RedTeam 4. Workorder

Question 1

What are the steps or phases of a WORKORDER

Answer 1

1. Draft Status
2. Request Status
3. Proposal Status
4. In Progress Status
5. Closed Status
6. Cancelled Status

Question 2

What is the Draft Status?

Answer 2

Every new project (Workorder) is created in Draft status.

Question 3

What is the REQUEST STATUS?

Answer 3

• Projects (Workorders) that are in the estimating/preconstruction phase are in Request status.

Question 4

What is the PROPOSAL STATUS?

Answer 4

Projects (Workorders) are moved to Proposal status once you are ready to submit your proposal to the Customer. The Workorder remains in Proposal status until you are awarded the job, at which time you promote it to In Progress status, or you are not awarded the job, at which time you change it to Cancelled status (no estimating/preconstruction information entered will be lost).

Question 5

What is IN PROGRESS STATUS?

Answer 5

Projects (Workorders) that are ongoing and in the building phase are in In Progress status. Once In Progress, all tabs are available for a Workorder. When the project is 100% complete, you can move the Workorder to Closed status.

Question 6

What is CLOSED STATUS?

Answer 6

Project is complete; Workorder is Closed.

Question 7

What is CANCELLED STATUS?

Answer 7

Project (Workorder) is typically Cancelled because you no longer plan to bid a job, you are not awarded a job, or you made a mistake and want to start over. A Workorder can be Cancelled for any reason, but only from Draft or Proposal status