Work Order List

Go to cmms.dreamzcmms.com

1. Click "Work Orders"

Access the section for work orders.

2. Click "Work Order List"

Navigate to the work order list.

3. Filter the Work Order List

Choose a filter to sort work orders.

4. Click "Filter by Facility"

Filter work orders by facility.

5. Click on a Work Order

Select a specific work order to view in detail.

6. Work order overview will be shown

view the work order in detail

7. Click on Edit

Click here to edit the work order.

8. Edit Work Order

From this screen you can edit the work order

9. Click "Assets"

To show you, I will add an asset from this assets section.

10. Click "Add New Asset"

Initiate adding a new asset.

11. Select an Asset

Select a specific asset.

12. Click "Add Asset"

Add the selected asset.

13. Asset gets added

The New asset will be added in the work order.

14. Save updated Work Order

Click on save to update the work order.

15. Click on Chat

Chat with Technician from here.

16. Type a message

Type what you want to say.

17. Upload Files

You can upload a file and sent to the technician.

18. Click on Save

Once done, click on save and continue.

19. Click on Delete

Delete a work order if you need.

20. Click "Save"

After mentioning a reason for deleting the work order, you can save it.

21. Click on Print

Click here to print a work order

22. Select the tabs

Select which tabs you to want to print.

23. Click "Print"

Print the current page.

24. Click on Change Status

You can update the work order status.

25. Select the status

Select the status of the work order.

26. Add notes

Add Notes with the status if you want.

27. Upload files

if you upload any files and want the customer to be able to see it, check the checkbox.

28. Click "Submit"

Submit the work order.

29. Click on Mail

You can send a mail as well.

30. Type the mail body

Write the mail body.

31. Provide recipient email addresses

You can send it to the customer as well.

32. Email your employee or users.

or you can send to your employee or user.

33. Send Job Card

Send the job card as a mail attachment by checking the checkbox.

34. Click Send Mail

send the mail.