Creating and Managing Work Orders in Vynta Integrate

A work order is the single record that tracks a job from start to finish. Creating one takes about 30 seconds, and everything else — scheduling, dispatch, billing — flows from it.

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Creating a Work Order

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From a Customer Record

You can also create a work order directly from a customer:

1. Open the customer record
2. Click New Job
3. The customer and service address are pre-filled
4. Add the job details and save

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From the Schedule Board

Click any empty slot on the schedule board to create a job for that technician on that date.

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From the Customer Portal

When a customer submits a service request through the portal, Vynta creates a work order automatically. You review it, add details, and assign a technician.

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Editing a Work Order

Open any work order and click Edit to change:

• Description, priority, or job type
• Scheduled date
• Assigned technician
• Parts list
• Notes

All changes are logged in the job history.

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Duplicating a Work Order

For repeat jobs, duplicate instead of creating from scratch:

1. Open a completed work order
2. Click Duplicate
3. A new work order is created with the same customer, job type, and description
4. Update the date and any changes, then save

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Work Order Statuses

See Job Statuses for a full breakdown of every status and what it means.

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FAQ