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Verified Solution Operations Toolkit

Steps to Create Your First Work Order

Daniela Frías Sweven Team
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1. Upload Photos or Videos

Visuals are key to providing clarity about the task:

  • Snap photos or record a short video of the issue or area requiring attention.
  • Upload these files directly from your device.
  • Ensure the images or videos are clear, focusing on the problem to help vendors assess the task accurately.

2. Add a Quick Description

  • Write a brief summary of the task.
  • Highlight key details like:
    • What needs to be fixed or maintained.
    • Specific requirements (e.g., equipment or expertise).
  • Keep it concise yet descriptive for better vendor understanding.

3. Categorize Your Need

  • Select the category that best fits your task. Examples include:
    • Electrical
    • Plumbing
    • HVAC
    • General maintenance
  • Categorization helps vendors with relevant skills see your work order first.

4. Set a Priority

  • Indicate how urgent the task is.
    • High Priority: Emergency fixes or time-sensitive issues.
    • Medium Priority: Regular maintenance tasks.
    • Low Priority: Non-urgent requests.
  • This ensures vendors can prioritize tasks effectively.

5. Pick Your Site

  • If you manage multiple locations, select the site where the work order is required.
  • Ensure the address is accurate to avoid delays.

6. Let the System Assign Vendors

  • Sweven’s intelligent system automatically matches your work order with the best-rated vendors.
  • Review the suggested vendors and choose the one that best fits your needs.

7. Monitor Your Pipeline

  • Once assigned, your work order will appear in your pipeline.
  • Track progress in real time and stay informed about updates, including when the Technician is on their way.

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