Work order record overview

Overview

The work order record contains all of the relevant information for a work order, including the work order type, service location, billing information, any timesheets for the work order, and more.

Use a work order record

You can use the work order record to see the work order’s history, enable or disable work order notifications, manage appointments, and more.

From the work order record, you can:

• Click the Work Order Actions dropdown to:

  • Complete Work Order

  • Hold All Appointments or Remove Hold

  • Cancel or Remove Cancellation

  • Recall

  • Warranty

  • Lead

  • Add an Estimate

  • Log Task

  • Purchase Order

  • Take Survey

  • Timesheets

  • Attach Equipment

  • Create project or Detach from project
    

• Click the Copy icon to copy the work order’s name, number, type, location, and link to the work order to the clipboard.
  

• View the Service Location, Bill To, and Work Order Summary sections to see information about the location and customer. Click Edit to update this information.

  

• Click Edit at the top of a work order record to edit the work order. You can edit the work order's tags, BU, skills, priority level, and more. For more on editing work orders, see Edit work order information.

  

• View the Estimate section to see estimates for the work order. You can also click View Opportunity to see the opportunity follow-up for the work order.
  

• Click View Timesheets to review timesheets for the work order.
  

  Tip: If your account is configured for Findings, you can view the Findings section to see findings linked to and discovered during the work order. Click a finding to see its full details. Click + Add Finding to create a new finding for the work order, or open a finding to edit or archive it. For more, see View, add, and edit findings on a work order record.

• Click a technician's name to start a meal, send them a message, call them, or send them work order details.

  Note: When calling a technician from a work order record, the call won’t be recorded and cannot be listened to by anyone else on your team. Also, you can only call technicians with a confirmed phone number.

  

• Manage appointments on the work order by adding appointments, editing or rescheduling appointments, assigning or unassigning technicians, dispatching or canceling a dispatch, arriving a technician on a work order, moving a technician to Done Working, marking an entire appointment Done, and confirming an appointment.
  

If you have more than 3 appointments, you can filter appointments by status:

• Scheduled

• Dispatched

• Working

• Done

• Hold

• Canceled

• Unused

Note: Only statuses that exist on the work order are active.

If you have more than 3 appointments, you can sort appointments from the oldest to the newest.

If there are more than 3 appointments, you can jump to a specific date of an appointment for office work orders.

• Select the Paperclip icon to add attachments.
  

• Click the Download or Trash Can icon while hovering over a photo to download or delete it.
  

• Click the Selection box while hovering over a photo or video to select it, after which you can download or delete each selected photo or video. You can also click Select All to select all media for the work order.
  

• Click directly on an image or video to expand it. Click the Arrows to see the next or previous media. You can also click Edit to rename the file.
  

• Click All, Events, Calls, Notes, Files, and Email to view details about the work order’s history.

  Note: When a custom field is updated for a work order or project, you can find a record of this in the work order’s history or the project’s Audit Trail.
  

Want to learn more?

• See Manage Work Orders