How to Create a Work Order Task in Flovix - Workshop

Updated Jun 19, 2026 10 views

The Work Order Task feature in Flovix Workshop allows service managers to assign specific repair, maintenance, or diagnostic tasks to technicians and helpers. Each task can be added to the workshop queue, assigned to a team member, marked as a diagnostic job, and scheduled with an estimated completion time.

This structured approach improves workshop productivity, technician accountability, and job tracking throughout the repair process.

 

Step 1: Enter Task Description

In the Task Description field, provide a clear and detailed explanation of the work to be performed.

 

Step 2: Add Work Order as Queue

Enable Add Work Order as Queue if the task should be placed in the workshop's pending job queue.

 

Benefits:

  • Organizes technician workloads
  • Improves task scheduling
  • Prevents job conflicts
  • Allows managers to prioritize repairs

Queued tasks can be assigned and started based on workshop availability and priority.

 

Step 3: Mark as Diagnosis (Optional)

Enable Is Diagnosis when the task involves troubleshooting or fault detection rather than a confirmed repair.

 

Common Diagnostic Tasks:

  • Engine warning light investigation
  • Electrical fault diagnosis
  • Battery and charging system testing
  • Transmission fault analysis
  • ECU and sensor scanning

Marking a task as diagnostic helps workshops separate inspection work from repair work and track diagnostic labor accurately.

 

Step 4: Team Assignment

The Team Assignment section allows workshop managers to assign technicians and support staff to the task.

Proper team allocation ensures efficient job execution and accountability.

 

Step 5: Select Employee

Under the Employee field:

Click Select Employee.

Choose the primary technician responsible for the task.

Verify the technician's skills match the required work.

Responsibilities of the Assigned Employee:

  • Complete assigned repairs
  • Update task progress
  • Record labor activities
  • Report findings and recommendations

The selected employee becomes the primary owner of the task.

 

Step 6: Select Helper

If additional assistance is required:

Click Select Helper.

Choose a supporting technician or workshop assistant.

Helper Responsibilities:

  • Assist with repairs
  • Prepare tools and equipment
  • Support inspections
  • Improve task completion efficiency

Helpers are particularly useful for complex repairs that require multiple personnel.

 

Step 7: Set Estimated Time

Enter the expected completion time for the task.

Estimated Time Fields:

  • Hours (Hrs)
  • Minutes (Mins)
  •  

Click on button Save

 

How to Add Products and Send a Work Order Request in Flovix Workshop

 

The Product Request feature in Flovix Workshop allows technicians and service advisors to add spare parts, materials, and consumables to a work order. Users can also attach supporting documents, provide notes, and submit the request for approval or processing using the Save & Send function.

This workflow helps workshops maintain accurate inventory records, streamline parts procurement, and ensure technicians have the required components to complete repairs efficiently.

 

Step 1: Select Product

Navigate to the Select Product field within the Work Order.

Click the product dropdown menu.

Search by:

  • Product Name

 

Step 2: Add Product

After selecting the product:

Click the Add (+) button.

The product will be added to the work order item list.

Verify:

  • Product Name
  • Quantity
  • Unit Price
  • Stock Availability

Multiple products can be added as needed for the repair job.

 

Step 3: Upload Attachment

The Attachment section allows users to upload supporting documents and files.

Examples of Attachments

  • Vehicle inspection reports
  • Diagnostic scan reports
  • Product images
  • Damage photos
  • Customer approval documents
  • Technical service bulletins

Attachments help provide additional information and improve communication between departments.

 

Step 4: Add Notes

Use the Note field to provide important information regarding the product request or repair task.

Example Notes

  • Front brake pads require immediate replacement.
  • Customer approved genuine OEM parts only.
  • Battery failed load test and requires replacement.
  • Additional inspection recommended for suspension components.

Clear notes help technicians, managers, and inventory teams understand the requirements and priorities.

 

Step 5: Save & Send

Once all information has been entered:

✔ Product Selected

✔ Quantity Verified

✔ Attachments Uploaded

✔ Notes Added

 

Click Save & Send.

 

The system will:

  • Save the product request
  • Update the work order record
  • Notify relevant departments or supervisors
  • Begin the approval or procurement process
  • Maintain a complete audit trail for future reference

Step 8: Save the Task

After completing all required fields:

✔ Task Description

✔ Queue Status

✔ Diagnostic Status

✔ Employee Assignment

✔ Helper Assignment

✔ Estimated Time

 

The Work Order Task feature in Flovix Workshop provides a structured method for managing repair and diagnostic activities. By defining tasks, assigning employees and helpers, setting estimated times, and organizing jobs through the queue system, workshops can streamline operations and ensure every vehicle receives efficient and professional service.

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