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What is the purpose of the Type and Drawing fields in the Work Order?

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The Type and Drawing fields in a Work Order are designed to serve as cross-references to your construction documents. These fields let you identify each Work Order directly to a sheet number or specific section of your construction plans.

Example

Imagine you’re working on a residential remodel and a Work Order is created to add new electrical outlets in the kitchen. By entering the corresponding Type (Electrical) and the Drawing (Sheet E-102), anyone reviewing the Work Order can quickly see the exact location and scope on the construction documents.

Why is this important?

  • Clarity: Ensures the field crew knows exactly where the work applies.

  • Accountability: Reduces confusion between the customer, subcontractors, and your team.

  • Efficiency: Saves time by minimizing back-and-forth communication—everyone can look at the same plan reference.

  • Documentation: Keeps project records organized, especially when reviewing work after completion.

 

In short, the Type and Drawing fields help bridge the gap between project documentation and the tasks your team executes onsite.

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