Creating work orders in Xactimate online
Updated
by
Jill Bowers
Work orders are sheets that you create for subcontractors or in-house crews that specify what work needs to be done. There are four types of work orders, based on how they’re priced:
- Prices can be entered from the estimate.
- Prices taken from the estimate can be reduced by a percentage.
- Prices can be based on selected component costs.
- Prices can be excluded from a printed work order.
You can find the Work Orders feature in an open estimate under Tools. When you select Work Orders, a dialog box appears.
Select Add to create a new work order. You can also select an existing work order and click Edit to make changes to it; select an order and click Delete to remove an order; or select one of the choices from the Options dropdown menu.
Work Orders are simple to create and are made up of five pages: Job Info, Item Filter, Notes, Item List, and Print.
Job Info
The Job Info page is where the basic information about the work is located, including the name of the subcontractor company and the contact, the address where the work needs to be done, overhead and profit (O&P), labor minimums, tax information, and job notes. If any of this information is in the estimate already, it is automatically populated in the Job Info page. You can edit the data if needed.
Item Filter
On the Item Filter page, you can choose what item categories you want included in your work order. You can also reduce prices by category by a percentage and select what components to include. Additionally, you can select if you want to include all rooms and areas or only certain rooms. Select checkboxes next to the items you want to include based on who repaired them: contractors and/or homeowners.
You can use defaults instead by selecting the Default Options... button.
To create a blank work order, select the Create Blank Work Order checkbox.
Notes
You can add notes for categories and rooms on the Notes page. You can also load defaults or save new notes as defaults that you can use again in other work orders.
Item List
The Item List page displays information about items from the estimate. On this page, you can change information about the items, including O&P, Unit Price, and Total.
To change the prices of line items, select the Reset Prices from Price List... button and choose the desired price list. You can also select the Accept Bid Prices button to let bid prices change the prices in the work order and the estimate.
From the Print page, in the Print Options tab, you can choose what report to print. The options include:
- Blank Work Order Report (By Category)
- Blank Work Order Report (By Room)
- Component Report
- Work Order Report (By Category)
- Work Order Report (By Room)
You can also select options to include in the report, such as coversheets, component breakdowns, category notes, and other information. From the Price Info tab, you can review pricing information in the work order. When you’re ready, you can export your report to a PDF or email a PDF report.
When you are finished making your selections, click Close. When prompted, be sure to save your work order.