Work Orders

How do I issue a part to a Work Order?

Issuing an item to a WO refers to the idea of taking the unit out of the warehouse; ergo, a part unit must first enter Inventory, either through a PO or by manually signing in the part under Manage In...

How can I bring my manuals up to date?

A key factor to take into account when creating a WO for a unit is updating the manual associated with the part number, as failing to ensure this will result in the system preventing you from opening...

How can I reopen an invoiced or a closed Work Order?

To open a previously invoiced or closed Work Order, you'll have to reverse either of these processes, depending on the case at hand.1. Go to Work Order.2. Click on the three-dot menu next to the invoi...

How is the Work Order Labor calculated?

It’s always important to factor in labor costs when evaluating the relationship between cost price and selling price.To begin with, labor cost is typically calculated by multiplying an employee’s hour...

How to create a WIP section

Creating a WIP section is a quick process. First, verify that you have the necessary permissions. After that, proceed with the following steps:1. Go to Administration (under your name at the top right...

How to create new Work Order Steps

 To create new Work Order (WO) steps, please follow the instructions below:  1- Go to Administration (under your name at the top right side of your screen). .2- On the left side of your dashboard, und...

How can I create new Shops in Smart 145?

To create new Shops in the system, your user account must have Administration Access. Once you’re logged in, open Administration from the top-right menu under your name. In the left-hand menu, scroll...

How can I change a Work Order status from open to quoted?

You can change a Work Order status from Open to Quoted by going through the following steps: Go to a Work Order with status "Open" and Edit it..Under the "Quotation" tab, select a "Quoted Date" and cl...

How can I link a Work Order to a Manual?

In Order to link a manual to a Work order, you need to proceed with the following steps: 1. Go to the WO Module and search for the one you want to modify. Click "Edit" on the three-dot menu on the rig...

How can my Customers digitally sign a Work Order Quote?

Work order quotes can be digitally approved/reject and signed by your customers. The digital sign is available upon receiving the email notification.To have a quote officially approved or rejected by...

How to set up Automatic Notifications to your customers?

You can set up  automatic notifications for customers based on specific actions, such as creating a Work Order, invoicing it, or updating the shipped.To do so, navigate to the Administration section. ...

How can I create Work Order Jobs?

In order to create Work Orders Jobs, it is necessary to follow these steps: 1. Go to Administration under your name at the top right side of your screen2. Click on Work Order Jobs on your left3. Click...

How can I un-issue items in the system?

Issuing an item to a Work Order refers to the action of removing the unit from the warehouse. However, it is also possible to perform an un-issue for these units, and this can be done both from the In...

How can I generate a monthly report of work orders for each status?

Generating a monthly report of work orders for a specific status helps you track progress. To do this, follow these steps: 1- Open the filters and select the desired status, this ensures that only the...

How can I have an employee training record and no labor record linked to a WO?

The hours worked in a WO will be computed after the technician clocks out of the WO. These hours will be viewable from the WO quotation tab.However, a training record will be created only after the WO...

How can I create a Work Order Sub-Step?

 To create new Work Order Sub-Steps, please follow the instructions below:  1- Go to Administration (under your name at the top right side of your screen)..2- On the left side of your dashboard, under...

How Can I Get a Notification When Work Order Steps Change?

In order to get notifications when the Work Order Steps change, you must first get to the "Administration" dashboard:.Then, scroll down to the lower part of the page and click on "Work Order Steps"..A...

How Can I Add Component Parts to a Work Order?

In order to add parts to a Work Order, you must first edit the WO:.Afterwards, you must click on the "Quotation" tab and scroll down: .At the end of the page, you will be able to add parts by clicking...

How Can I Select Alternates for Work Order Component Parts?

In order to select an alternate for a Work Order component part, you must first edit the desired work order .Within the work order, navigate to the Quotation tab and locate the component part to which...

Work Order Prefixes

Work Order Prefixes are a great way to keep better track of your workflow as they allow you to classify WOs. The system allows you to create them to fit your needs.In order to add a WO Prefix, first c...

How can I send reminders to my Customers so they don't forget to sign their quotes online?

To ensure that customers don't forget to sign the online quotes that you send them, it's possible to set reminders for them in the system. Those reminders will be automatically sent if the quote has n...

System Tags

You can use system tags to classify and filter Work Orders, Purchase Orders, Customers, and Customer Quotes. They can be created by users with Administration access.image.png 80.74 KB Once in the Admi...

How can the Work Order Assignment sub-module help me in my daily work?

The Work Order Assignment sub-module is intended to provide an overview of the employee's current work. This sub-module also shows the Steps, Status, Estimated Delivery Date, and the amount of pending...

Can I delete Work Orders in Smart 145?

Work orders are fundamental in ERP systems, serving as the blueprint for executing tasks related to manufacturing, maintenance, or service. However, there's a common misconception that work orders can...

How can I change the name and order of the Work Order Steps?

It may sometimes be necessary to change the position or organization of process steps in the system. Note that there are several features that can help you achieve this:.1- The order and name of the s...

How Can I Change the Step Name Visible to My Customers?

Sometimes you may not want your customers to see the step names used internally for managing their work orders. To address this issue, we offer a feature that will allow you to modify the step names y...

How can I add Tools to a Work Order?

To add tools to a Work Order, go to the Tools browser, select the tool you want to add, and edit its details..Then, in the Parts section, add the Main Unit of the Work Order as a PN..By doing this, th...

How can I link an Internal WO to its main part from inventory?

In order to link an internal Work Order to one of the parts currently in stock, it must be properly linked to the corresponding inventory line. If it is not linked correctly, a new inventory line will...

Clock Out: What does "Tasks Completed" or "Paused" mean?

.Completed tasksA task that a technician has successfully finished. Paused tasksA task that has been temporarily put on hold and can be resumed later. (A paused task can be resumed by going to the tas...

How Can I Have High-Priority Work Orders Appear First in the Browser?

When viewing your work orders in the browser, it may be necessary for you to have the ones with the highest level of priority appear on top. The default criteria for ordering the items in the WO brows...

How Does the "TAT" and "Days in Shop" Columns Work in the Work Order Module?

The Work Order module comprises several Turnaround Time (TAT) fields to measure the time of several processes. These, along with the "Days in Shop" field, constitute very useful tools when measuring w...

How Can I Add Standard-Write Ups to a WO?

The Standard Write Ups option works like a repository in which texts can be saved, copied, and pasted into any field within the WO. In this article, you will see how to create Standard Write-Ups and h...

What is the "Prices Average" chart in the Quotation Tab?

The "Prices Average" shows a history-based average of what has been quoted for the order's main Part Number in previous Work Orders, specifically for three different kinds of work: Repair, Overhaul, a...

How can I manage which users can change each specific work order step?

This new feature allows admin users to manage who can change a specific work order step. In order to do this, follow the procedures below:1. Navigate to the Administration module.image.png 170.36 KB 2...

Work Order Status

Work orders can transition through different statuses as they progress:1. "OPEN" : When you initially create a Work Order (WO) to carry out a new job, you'll need to fill out all the required fields a...

How to automatically save the 8130 and Teardown reports in the Work Order Documents section?

Saving reports such as the 8130 Report and the Teardown in the Work Order’s Documents section keeps all certification and inspection records organized and easy to access. This improves traceability, s...

How to import items from an Excel file into a Work Order?

In aviation MRO operations, Work Order quotations often require multiple parts, materials, and cost references to be entered accurately before a quote can be reviewed or sent to the customer. When thi...

How Can I Assign Task Templates to a Part Number for Work Order Creation?

When creating a new Work Order (WO) for a unit, your company may have specific tasks that are routinely performed as part of the repair process for that particular unit or part number.Smart 145 provid...

How to set a default Task Template for Work Orders

Setting a Default Task Template allows predefined tasks to be automatically added when creating Work Orders. This helps standardize the work process, reduces manual setup, and ensures the appropriate...

How to Update, Invoice, Close, and Clock In Multiple Work Orders in Batch

The batch functionality helps streamline Work Order management by allowing users to update, invoice, close, or clock into multiple Work Orders at once. It reduces repetitive manual actions, saves time...

How Can I See Who Added or Last Modified Tasks and Quotation Parts in a Work Order?

Smart 145 allows you to see which user added a Task or Quotation Part to a Work Order and which user last modified it. This information can be useful for tracking changes and maintaining proper tracea...

How Can I Define ADs and SBs by Part Number?

Defining ADs and SBs by Part Number allows you to associate applicable regulatory and maintenance requirements with specific parts, making this information readily available when the Part Number is us...

How Can I Create a Work Order from a Document Using AI?

In aviation MRO operations, creating a Work Order often starts with reviewing documents provided by the customer, such as a customer Repair Order (RO), a quotation, or other documents containing infor...