A Work Order is your pre-flight plan — it captures the job date, customer, application sites, and chemicals in one place before you ever take off. Once the job is done, it connects directly to your Product Usage Report and application maps so everything stays tied together from request to record.
Step 1 — Navigate to Work Orders and Create a New Order
Click "Work Orders" in the left side navigation menu. Then click the "+New" button to open a new work order form.
Tip: Once you have work orders on file, you can view them in Map view to see where jobs are located or Calendar view to browse by month, week, or day. Use the status filter or search by customer name, work order number, date, or site to find any record quickly.
Step 2 — Details
Set the job's core scheduling information:
Work Order Name — defaults to the next number numerically. You can manually edit the name if you choose.
Proposed Date — required. Gives the day that application will happen. This information will help when pulling weather automatically in the product usage report and adds your work order to the calendar. Can be adjusted if plans change.
Expiration Date — optional. Use if the job must be completed by a specific date.
Time — optional. Use to say exactly when the job will happen. This information will help when pulling weather automatically in the product usage report and adds your work order to the calendar.
Status — optional. Set to the current stage of the job.
Choose from pending, scheduled, started, complete or canceled.
Applicator — defaults to you. Select a different team member to reassign the job.
Click "Continue."
Step 3 — Customer
There are two ways to add a customer to a work order.
If you load your customers in AcreConnect® prior to creating a work order, you can select them from the customer dropdown menu. This is the recommended method to save time when creating the work order.
Click "Add a New Customer" to create a new customer. Once details are added, click "Save". Once saved, customers are available for all future work orders.
Next, click "Save" on the work order if you plan to add a site on the next screen. Click "Continue" if you have already added sites and will choose one from the dropdown menu.
Note: If a customer was synced from QuickBooks® Online, update their information in QuickBooks® first, then re-sync with AcreConnect®. Changes made directly in AcreConnect® will not carry back.
Warning: If you plan to add a site while mid-work order, make sure to save the work order before you leave this screen. If you skip saving, your work order will not be saved.
Step 4 — Sites
Add the fields or locations you plan to spray. There are two ways to create a site:
Ahead of time — create sites before building the work order so they're ready to select from the drop down menu. This is recommended for the optimal user experience.
While creating a work order — click "+Add a new site" to add a site mid-workflow. Be sure to follow the directions below carefully to avoid losing your work.
To create a site ahead of the job:
Click "Sites" on the left side navigation menu.
Click the "+New" button.
Use the search bar at the top of the map to find the address. Do not type the address into the fields below — use the search bar only.
Once the correct location is found, draw the field boundary on the map. This step is required — without a boundary, the site will not appear on the map.
Add a site name. This step is required.
Click "Save".
To create a site in the middle of a work order:
Click the "Site" tab on the work order details page.
Click "+Add a new site".
Use the search bar at the top of the map to find the address. Do not type the address into the fields below — use the search bar only.
Once the correct location is found, draw the field boundary on the map. This step is required — without a boundary, the site will not appear on the map.
Add a site name. This step is required.
Click "Save".
Navigate back to your saved work order to continue creating the work order.
Note: If you add a site while mid-work order, save the work order on the customer tab first before navigating away. You will not be automatically redirected back — you'll need to reopen your saved work order to continue. If you skip saving, your work order will not be saved.
Tip: For the smoothest workflow, create all your sites before starting a work order so they're easy to select. See Creating and Managing Sites for a full walkthrough.
Step 5 — Chemicals
Search the chemical name and select it from the Telus Label Database. EPA number and active ingredients populate automatically. Set the signal word, pest/condition, application rate, and confirm the unit (ga/ac is set by default).
Any chemicals added into the work order will flow to your product usage report, for less manual entry from you after the job.
Click "+ Add Chemical" to log additional products.
Add in optional site commodity information including commodity, proposed acres, target spray rate, re-entry interval and pre-harvest intervals.
Click "Continue" to add an estimate or notes. Click "Save" if you do not plan to add an estimate or notes.
At this point, your work order is complete. Estimate and Notes sections are optional.
Step 6 — Estimate (optional)
Use this tab to build a cost summary you can share with your customer.
Note: If connected to QuickBooks® Online, you can create an invoice for your customer directly from your QuickBooks® Online account. See how to connect your QuickBooks® Online account to AcreConnect here.
Click "Continue."
Step 7 — Notes (optional)
Add any relevant details — special instructions, field conditions, anything worth documenting. Freeform field; use it however makes sense for your operation.
Step 8 — Save to Schedule
Once all tabs are complete, click "Save" to finalize the work order and add it to your calendar.
Step 9 — Downloading, Editing and Changing Status
Once the work order is complete, you can download a work order PDF and/or a job estimate to share with your customer or team using the download button.
Click "Edit" to make any changes to the work order.
The "Start Job" button will change the status of your work order to "Started".
Visibility
Admin users can view and manage all work orders across the organization. Users only see work orders assigned to or created by them.
💡 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