PHC Work Orders

How to Create and Schedule PHC Work Orders

Once your Plant Health Care (PHC) proposal has been approved, you can schedule treatments as work orders and complete them using the Works app.

Step 1: Go to PHC Proposals in the desktop app.

1. In the desktop app, go to Sales → Proposals
2. Click on the Plant Health Care tab
3. Click Create Work Order

Step 2: Schedule Treatments

The PHC Scheduler will open, where you can organize your treatments:

• The left side shows treatments that still need to be scheduled
• The right side shows treatments that have already been scheduled

Highlight the "Approved" treatments you wish to scheduler and click on "Add to Selected"

From the "Selected" tab, Highlight the treatments once again and click on "Create Work Order":

In the Pop-up Scheduler window:

1. Enter the date, time, and assign technician
2. Click Save

Step 3: Review and Send Work Orders

Once scheduled:

• Your work orders will appear on the right-hand side of the scheduler
• You can send them to customers by clicking the paper airplane icon

Step 4: View Work Orders in the Calendar

To see all scheduled PHC work:

1. Go to Work Orders → Scheduler
2. Locate the PHC calendar

Here, you’ll see all scheduled PHC work orders in calendar view.

Step 5: Complete Work in the Works App

Your team can complete these work orders in the Works app.

Before getting started:

1. Open the Works app
2. Go to Settings
3. Turn on Plant Health Care

Once enabled, PHC work orders will be available for technicians to view and complete.

Helpful Tips

• You can schedule treatments one at a time or in stages
• The proposal status bar may show multiple statuses until all treatments are completed
• Click the status bar at any time to view detailed work order information