Managing Work Orders with Service Tracker Boards in Ontraccr (Use Case)
🛠️ Managing Work Orders with Service Tracker Boards in Ontraccr
Overview
Service Tracker Boards are designed for managing service work orders, quotes, and jobs — especially for short-term, fast-moving projects like repairs, inspections, or maintenance tasks. These boards offer a visual pipeline to manage service workflows efficiently.
🎯 Who Uses This
- Service departments handling field work and client requests
- Dispatch teams managing technician schedules
- Project managers overseeing service contract jobs
🔧 Key Features of Service Tracker Boards
- Track service jobs across statuses like Quote Submitted, Work Scheduled, Work Complete
- Include all job-specific details in each card (client, site, assigned tech, etc.)
- Use templates to spin up consistent service workflows
- Link each card to a specific project or client
- Enable automations based on status changes or form submissions
- Used with Dispatch forms that link the Service Board to the Field schedule.
🧭 Typical Service Tracker Workflow
- Job request comes in
- A card is created manually or through a form
- Card enters “New Request” or “Quote Needed” status
- Quote is prepared and sent
- Card moves to “Quote Sent”
- Once accepted, service is scheduled
- Status becomes “Work Scheduled”
- Technicians complete the job
- Card is moved to “Work Completed” or “Closed”
🧩 Suggested Statuses
- New Request
- Quote Needed
- Quote Sent
- Awaiting Approval
- Work Scheduled
- In Progress
- Completed
- Closed
📝 Example Fields for Each Service Card
- Client Name
- Linked Project or Site
- Requested Service
- Technician Assigned
- Quote Amount
- Status
- Estimated Start and End Dates
- Notes or Attachments
📚 Using Templates
To simplify setup:
- Use the built-in Service Tracker card template from Ontraccr’s template library
- Or create your own custom service board template for reuse
🧠 Tips & Edge Cases
- Use Timeline View to see which service jobs are active or overlapping
- Use filtering to view only jobs assigned to specific technicians
- If your company has long-term contract jobs, use Project Tracker Boards instead
- Combine with forms and workflows to automate card creation from incoming service requests