In this article, you'll learn how to add materials, services and other costs to a work order via the Infraspeak web platform.

TABLE OF CONTENTS

• 1. Step by Step
• 2. How to add materials
• 3. How to add services
• 4. Adding Other Costs

1. Step by Step

1. In the left-hand sidebar, press the Work Orders button.

2. At the top of the screen, select the ‘In progress’, ‘Paused’ or ‘Closed’ work order option. 

3. Select the work order to which you want to add your expenses.

4. A new screen will appear with the work order details. Go to the ‘Financial Data’ section.

2. How to add materials

1. Within the Financial Data section, you'll find a few options. Select the Materials option.  

2. The materials bar will expand, revealing the ‘Add Material’ button. Click on this button.

3. A new right-hand panel will then appear. 

4. In this panel, you need to provide the following information: 

• Warehouse - select the warehouse where this material is located.
• Folder and type of material.
• Quantity of material to be consumed.

5. When you've finished, press the blue ‘Add’ button in the bottom right-hand corner. 

6. Repeat the process if you want to add other types of material.

3. How to add services

1. Within the Financial Data section, select the ‘Services’ option. 

2. The Services bar will expand, revealing the ‘Associate Service’ button. Click on this button.

3. A new right-hand panel will then appear. 

4. In this panel, go to ‘Service order’ and select the service you want to associate with this work order.

5. Once you have selected the service, you can see its details on the dashboard.

6. When you've finished, press the blue ‘Associate’ button in the bottom right-hand corner. 

7. Repeat the process if you want to associate other services.

8. If you want to know how to create a purchase of material or service that can be associated with the work order, read this article.

4. Adding Other Costs

1. Within the Financial Data section, select the ‘Other Costs’ option.  

2. The ‘Other Costs’ bar will expand, revealing the ‘Add Other Cost’ button. Click on this button.

3. A new right-hand panel will then appear. 

4. In this panel, you need to provide the following information: 

• Type of cost - select from the options the type of cost to be added. 
• Information about this cost: duration; cost amount; mileage; etc.
• Description (optional)

5. When you've finished, press the blue ‘Add another cost’ button in the bottom right-hand corner. 

6. Repeat the process if you want to add other types of costs.