Work Orders & Routes in Kinexa Ider

Work Orders & Routes

Creating a Work Order

1. Go to Ider > Work Orders
2. Click + New Work Order
3. Fill in the details:

- Customer — Select from contacts or enter new

- Location — Customer address with map pin

- Service Type — Select the type of service

- Priority — Low, medium, high, emergency

- Preferred Date/Time — Customer's preferred schedule

- Description — Details about the issue or service needed

1. Attach photos or documents (optional)
2. Click Create

Work Order Lifecycle

• New — Just created, not yet assigned
• Assigned — Technician selected and notified
• En Route — Technician is traveling to the location
• In Progress — Work has started on site
• Completed — Job is done, awaiting customer sign-off
• Closed — Customer confirmed, invoice generated

Assigning Technicians

1. Open the work order
2. Click Assign
3. The system suggests available technicians based on:

- Skills matching the service type

- Proximity to the customer location

- Current workload and availability

1. Select a technician and set the scheduled time
2. The technician receives a push notification

Route Optimization

When a technician has multiple jobs in a day:

1. Go to Ider > Dispatch Board
2. View all scheduled work orders on the map
3. Click Optimize Routes for a technician
4. The system calculates the most efficient route considering:

- Travel distance and traffic

- Appointment time windows

- Service duration estimates

1. The optimized route is sent to the technician's mobile app

Completion & Sign-Off

When the technician finishes:

1. They mark the work order as Completed in the mobile app
2. Upload before/after photos
3. Fill in the completion checklist
4. Customer signs on the technician's device
5. A completion report is generated automatically

Reports

• Work Order Status — Open, in progress, and completed orders
• Technician Performance — Jobs completed, average time, customer ratings
• First-Time Fix Rate — Percentage of jobs completed in one visit
• SLA Compliance — Response time and resolution time vs targets
• Revenue by Service Type — Income breakdown by service category