Work Order Management Lifecycle

Start of the Workflow/Process.

Initialize a new Work Order entry with customer details and issue description.

Retrieve existing customer data from the Customer Data Model to auto-populate contact info.

Update the Work Order entry to assign a specific technician or team to the task.

Create a task for the assigned technician to perform an on-site assessment.

Change the status of the Work Order from 'Scheduled' to 'In Progress'.

Search the Parts Data Model to see if required materials are in stock.

Execute formula: (Labor_Rate * Estimated_Hours) + Parts_Cost.

Update the Work Order entry with the calculated total cost for customer approval.

Send an email to the customer's email address containing the cost estimate.

Update the Work Order status to 'Approved' once the customer accepts the quote.

Create a task for the procurement team if parts need to be ordered.

Create a new entry in the Purchase Order Data Model for required parts.

Update the Work Order with technician notes and completed timestamps.

Aggregate all completed task durations associated with this Work Order to find total time spent.

Update the Work Order status to 'Completed' and trigger the invoicing process.

Send an SMS to the customer notifying them that the work is finished.

Create a PDF report summarizing the work performed, parts used, and final cost.

Delete or move cancelled Work Order entries to an archive state to clean up active views.

End of the Workflow/Process.