When a work order involves billable labor, you can link it to a WorkforceHero special project so that hours clocked by warehouse staff are automatically tracked and sent to 3PL billing when the work order is closed.
This article covers billing and work order linking. For setting up special projects, clocking in, and managing staff assignments, see Overview: WorkforceHero Special Projects.
Using Work Orders to Bill for Special Projects
When creating a work order, you can link it to a special project so that hours can be tracked in WorkforceHero. Each work order can be linked to one special project.
The special project will automatically be created under the Special Projects page. The name will be the work order's name along with the work order ID, ensuring every special project has a unique name.
You can print a barcode from the Special Project page for users to scan into this project and track their hours.
The hours tracked in WorkforceHero will be sent back to the linked work order under the Ad-hoc charges section:
Since the hours are tracked automatically, they cannot be edited from the work order page. If there is a discrepancy in the tracked hours, update them from WorkforceHero under the user's activity log:
Important
Once the work order is marked as DONE, the charge is sent to 3PL billing and can no longer be edited in WorkforceHero. Any discrepancy must be updated from the 3PL Billing page.
Additional charges such as per Unit can be added to the work order. The user must manually add the unit quantity — these are not automatically tracked from WorkforceHero.
For full details on how ad-hoc charges work, including permissions, editing rules, and how charges appear in the 3PL Billing portal, see How to Set Up Ad Hoc Charges for Work Orders in 3PL Billing.
Before marking the work order as DONE, confirm that WorkforceHero hours look accurate. Once the work order is marked as complete, charges are sent to 3PL billing. You can edit ad-hoc charges in 3PL billing after the fact, but the initial send cannot be undone.
Special projects linked to a work order will be marked as INACTIVE once the work order is closed.