WORK ORDERS

Maximize the Efficiency of Your Service Team

Simplify work order creation and delivery with Conga Composer® to ensure service fees are accurate and orders are routed to the correct individual or team. Merge data from any standard or custom object into customized work order templates, automatically email output files as part of the overall solution, and store your created documents to create permanent records.

Help your service team quickly issue all kinds of work orders:

  • Field service work orders
  • Repair/maintenance work orders
  • Job tickets
  • Purchase order forms
  • Change orders
  • Field service assignments
  • Pick lists
  • Sales order forms

Why use Conga Composer to create work orders?

 

What’s In It for You How We Do It
Eliminate errors by creating detailed, accurate work orders
  • Automatically merge predefined data from standard or custom objects into your work order template
  • Dynamically group data and line items specific to your order
Respond to customers faster by instantly routing orders to the appropriate person or team
  • Predefine email recipient(s) based on business rules
  • Attach a merged output file to a custom HTML email
  • Log activities and assign follow-up tasks to users
Never lose a work order again by automatically storing a copy
  • Store your files as attachments, Chatter posts or Content records in Salesforce®

See all of the Conga Composer features for creating work orders.