Course Code: SVC-02
Goal: Learn to create, track, manage, and close service work orders within the CUBE Service Module to ensure timely, traceable, and efficient service delivery.

Session Overview

Duration: 1 Hour
Format: Instructor-led (Microsoft Teams or in-person)
Level: Beginner to Intermediate (Service coordinators, dispatchers, field tech leads)
Resources Provided:

• Work Order Lifecycle Visual Guide
  
• Sample Work Order Template
  
• Technician Calendar View (Desktop + Mobile)
  
• Service Status Color Key
  
• Mobile App Quick Start Guide
  
  

Learning Objectives

By the end of this session, participants will be able to:

• Access and navigate the Work Order sub-module
  
• Understand and apply each stage of the service work order lifecycle
  
• Create new work orders with complete operational context
  
• Assign technicians, estimate labor hours, and manage schedules
  
• Use the CUBE interface (desktop + mobile) to monitor and update order status
  
• Utilize calendar views to coordinate schedules and avoid conflicts
  
• Complete a full-cycle work order exercise: from request through invoicing
  
  

Session Agenda

2.1 Accessing the Service Work Orders Sub-Module

• Overview of the service dashboard navigation
  
• Locating and filtering the Work Orders section
  
• Understanding user roles: dispatcher, technician, manager
  
• Reviewing recently completed vs. active work orders
  
  

2.2 Work Order Lifecycle: Open → Reviewed → Invoicing → Closed

• Understanding status transitions and approval checkpoints
  
• What happens at each stage:
  
• Open – Created and scheduled
  
• Reviewed – Verified by coordinator/manager
  
• Invoicing – Approved for billing
  
• Closed – Finalized, with documents and signatures complete
  
• Best practices for managing order flow efficiently
  
  

2.3 Visual Indicators: Red, Yellow, Green

• Color-coded statuses to quickly understand work order health:
  
• Red – Overdue or urgent
  
• Yellow – In progress or pending assignment
  
• Green – Completed and confirmed
  
• Using filters and dashboard widgets for fast visual tracking
  
  

2.4 Work Order Structure and Required Fields

• Detailed walkthrough of work order creation form:
  
• Site – Where the service is being delivered
  
• Project – Optional association with larger project
  
• Requestor / PO – Contact and authorization info
  
• Priority / Category / Type – For internal routing and urgency
  
• Scheduled Start / End – Defining work window
  
• Attaching notes, documents, and estimate references
  
  

2.5 Managing Technician Assignments and Estimated Hours

• Adding technicians to a work order
  
• Allocating expected labor by trade or individual
  
• Assigning teams or rotating techs
  
• Best practices for matching labor estimates with billing codes
  
  

2.6 Technician and Manager Calendar Views

• Understanding the dispatch calendar: drag-and-drop assignment
  
• Filtering by technician, date range, and availability
  
• Viewing technician workload and travel routing
  
• Managing capacity for service teams
  
  

2.7 Real-Time Updates via Mobile App

• Overview of the CUBE mobile interface for technicians
  
• How techs receive assignments and update work order status
  
• Attaching photos, notes, time logs, and signatures
  
• Immediate sync with back office (review and invoicing workflows)
  
  

2.8 Workshop Exercise: Create a Full-Cycle Work Order

Participants will:

• Create a new work order with site, contact, and schedule
  
• Assign a technician and input estimated labor
  
• Update work order status to simulate technician progress
  
• Submit work order for invoicing
  
• Close the work order with all required fields completed
   

Post-Session Action Items

To reinforce training, participants are encouraged to:

• Practice creating real work orders in a test environment
  
• Review calendar scheduling tools and identify improvements to internal dispatch flow
  
• Coordinate with field techs to confirm mobile workflows
  
• Establish a checklist for work order review before invoicing
  

Evaluate current status color usage and dashboard configuration

Note: When scheduling, make sure to include this session code: SVC-02.

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