tasks and consume parts as needed (if inventory is tracked).
4. Complete work order — When all work is done, set status to Completed. Optionally add notes or final quantities.
5. Invoice from work order — Use the action to create or update an invoice from the work order. The invoice will include the items and amounts from the work order. Send or print the invoice and record payment in Invoicing.

Relationship to jobs and invoices

A job can have multiple work orders (e.g. for different phases or technicians). Each work order is tied to one job. Invoicing can be done at job level or work-order level depending on how you prefer to bill. Keeping work orders updated ensures that what you invoice matches what was done and supports audit and warranty claims.