--- title: "Work order record overview" slug: "job-record-overview" tags: ["Area - Jobs, Appts, Projects", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - CSR Dispatch"] updated: 2026-11-04T22:19:51Z published: 2026-11-04T22:19:51Z canonical: "help.servicetitan.com/job-record-overview" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # 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. ## ## --- ### #### Who uses this feature - Office employees - Applies to all business types - Applies to all trades ## 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. ![Work order 4865 shows an in-progress HVAC service in Riverside with completed appointment and timesheet details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-04 at 5.04.16 PM(1).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) 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 ![Work order actions menu displays options to complete, hold, cancel, estimate, survey, and attach equipment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-04 at 5.07.55 PM.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) - Click the **Copy** icon to copy the work order’s name, number, type, location, and link to the work order to the clipboard. ![Work order 4865 for Riverside service displays potential member status, HVAC business unit, pending invoice, and project details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-04 at 5.04.16 PM(2).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) - 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. ![Work order 4865 shows HVAC service details, Riverside locations, in-progress status, and duct cleaning summary.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-04 at 5.04.16 PM(5).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) - 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](/commercial/docs/edit-job-information). ![Work order 4865 for Riverside service displays details, with edit button highlighted near work order actions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-04 at 5.04.16 PM(3).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) - 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. ![Job details for replacing electrical fixtures and scheduled estimates for service.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793830531363.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) - Click **View Timesheets** to review timesheets for the work order. ![Timesheet details for Dan, showing dispatched and working hours with total time.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-il7lz638.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) > [!TIP] > **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](/commercial/docs/view-add-and-edit-findings-on-a-job-record). - Click a technician's name to start a meal, send them a message, call them, or send them work order details. > [!NOTE] > **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. ![Scheduled appointment details for Paul Rylee, including date, time, and actions available.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-ep20wdva.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) - 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. ![Appointment details showing date, time, and options for managing the appointment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-c3sa6cl2.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) If you have more than 3 appointments, you can filter appointments by status: - Scheduled - Dispatched - Working - Done - Hold - Canceled - Unused > [!NOTE] > **Note**: Only statuses that exist on the work order are active. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-5pwp0cc4.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D)If you have more than 3 appointments, you can sort appointments from the oldest to the newest. ![Scheduled appointments list showing sorting options and details for each appointment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-lumrfa89.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) If there are more than 3 appointments, you can jump to a specific date of an appointment for office work orders. ![User interface displaying scheduled appointments with a calendar for November 2022.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-t7edipxl.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) - Select the **Paperclip** icon to add attachments. ![Invoice history panel shows attachment, information, notes, and event tabs with no attached photos or videos.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-04 at 5.04.16 PM(6).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) - Click the **Download** or **Trash Can** icon while hovering over a photo to download or delete it. ![User interface displaying options to manage photos and videos for selection and editing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-u1dboqy9.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) - 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. ![A gif showing different images and videos being selected.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-twdqlr77.gif?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) - 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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job-record-overview-image-8tjy76v2.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) - Click **All**, **Events**, **Calls**, **Notes**, **Files**, and **Email** to view details about the work order’s history. > [!NOTE] > **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. ![Job details for replacing fixtures and GFCI outlets in Irving, Texas.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793830691208.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A24Z&se=2026-11-09T12%3A28%3A24Z&sr=c&sp=r&sig=sUxXzRYIXU4OMGbAug1hNJNgiXfhRzO0OFFApr1mD40%3D) ## Want to learn more? - See [Manage Work Orders](/commercial/docs/jobs-and-projects-home#manage-jobs) A downloadable log of who changed what record and when. **What it does:** Provides change history for accountability, error investigation, and compliance across teams. **Also called:** Change history **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)