Overview

Unleash the power of MobiWork with our seamless import and export features for work orders. Beyond the array of documents available for exporting work orders, we offer a multitude of options to fit your specific needs. This section not only showcases the diverse document formats for exporting work orders but also guides you through the effortless process of importing and exporting your work orders with ease.

How to Access the Page

You can import or export your work orders from the Work Orders features page. To import or export your work orders, simply select the desired option from the More Actions drop-down:

Import Work Order

You can import work orders from your Excel document. Please note that to import the work orders correctly, the Excel document must be formatted in the correct manner (please see the image below for the correct headings and order):

You can use this method to upload multiple work orders at once.

Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.

Once you have entered the work orders in the Excel document correctly, you can upload that document to MobiWork:

  1. First, access the Work Order List page. Please see the Work Order List section for more information on how to access this page.

  2. When you are on the Work Order "List" tab, select the More Actions button and from the drop-down click on the "Import From Excel" option:

  3. Upload your Excel file to the drag & drop feature and then click on the Import button:

  4. You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:

  5. Once you are redirected to the Import Work Order Results page, click the Done button:

  6. The newly uploaded work orders from Excel will then be displayed in MobiWork with your other work orders.

Note: You can also import work orders from the "Import From Excel" action from the Schedule feature's More Actions button. Please see the Work Order Actions From the Schedule Page section for more information on how to access this action.

Export Work Order

You can also edit work orders in bulk through Excel; this process will enable you to update more than just the status of the work orders:

  1. First, you would need to select the desired work orders and use the "Export to Excel" option. For more information on how to export work orders please see the Edit Multiple Work Orders page:

  2. Once you have the exported file, you can make the changes directly to the Excel document.

  3. Once you are done updating your work orders, you can import the Excel file back into MobiWork. For more information on how to import work orders, please see the Add Multiple Work Orders.

Note: Please note that if you would like to export all your entries into Excel you can click on the topmost checkbox (Multiple Selection Area). Likewise, if you do not select any entries ALL records will be exported.