How to Use Work Orders to Piece Out a Job

While we’d like everything to fit into a single box, real life isn’t always that easy.

Sometimes, your work out in the field needs to be split up between several different “mini-jobs”, helping you keep each part of the overall job organized and in progress.

With the JobNimbus roofing software, this can easily be done by creating Work Orders. With them, you can take one overall job for a customer that requires several different pieces and break that job into bite-sized instructions for your team to get done.

Let’s say a homeowner calls in and needs to have their roof inspected. But, when you go over there you realize they’re also going to need a whole new gutter system and brand new siding on one side of the house.

With Work Orders, the roofing, gutters, and siding would each become “sub-jobs” that you can manage as part of the overall job for this homeowner. You can track Types, Statuses, Custom Fields, and even run reports on them.

Even more convenient is you can create those orders from the same estimate you made for the entire job. This way, the estimate includes all the materials and labor you’ll need for the job, but you’ll be able to pick and choose which parts of the estimate go with which order and be able to assign the tasks and materials accordingly.

Splitting Out Your Jobs Into Bite-Sized Work Orders

The first step is to enable Work Orders in your account. To do that, go into your Settings, then to the Features tab. You’ll find Work Orders at the bottom of the list. To enable it, just click Enable. Once enabled, you’ll see two new tabs in your Settings: Work Order Fields and Work Order Types & Statuses. Work Order Fields lets you create new custom fields that you can use to fill out extra information on your orders. Those can be measurements, dates, dollar amounts, or even checkboxes. Work Order Types & Statuses works the same as creating and organizing Types & Statuses for your jobs or contacts. You’re able to create new workflows, assigning statuses to each one, which you can then choose from when creating your Work Orders. Once you have everything set up, you’re ready to start creating your first Work Orders.

When you go to a Job (or Contact) now, you’ll see a new tab for Work Orders. Clicking on the tab will reveal a new link for +Add Work Order. This tool looks and works like the estimate/invoice tool. Right off the bat, you’ll notice several similarities: First, you’ll see the Job this Work Order is attached to.

Then, you get a nifty option to choose whether you want to create this Work Order from scratch (Enter manually) or import it from an estimate on the job (Use existing estimate), which makes things really convenient.

You can choose a design template from one you’ve created in the Templates tab of Settings. For help on creating templates, see here.

You can choose the due date for the Work Order, followed by the Type and Status that you set up earlier.

If you chose to create your order from an estimate, you’ll already have your line items ready to edit, re-order, add, delete, or simply save. If you are creating your Work Order from scratch, you can add line items to the order the same way you would when you’re creating an estimate or invoice.

You can add as many line items as you need, each with its own description and quantity.

You can also add Special Instructions for the recipients, plus an Internal Note that you’ll be able to see without even opening up the Work Order.

Once you’re done, just click + Save Work Order.

You’ll see your order is now created and ready for you to share it with your team.

You will get a preview plus other details that help you manage it. If you click the Action Menu gear icon, you’ll be able to see everything you can do. You can change the status of the workflow, edit it, download it as a PDF, print it, email it, add a note to it, or delete it.

A great way to assign out orders to your team is by emailing it to them directly from JobNimbus, but you can send it however you’d like.

With Work Orders created and assigned out, you’re already much further on your way to getting the overall job completed on time and within budget.

If you have questions or would like to learn more, feel free to leave us a comment below or send us an email to support@jobnimbus.com. We’ll be happy to assist you.

Leave a Reply

Your email address will not be published.

Grow your business

JobNimbus is more than software—it’s a true growth accelerator. Boost efficiency and maximize profit with the simple, all-in-one tool.

Tickets Include

  • Hotel room
  • Unlimited food and beverages (including alcoholic beverages)
  • Transportation to and from the airport in Cabo
  • The event itself
  • Swag bag
  • Workbook
  • One-on-one time with specialists

Room Stats

Room Size | 522 FT² Consider this your all-access pass to excess, dripping in both luxury and ocean views. Available in king-sized or two queens – all featuring 300-count Egyptian cotton sheets.

JNSS Agenda

4:00 PM - Hotel Registration & Check-in

Check into your room, get settled, and prepare for the Welcome Party!

6:00 PM - Rooftop Welcome Party @ Los Gallos Mexican Restaurant

Join us at Los Gallos and start this summit off right! Drinks and hors d'oeuvres will be served.

9:00 PM - After Party @ Moonlight Lounge

Celebrate a day well-traveled with drinks, dancing, and good company.

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - A Look into the Future of JobNimbus

Special announcement from our CEO, Ben Hodson, about new solutions coming to JobNimbus!

10:15 AM - Mastering Your Boards

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

11:30 AM - Automation Domination

Powerful automations build a better business. Let JobNimbus handle the details so you have more time on your hands.

12:00 PM - JobNimbus Best Practices - Customer Panel

JobNimbus Best Practices led by current JobNimbus Superusers.

3:00 PM - Breakout Session #1

  • Creative Hiring @ The Red Pool
  • 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • Product Feature TBD @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • Build Reports That Get Results @ The Red Pool
  • Coffee Talk @ The Eden Pooll
  • Get Connected With Our Integrations @ Moonlight Lounge

7:00 PM - Dinner Party on the Beach

It's a party on the beach in Cabo! Dinner will be served in our custom dug-out beach area. Enjoy this unique experience!

9:00 PM - After Party @ Moonlight Lounge

Put on your dancin' shoes! Leveling up is hard, come let loose at the after party. Grab a drink and chat with great company!

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - The Importance of Company Values

Create more than just a job—establish a culture that no one wants to leave. Discover how to build your business around a core set of values.

10:00 AM - Leverage the Partner in Your Pocket

Learn about our new key features of our mobile app and what it can do to increase your team communication and efficiency.

10:30 AM - Get the Most Out of JobNimbus Integrations

See all the ways integrations can speed up your processes and help you grow your business.

12:00 PM - JobNimbus Best Practices

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

3:00 PM - Breakout Session #1

  • - 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • - Getting Your Team On-Board @ The Red Pool
  • - Simplifying Payments @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • - JobNimbus on the Go @ The Red Pool
  • - Establishing Team Commitment with Workflows @ The Eden Pool
  • - Product Feature TBD @ Moonlight Lounge

6:00 PM  - Crew Party @ Serrenade Terrace (Crew-members only)

Calling all Crew members! We have an exclusive tequila-tasting experience for you, and you guessed it—a cornhole championship!

7:00 PM - Awards Dinner @ Muse Terrace

A thank you dinner to recognize what matters most to JobNimbus: our contractors!

9:00 PM - After Party @ Moonlight Lounge

Saying goodbye is never fun. One last after party to get everyone together with drinks and dancing, of course.

8:00 AM - Breakfast with Execs

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - Simplifying Payments

Payments shouldn't be something to stress about. Let's break 'em down to simpler terms.

9:30 AM - **Special Announcement**

We are so excited to share this special announcement with our attendees! This is something you'll want in on from the front lines.

10:30 AM - Keynote Speaker

Special speaker TBA—stay tuned!

12:00 PM - EVENT END

Do you need help overcoming life's challenges?

I’m here to help! Make the first step to improve your life by reaching out today.