A work order is the central document in IRONGRID. Hours, materials, notes, and invoices all connect back to one. Here's how to create your first one.
Opening the create form
From the Dashboard or the Jobs list, click the New Work Order button. This opens the work order creation form.
What you'll fill in
- Project Title — required. Make it specific enough to distinguish from similar jobs (e.g. 'Harmon – Master Bath Remodel' rather than just 'Bathroom').
- Client Name — required. Start typing and IRONGRID will suggest existing clients from your records. Select one to auto-fill their contact details, or type a new name to add them fresh.
- Client Address, Email, and Phone — optional at creation but useful for directions and follow-up. You can add a secondary email and phone number as well.
- Scope of Work — required. Describe what the job covers. This appears on invoices and is visible to any crew member assigned to the job.
- Attachments — add photos or PDFs at creation if you already have site photos, blueprints, or a signed contract.
- Estimated Start and End Dates — optional, but setting a start date will automatically mark the work order as Scheduled when you submit it.
- Priority — Low, Standard, High, or Urgent. Defaults to Standard.
- Tags — if you've set up tags on your account, you can apply them here for filtering later.
Saving the work order
There are two ways to save. Submit Work Order creates it immediately as an active open job. Save as Draft saves it in a scheduled state if you want to finish setting it up before the crew sees it. Either way, you'll land on the work order detail page where you can assign crew members, add more information, and track progress.
Assigning crew members
Crew assignment isn't part of the creation form — it's done from the work order detail page after the job is created. Once you're on the detail page, use the Assignees section to add team members. Assigned employees will see the job in their work order list.
Write your scope description as if someone on your crew has never heard of this job. The more clearly you define the work upfront, the fewer questions you'll field on the job site.