Operations - Work Order System

2026-11-03

System Requirements : ● Provide live dashboard views that can be shared with stakeholders on critical issues ● Allow technicians to use mobile devices in the field to log hours , look up info , take photos , etc ● Keep track of expenses , including labor and materials ○ Preferably allows for budget tracking ● Generate invoices ● Organize project tasks into hierarchies - preferably a parent / child relationship that triggers updates to the parent system ○ Represent main tasks with subtasks ● Ability to assign multiple users to a single work order ● Automatic notification and status updates on progress to users ● Ability to assign hourly rates to position types ( i . e . Carpenter , Electrician etc ) ● Ability to upload pre - existing asset identifiers from spreadsheet format ● Search capacity - by keyword , project type , shop , site ● Ability for the admin on the backend to further categorize ● Notification of duplicate work orders when entering ● Ability to export data into spreadsheet format Additional Features to be considered : ● Work order management : the ability to assign tasks and status updates to individual assets ● The capability to import assets and maintenance history from the legacy solution . ● Compatibility with asset management software which includes system level data for useful life and estimated replacement cost ● Link asset replacement / upgrade / procurement with associated capital projects

California

2026-05-10