Add or edit cost information for a work order

Fiix Documentation Team

This feature is currently only available for v5 tenants, and and may need to be enabled by an administrator. To learn how, see Enable editing accounts and charge departments in the mobile app.

You must first configure the accounts and charge departments you want to use. To learn more, see Edit lookup tables.

There are two types of cost information you can add to a work order:

Accounts, which specify the budget associated with the maintenance costs on the work order.
Charge departments, which specify the department in your organization associated with the maintenance costs on the work order.

In the mobile app, you can edit and view the Account and Charge Department fields.

To add or edit cost information for a work order in the mobile app:

In the feature menu, tap Work orders.
Tap the work order you want to add costs to.
Tap Costs:
Tap Cost tracking to expand the section.
To add or edit an account:
1. Tap Account:
2. Select an account, or search for one in the search bar.
  Note: You can search for an account by its code or description.
To add or edit a charge department:
1. Tap Charge department:
2. Select a charge department, or search for one in the search bar.
  Note: You can search for a charge department by its code or description.
(Optional) To remove the current account or charge department, click Clear selection:

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