Work Order

Learn what work orders are, how they're used in field service management, and how automation streamlines their creation, tracking and completion.

Definition of a Work Order

A work order is a formal request that initiates a specific task – typically related to maintenance, repair, installation or inspection. In the context of Field Service Management (FSM) and Computerized Maintenance Management Systems (CMMS), work orders are central to organizing, tracking and completing service activities efficiently.

What is a Work Order?

A work order is a documented instruction that outlines:

  • The nature of the task (eg fix a leak, service HVAC, inspect a generator)
  • Who is responsible (assigned technician or subcontractor)
  • Where the job is to be performed (customer site, facility, equipment ID)
  • When it should be done (scheduled date and deadline)
  • Resources required (tools, spare parts, documentation)
  • Priority level and status (eg scheduled, in progress, completed)

Work orders ensure that everyone involved in service delivery has access to the information they need to execute the task correctly and on time.

Common Types of Work Orders

Work Order Type Description
Preventive Maintenance Scheduled tasks to avoid equipment failure
Corrective Maintenance Fixes for unexpected breakdowns
Inspection Routine checks for compliance, safety, or functionality
Installation Setting up new equipment or systems
Service Request Customer-submitted requests for specific issues or upgrades

How FSM Software Automates Work Orders

Modern FSM platforms streamline the entire work order lifecycle, from creation to closure. Here’s how:

  • Auto-Generation: Work orders are automatically created based on service requests, preventive maintenance schedules, IoT-triggered asset conditions, and SLA thresholds or contract terms.
  • Smart Assignment: The system assigns the right technician based on skills, availability, and location.
  • Real-Time Communication: Technicians receive mobile notifications with job details, updates, and checklists.
  • Live Tracking: Managers can monitor progress, reassign tasks, or add notes as needed.
  • Integrated Records: Completed work orders are logged automatically, linking to asset history, invoices, and reports.

Why Work Order Automation Matters

Automating work orders leads to:

  • Faster response times
  • Fewer manual errors
  • Better technician productivity
  • Accurate compliance tracking
  • Improved customer satisfaction

Conclusion

Work orders are the backbone of service delivery in maintenance and field operations. By automating work order creation and execution, FSM solutions simplify task management, improve resource allocation, and help teams stay on top of every job.

FieldEx, for instance, helps businesses streamline this process with intelligent work order generation, smart technician dispatching, and full lifecycle tracking – making service delivery more efficient and accountable from start to finish.

Related reads:

What is a Work Order? How to Create and Manage Work Orders

‍How to Plan and Schedule Maintenance Work Orders