How to create a work order (web)

Creating a new work order in Rapid Fleet is a straightforward process that helps you document, assign, and monitor maintenance tasks for any equipment. Follow the steps below to get started.

Creating a Work Order from the General section

1. Open the New Work Order page 

• From the left-hand menu, select New Work Order (you will be in the General section).

2. Choose the Equipment

• In the dropdown list, select the piece of equipment for which you want to create a work order.

3. Enter Work Details

• In the Details section, provide any relevant information about the task or issue that needs attention.
• If the unit needs to be placed Out of Service, enable this option here. Doing so automatically updates the equipment status to “Out of Service” in ERP.

4. Select Reported By

• Indicate who is reporting the issue by choosing the appropriate individual or role.

5. Assign to a Mechanic (Optional)

• If desired, use the dropdown to assign the work order to a mechanic or another team member.

6. Attach Photos (Optional)

• If additional images or documentation are needed, you can either drag and drop files or select them from your computer.

7. Create the Work Order

• Click Add Work Order to finalize and record the new work order.

8. View Your Work Order

• To see all existing or newly created work orders, select Work Orders from the left-hand menu.

Creating a Work Order from Scheduled Service section

If a unit has assigned scheduled service plans, you can also create the work order directly from the Scheduled Service section:

1. In the New Order screen, click on Scheduled Service.

2. Select the Equipment from the dropdown.

3. Choose the Service plan you want to perform.

4. Click on Add Work Order to create the work order.

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