Today I'm going to talk about the follow-up work order feature in the Field Service mobile app which
is going to make it super easy for technicians to create a work order from when they're completing
a job on a site so today if a technician has the permissions to create a work order and they want
to create a work order they would go into the field service mobile app they would go into
the work orders tab and within that they will be able to go and create a new work order by clicking
on the options drawer here and clicking on new when they do that they have to fill out a bunch
of fields relevant to the service account imagine I'm on site with a customer already bunch of the
data is similar to what the current work order I have been working on but i have to go in and fill
it again so for example the first thing i'll do is select an account for that work order which is the
account that i have been working on similarly i'll go in and select the work order type
which is potentially a diagnosis and repair for an asset i might have just installed
once i select that i have to go in and select the service address for that particular location
the default service address that gets populated is the one associated with the service account
that i just selected but it might be the case that the site that i'm working on is slightly different
and i have to put in the detail of that particular location
once i put that information in
the address the service account the work order type and there are a bunch of other
fields that i might have to put in for the work ordered work for my organization i click on save
and that work order is created successfully i can go and see the details of that work order
that has been created once i refresh and i'll see that work order number 22 has just been created
for my organization now that that's definitely a way for customers and technicians to go and create
that work order but it does become cumbersome when they have to add all of those fields
for that follow-up work order now imagine a scenario with this feature
where you are actively working on a work order and as you finish that work order you are able
to import a lot of the data in that work order into that new work order so i go to my bookings
with this feature when i set the booking status to completed after i have finished off the various
service tasks associated with the booking that booking is closed and when i click on the options
toolbar right here it gives me a new option called follow up when i select this follow-up option it
takes me to the work order creation screen but this time it will show me the basic details of
the work order already filled out based on the previous work that i have been working
on so based on the previous booking it already brings in the service account the billing account
and it brings in the service address of that location you can see that this service address
is the same service address associated with the previous booking and i don't have to change that
the only thing i do have to select is the work order type because the follow-up work
order might be of a different type so i'll select the work order type here click on save
and that will create a new recorder i can go back and check if that work order has been created
and indeed it does show that the work order has been created
with the fields that the technician had populated with the correct status and with the address which
was populated from the previous booking right here this makes it super easy for technicians
to create follow-up work orders when they finish one work order and want to add another one
into the queue without having to enter all the details and reducing friction for them
now this feature does depend on the technicians having access to
and the ability to create work orders so for organizations that do enable that through the
security roles assigned to the technician this will make the flow super easy for them
further besides the fields that i just talked about please refer to our documentation for
the full list of fields which are imported from the previous booking or work order into the new
work order hopefully you find a lot of use for this feature for your organizations and
the technicians find uh find it much easier to create new work orders with this feature.