SECTION 1 — WORK ORDER SCREEN MOCKUP | GREEN = NEW ADDITIONS ORANGE = NOTES ON EXISTING
CWO#1919Add previously added lineWork order (double click cell to edit):↑X↓-1+1
ANNOTATION NOTES — What Changes and Why
| # | Element | Status | What It Does | Who Sees / Uses It |
|---|
| 1 | Plan of Attack dropdown | NEW | Sets tech authorization before they touch the machine. Options: Diagnosis only, Inspection only, Install pre-ordered parts, Full repair, Other. | Service Manager sets it. Tech reads it before starting. |
| 2 | Machine Section badge | NEW | Groups service tasks by area of the machine (ENGINE, HYDRAULICS, STEERING, etc.) so tasks sort correctly on screen, quote, and invoice. | Service Manager assigns. All roles see the grouping. |
| 3 | Approve / Deny column | NEW | Records customer decision per task. Green = Approved (proceed). Red = Denied (locks out ordering, moves to declined section on invoice). Timestamped when clicked. | Service Manager only. Legal/financial record. |
| 4 | Clock In button (per labour row) | NEW | Starts/stops time tracking at the task level, not just the whole job. Multiple techs supported. Actual hours vs quoted hours compared on invoice. | Technician only. |
| 5 | Part Status (OEM/Aftermarket/Rush) | NEW | Parts tech selects option type and ETA per part line. Manager sees all options side by side when building quote. Status tracks: Quoted > Ordered > Backordered > Received. | Parts sets options. Manager chooses which to quote. Tech sees status. |
| 6 | Email Customer button | NEW | Sends quote, findings report, parts update, or invoice directly from within the system. Email is logged with timestamp and document version. | Service Manager only. |
| 7 | UNASSIGNED section | EXISTING | Items not yet assigned to a task. In the new system, these trigger a "Needs flag" warning so the manager assigns machine section before the quote goes out. | Service Manager must resolve before sending to parts. |
| 8 | Status field | EXISTING | Currently free text. In the new system, status also reflects the workflow stage automatically (e.g. "Pending Quote", "Awaiting Customer Approval", "Parts Ordered", "Ready for Tech"). | All roles see the auto-status. |
SECTION 2 — PRINT / INVOICE FORMAT MOCKUP
SERVICE INVOICE
Work Order #CWO-1919
Cascade Farms
Contact: Reuben
403-394-4947
Date: March 26, 2026
Model: Genie Z45 | Serial: [Serial]
Hours: [hrs]
Customer Concern: Unit dies at low throttle, also have trouble with boom raising under load.
Plan of Attack: Diagnosis only → Full repair (customer approved)
ENGINE
| Service Task | Work Performed | Labour Hrs | Parts | Total |
|---|
| Diag engine Throttle issues | Extracted fault code 341 from unit. Referenced service manual for cam sync procedure. Ran diagnostic with TEXA tool. Code 341 confirmed intermittent - traced to cam sensor wiring. Performed repair per manufacturer spec. Code cleared and tested under load. Unit operating within normal parameters. | 5.53 | $186.40 | $912.45 |
| Labour Total: | $726.05 |
| Parts Total: | $186.40 |
| Shop Supplies: | $22.00 |
| INVOICE TOTAL: | $934.45 |
Work Declined - Customer Record
The following repairs were recommended by our technician and declined by the customer. This record is provided for your documentation. [Company Name] is not responsible for subsequent failures related to declined service items.
| Section | Task | Recommended Repair | Quoted Price | Date Declined |
|---|
| HYDRAULICS | Hydraulic cylinder seal - boom section 2 | Replace hydraulic cylinder seals on boom section 2. Active leak - unit should not be operated at full extension until repaired. | $1,240.00 | Mar 26, 2026 |
Customer signature acknowledging receipt of this invoice and declined repair notice: _____________________________ Date: ___________