beginner
work-orders
faq
help

Work Orders FAQ

Frequently asked questions about Levy Service, the rule engine, the technician app, and vendor dispatch

Levy Fleets TeamMay 18, 20265 min read

Work Orders FAQ

How is Levy Service different from a generic CMMS?

Generic CMMS tools (Maintainx, Limble) have a mature parts catalog and good general task management, but they have zero awareness of your vehicles. Triggers are manual or calendar-based. Levy Service is built on top of your fleet's live telemetry, so the rule engine can fire off mileage, battery, IoT fault codes, condition reports, and geofence events. That difference shows up in the 50%+ auto-create rate that healthy Levy fleets hit.

How does this compare to Atom Task Manager?

Feature parity is the explicit Phase 2 goal. The competitive moat is the rule engine's IoT triggers — Atom has no first-party IoT, so they cannot ship telemetry-driven rules. Same goes for Joyride Lanterne. You get the same dashboard surfaces in Levy plus a class of rules that no competitor can match.

Can I use this without rules?

Yes. Phase 1 (manual create + assign + resolve) works fine on its own. Many fleets run this way for the first month while they learn the system, then turn on rules one at a time. The Starter tier intentionally excludes rules to encourage that pattern.

Do tasks count toward my Levy bill?

No. Tasks are unlimited at every tier. The tier controls features (rule engine, parts catalog, vendor portal, advanced analytics) but does not meter on task count.

Can a tech be on more than one task at a time?

Yes, technically. The system does not block a tech from being the current assignee on multiple in_progress tasks. In practice, the operator-app guides them through one task at a time and the time-on-task labor capture tracks the actual minutes spent on each.

What happens if a tech's phone dies mid-task?

The task stays in in_progress on the server. If no heartbeat is received for 30 minutes, the system flips the task to blocked with block_reason='tech_offline' and notifies the ops manager. When the tech comes back online, they can resume from the offline queue.

Can riders see the work order against their ride?

Riders see a confirmation when they submit an issue, plus an email when the resulting task is verified (if they have email notifications enabled). They do not see the internal task detail, assignees, parts, or labor.

How do refunds interact with work orders?

They don't, directly. A rider issue creates a task; refunds are a separate decision flow through /api/rides/[id]/adjust-fare or /api/rides/[id]/refunds. The ops manager makes the refund call after looking at the issue and the ride. Refunds always go against the ride, never the wallet directly — see the rides documentation for details.

What roles can verify tasks?

ops_manager and lead_tech only. This is intentional — juniors cannot sign off their own work. The list of roles is ops_manager, lead_tech, tech, junior_tech, chargehand, deployer, vendor, read_only.

How do I migrate from Slack/Sheets?

Talk to your CSM about the CSV import tool. It takes a Sheets export with vehicle number, title, priority, and assignee columns and bulk-creates tasks in the right initial state. For Slack-based teams, point a Slack workflow at the bot mention and forward maintenance threads — a task is created with the right vehicle attached.

Can two techs work on the same task?

Only one tech is the current assignee at a time. Additional collaborators can post comments and upload "during" photos, but only the assignee can press Start/Resolve/Block. If you need to swap mid-task, the manager re-assigns from the side drawer, which preserves the timeline.

What happens if I delete a vehicle?

vehicles rows are soft-deleted (the row stays, deleted_at is set). Tasks against the vehicle are preserved indefinitely for the financial record but become read-only. You cannot create new tasks against a soft-deleted vehicle.

Are parts costs in cents or dollars?

Cents, throughout. parts_catalog.unit_cost_cents, task_parts.unit_cost_cents, task_labor.total_cost_cents, tasks.total_cost_cents — all in cents. The UI converts at render time.

How long are photos retained?

Two years in hot storage. After two years, task_photos.archived_at is set and the physical file moves to a cold-storage bucket. Photos remain accessible (signed URL with a slightly longer TTL) but are not returned in default task detail queries.

Can I export work orders to CSV?

Yes. The Kanban filter bar has a Download CSV button that exports the current filtered view with all task fields, including parts and labor totals. The API equivalent is GET /api/tasks?format=csv.

Does the operator-app work in Mexico/Brazil/Europe?

Yes. The app is translated into en/es/fr/de/pt. Push notifications go through Expo's global infrastructure. Maps deep-link to Apple Maps (iOS) or Google Maps (Android), both of which work everywhere. The one thing that needs configuration per market is the vendor partner list — see your CSM.

More questions?

If your question isn't here, check the Troubleshooting article or file a ticket through your Levy CSM.