How to Make My Own Work Order System

by Max Power ; Updated September 26, 2017

Managing your projects efficiently is a must for a small business. When working to ensure customer satisfaction, it is vital to have a system in place that accounts for each ongoing project. The last thing you want to occur is to have a project from a priority customer become lost in the shuffle. There is no need to spend thousands of dollars for a customized work order system. By taking advantage of off-the-shelf database solutions you can design your own work order system.

Purchase an off-the-shelf database program such as Microsoft Access or FileMaker. This program will provide you with the functionality to both store the data from your work order system and develop a user-friendly interface that will provide the users of the work order system with a set of input options. These programs will also allow you and your employees to perform complex searches on the data and to manipulate the data as needed.

Take advantage of online tutorials to enhance your skills at using these programs. It is not difficult to use the basic features of these programs, and setting up your work order system should be a quick process. However, the programs offer some very powerful capabilities that may not be readily apparent, and by utilizing the online tutorials to increase your skill-set, you may be able to create an advanced level of functionally such as interfacing your work order system with your customer management system or inventory database.

Design the work order system. One of the most important components of the design will be to create database fields for storing the status of the work order. In this manner, a simple query by work order status will ensure that no projects get lost. It is also a good idea to create an easy-to-use interface for those who will use the system.

Developing the database fields and the interface are simple processes that can be achieved with a cursory glance through the database program's documentation. You may wish to import data from an old work order system, which can also be easily done by matching the imported data fields with the newly created database fields in your new system.

Tips

  • If you cannot afford to build your system on one of these two programs, then you should consider using the open-source OpenOffice.org base. This free-to-use offering should provide much of the same basic capabilities of the for-profit programs. Attend seminars or online webcast events in order to stay updated with the improvements in the database products. These new improvements may provide you with tools to make your work order system more efficient over time.

About the Author

Max Power started writing in 1996. Power was responsible for providing coverage of local and state governmental affairs for a web-boom-era news and civic-affairs news website. This experience provided him with a range of in-depth knowledge about legal, civic, political and governmental affairs. Power holds a Bachelor of Arts degree with a concentration in history.

Cite this Article A tool to create a citation to reference this article Cite this Article