The Contractor Work Order module is a key part of project execution in construction management.

It defines the scope of work, materials, timelines, and financials agreed between the company and the contractor.

In real-world construction, Work Orders (WOs) are used to:

• Assign specific construction, maintenance, or renovation tasks to subcontractors.
• Track labor, equipment, and materials required for a job.
• Define measurable deliverables tied to contracts and payments.
• Maintain regulatory compliance, safety, and inspection documentation.

Navigation Path

• Log in to the application.
• Go to the left menu and click Contractor.
• Click Work Order.
• Click the Add Work Order button to open the form.

Create Work Order – Form Fields

1. Select Project

• Choose the project for which the Work Order is being created.
• Only active projects will be listed.

2. Select Sub Contractor

• Choose the subcontractor who will execute the assigned work.

3. Select Contract

• Select an approved contract from the dropdown.
• Only contracts in Approved or Completed status are available.

4. Work Order Name

• Enter a descriptive name for easy identification (e.g., Electrical Installation – Tower B).

5. Parent Work Order

• If this is a continuation of a previous order, select the parent work order.

6. Work Order Type

• Select from available options such as Maintenance, Construction, Renovation, or Demolition.
  

(Configured for categorization and tracking different types of work activities.)

7. Work Order Category

• Select the category from the dropdown.
  

(Configured in Company Settings ➝ Construction ➝ Work Order Categories.)

8. Work Order Date

• Select the date on which the Work Order is issued.

9. Start Date / End Date

• Specify the planned start and completion dates.
  
• These dates determine scheduling, progress tracking, and delay analysis.

10. Approver

• Select the authorized approver from the dropdown.
  

(Configured in Company Settings ➝ Organisation ➝ Approvers.)

Priority

• Choose the urgency level – High, Medium, or Low.
  
• This helps project managers allocate resources and monitor critical jobs first.

Equipment Required

• Select Yes or No.
  

If “Yes,” it indicates that equipment or heavy machinery is needed (e.g., cranes, scaffolding, drilling rigs).

Estimated Labor Hours

• Enter the total estimated working hours required to complete the job.
• This helps in workforce planning and performance tracking.

Permit Number

• Enter the relevant permit number for the work.
  
• Permits ensure compliance with local construction, safety, and labor laws.

Inspection Status

• Select from: Not Started, Started, In Progress, Completed, or Rejected.
• This field helps track quality assurance and inspection readiness.

Regulatory Compliance

• Select one of the following: Fully Compliant, Partially Compliant, Non-Compliant, or Pending Review.
• This ensures the work aligns with government and safety standards.

Safety Checklist

• Enter or upload the safety checklist for this work order.
  
• This typically includes PPE usage, fall protection, fire safety, and hazard controls.

Subcontractor Info

• Add additional subcontractor details such as supervisor name, on-site contact, or work crew information.

Item Name*

• Select the item from the dropdown that is being supplied or used in the work order (e.g., Cement Bag, Rebar, Tiles).

Unit Price

• Enter the per-unit price for the selected item.

Quantity*

• Enter the number of units or quantity of work.

Amount Calculation

• The total amount is auto-calculated based on Unit Price × Quantity.

Tax*

Select applicable tax from the dropdown.

The system automatically calculates:

• Tax Amount
• Total Price
• Net Amount
• Total Tax Amount
• Grand Total

Currency Code

• Select the currency for this work order.

Attachments

• Upload related documents such as BOQs, drawings, or material approvals.

Description

• Provide any remarks or additional context related to the work order.

Note: For Creating a Work Order

Mandatory Fields:

• Project *
  
• Sub Contractor *
  
• Contract *
  
• Work Order Name *
  
• Work Order Type *
  
• Work Order Category *
  
• Work Order Date *
  
• Start Date *
  
• End Date *
  
• Priority *
  
• Item Name *
  
• Unit Price
  
• Quantity *
  
• Tax *

Work Order Workflow

• When created, the Work Order status is initially set to Draft.
• Once reviewed and approved, it automatically updates to Approved, Issued, or another applicable stage.
  
• The Work Order then becomes eligible for Invoice generation, where billing and payment tracking occur.
  
• Completed Work Orders feed data into Performance Reports and Contractor KPI dashboards for analysis.
  
• Revision or reissue is possible if work scope changes or materials are updated.

Each Work Order Record Displays

• Work Order Name
• Work Order Amount
• Work Order Type
• Project Name
• Contractor Name
• Work Order Date
• Start & End Date
• Priority
• Status
  

Available Actions:

• View – Open detailed work order information.
• Edit – Update work order fields.
• Delete – Remove the work order after confirmation.

Additional Features

• Search – Search by Work Order Number or Name.
  
• Sorting – Click column headers to sort by date, amount, contractor, or project.

Work Order KPI’s

• Total Work Orders – Total number of work orders created.
  
• Total Work Order Value – Combined financial value of all WOs.
  
• Total Work Certified – Amount of work approved after inspection.
  
• Total Paid Against WOs – Payments made to contractors.
  
• Total Outstanding WO Payables – Pending amounts yet to be paid.
  
• Total Retention Held – Retention value held back as per contract terms.

Next Steps After Work Order Completion

Once a Work Order is completed and approved, it automatically flows into the Invoice module:

• Generation of contractor invoices.
• Validation of completed work and payments.
• Linking of invoices with corresponding contracts for financial tracking.