Every work order in FieldEx should be linked to the right asset, site, customer, or project ensuring full traceability, context, and reporting accuracy. These links allow planners to dispatch jobs properly, track service history, and analyze work done across locations or clients.
This article covers:
Why it’s important to link work orders
How to link an asset, site, customer, or project when creating a job
What happens when you link these records
Why Linking Work Orders Is Important
Linking jobs to the correct records helps you:
View a full service and fault history for each asset
Measure service frequency at customer or project level
Ensure the technician is dispatched to the correct physical location
Assign billing, cost, or reporting data to the right business entity
Tip: Consistently linking work orders avoids confusion in mobile workflows and helps generate accurate job reports for asset reliability and client SLAs. |
How to Link Records to a Work Order
Path: Jobs > Create Job Order > General Details & Asset Details
Enter a Job Title and select a Work Order Type
In General Details, select the appropriate Site. This defines the job location
In Asset Details, manually select the asset requiring service
Optionally link to a Customer and Project for context and reporting
What Happens After Linking
Each link enables deeper visibility and data flow:
Asset: Job appears in the asset’s service history and PM tracking
Site: Site profile shows all job orders for that location and assigned equipment
Customer: Customer record consolidates all linked jobs and associated assets
Project: Project dashboard groups related jobs into a unified view
Planning Jobs Across Multiple Sites or Customers
Many customers operate from several sites or branches. In FieldEx, each site acts as a separate operational unit, ideal for structured planning and dispatching.
Example: If a retail chain has five outlets, you can:
Link each job to the correct branch site
Group inspections by location and avoid overlaps
Track site-level performance and recurring issues
Each asset can be owned by a sub-customer and placed at a different main customer’s site. FieldEx preserves both relationships, ownership, and placement to ensure full accuracy.
Tip: For bulk planning, open the Site or Project to view all linked jobs and assigned assets in one place. Ideal for inspections, maintenance waves, or follow-ups. |
Real-World Use Cases
Asset-linked job: “Replace worn belt on Generator A1003” that is linked to a specific asset under routine PM
Site-linked job: “Monthly facility walkthrough Kuala Lumpur Plant”. Site-only inspection across general assets
Customer-linked job: “Emergency support – ZYX Logistics” . Urgent dispatch to a customer’s site without specific asset
Project-linked job: “Phase 1 install – Zeta Tower Construction”. Multiple jobs rolled up under one tracked project