Work orders are essential for organizing and tracking applications, ensuring clear communication across teams, and generating accurate records and reports for compliance and analysis. By following this guide, you’ll learn how to efficiently create, manage, and complete work orders, helping your operation run smoothly while maintaining reliable data for future use.
Create a New Work Order
When you first log in to AcreConnect®, you’ll land on the Work Orders page. If you’re not already there, simply click the “Work Orders” tab in the top menu.
Click the "Create Work Order" button. This starts a new work order form.
Work Order Details
Enter the details you’d like to include for this Work Order. Only "Work Order Status" and "Proposed Date" are required fields.
You also have the option to upload a PDF of a third-party work order, if one was provided to you. Once uploaded, this PDF can be viewed at any time from within the Work Order.
Available fields include:
Field | Usage | Required |
Work Order Name | Name of the Work Order | No |
Work Order Number (Third Party) | Work Order number from third party source | No |
Work Order Status | Status of what stage the work order is in | Yes |
Proposed Date | Gives an approximate timeframe for the application | Yes |
Expiration Date | Set this if the work order needs to be completed within a certain timeframe | No |
Scheduled Date and Time | Specify the exact date and time once confirmed | No |
Applicator Information | By default, the creator of the work order is assigned as the applicator. To reassign the job, select a team member from the dropdown list. | Yes |
When you’ve added all the necessary information, click “Continue.”
Customer Information
In the dropdown menu, you can choose from customers already saved in your AcreConnect® account. To add a new customer, click the blue “Add a New Customer” button.
If you select an existing customer, their information will automatically populate in the form. To make changes to those details, you’ll need to edit the customer’s profile in your Customer List.
Note: If the customer was synced from your QuickBooks® Online account and you need to update their information, you’ll first need to make the changes in QuickBooks® Online. Afterward, resync the data with AcreConnect®. For step-by-step instructions, see this article on resyncing from QuickBooks® Online.
Grower Information
Providing detailed customer and site information helps ensure clear communication and accurate records. Enter the Company Name, Person of Contact. Address, and phone number for the grower. If the grower’s details are the same as the customer’s, simply check the “Same as Customer Information” box to save time.
Tip: At this point, you can save the Work Order to your schedule. All remaining fields in this article are optional.
If you’d like to enter additional details for this Work Order, click “Continue.”
Application Site
In the first text box labeled “Application Site,” enter a name for the site.
You can then add the site’s address or enter latitude and longitude coordinates.
Alternatively, use the map feature to:
Drop a pin at the location.
Draw boundaries using tools like polygons or circles.
Adjust the map’s view by dragging it or enabling location services for auto-centering.
Add multiple sites by clicking "Add Application Site" and repeating the process.
When you’ve added all your information, click “Continue.”
Chemical Information
Work orders integrate with the Telus Label Database, making chemical selection quick and accurate.
To add chemical(s), type the chemical name to search the database.
Select the correct item from the list to auto-fill:
EPA number
Active ingredients
Enter the signal word, pest/condition, application rate and choose the appropriate units (e.g., gallons, pounds).
To add additional chemicals, click "Add Chemical" and repeat the steps.
When you’ve added all your chemicals, click “Continue.”
Site Commodity
Enter the commodity you are applying to.
Optional Fields include are:
Site Commodity
Proposed Acres
Target Spray Rate
Re-Entry Interval
Pre-Harvest Interval
Notes
Use the free-text box to record notes or instructions specific to the work order.
Job Estimate
This tool can be used to create Job Estimates or custom invoices that can be downloaded as a PDF.
When everything is complete, click "Save To Schedule" to finalize the work order.
📖 Discover More
Managing Work Orders
With your Work Order created, click HERE to learn how to manage and track it.
💡Tip
Need more help? Get support anytime from the chatbot in the bottom right-hand corner or contact support at [email protected] or by calling 319-201-3020 Ext.2