WORK ORDER MANAGEMENT LIFECYCLE

Created by ChecklistGuro (https://checklistguro.com)

[ ] Create Work Order: Initialize a new Work Order entry with customer details and issue description.
[ ] Fetch Customer Profile: Retrieve existing customer data from the Customer Data Model to auto-populate contact info.
[ ] Assign Technician: Update the Work Order entry to assign a specific technician or team to the task.
[ ] Site Inspection Task: Create a task for the assigned technician to perform an on-site assessment.
[ ] Update Work Order Status: Change the status of the Work Order from 'Scheduled' to 'In Progress'.
[ ] Check Inventory Availability: Search the Parts Data Model to see if required materials are in stock.
[ ] Calculate Estimated Cost: Execute formula: (Labor_Rate * Estimated_Hours) + Parts_Cost.
[ ] Update Quote/Estimate: Update the Work Order entry with the calculated total cost for customer approval.
[ ] Send Quote to Customer: Send an email to the customer's email address containing the cost estimate.
[ ] Approve Work Order: Update the Work Order status to 'Approved' once the customer accepts the quote.
[ ] Part Procurement Task: Create a task for the procurement team if parts need to be ordered.
[ ] Create Purchase Order: Create a new entry in the Purchase Order Data Model for required parts.
[ ] Log Work Completed: Update the Work Order with technician notes and completed timestamps.
[ ] Calculate Total Labor Hours: Aggregate all completed task durations associated with this Work Order to find total time spent.
[ ] Finalize Billing: Update the Work Order status to 'Completed' and trigger the invoicing process.
[ ] Notify Completion: Send an SMS to the customer notifying them that the work is finished.
[ ] Generate Work Order Summary: Create a PDF report summarizing the work performed, parts used, and final cost.
[ ] Archive Cancelled Orders: Delete or move cancelled Work Order entries to an archive state to clean up active views.

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