Assign, Complete, and Invoice a Work Order in Arez

This guide explains how to take a work order from assignment through to completion and invoicing in Arez. Each step is broken down in detail so nothing is assumed and no system behaviour is unclear.

Step 1: Access the Work Orders Module

1. Log in to the Arez admin portal using your credentials.

2. From the left-hand navigation menu, click All Work Orders.

3. You will now see the Work Orders list view.

   • This screen displays all jobs currently in the system.

4. Use filters if required.

   • You can filter by status, such as New, Assigned, In Progress, or Completed.

   • You can also search by Job ID or site name if the list is large
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Step 2: Open the Work Order Details

1. Click directly on the Work Order you want to assign.

2. The Work Order Details page will open.

3. Review key information before proceeding:

   • Job description and scope of work

   • Client and site details

   • Priority and SLA requirements

4. Confirm that the job is ready to be assigned and that no information is missing.
   

Step 3: Assign the Work Order to a Service Partner

1. Open the required Work Order from the Work Orders list.

2. Click on the Assignment tab.

   • This tab controls how the job is allocated to service partners or internal workers.

   • By default, the Partners sub-tab is selected.

Once selected, the system displays a list of eligible service partners along with a map view on the right-hand side.

Understand How Service Partners Are Automatically Filtered

Arez automatically narrows down the service partner list to reduce manual effort and prevent incorrect assignments.

The system filters service partners based on:

• The category of the work order, for example, Air Conditioning, Electrical, Security, or Fire.

• The coverage areas defined for each service partner

• The distance from the job site, shown in kilometres

• Partner status and availability

This means you only see service partners who are relevant to the job type, saving time and avoiding compliance or capability issues.

Assign the Work Order to a Service Partner

1. Identify the service partner you want to assign the job to.

2. Click the Assign button in the Actions column for that partner.

3. Confirm the assignment when prompted.

Once confirmed:

• The work order is immediately assigned to the selected service partner.

• The job status updates to reflect the assignment.

• The service partner receives the work order in their system.

Step 4: What Happens After the Work Order Is Assigned

Once a work order has been assigned to a service partner, responsibility for resourcing and execution moves to the service partner.

Service Partner Access to the Work Order

1. The assigned service partner logs in to their Arez service partner account.

2. The work order appears in their Work Orders list.

3. The partner can open the work order to review:

   • Job description and scope

   • Site and client details

   • Category and compliance requirements

   • Scheduled date and time

   • Any attached documents or notes

At this stage, the service partner has full visibility of the job but cannot change core job details defined by the client or admin.