General Work Order Questions

Overview

This section will go over some commonly asked questions regarding work order queries.

Table of Contents

Attach Images to a Work Order

You can attach images to a work order using the optional "Work to Perform" form on the mobile device. This form allows you to capture one or multiple pictures (configurable from the gallery or by taking new ones), add comments, and obtain an approval signature from the customer.

The "Completion Form" form on the mobile device will also capture the same information. Both forms, including pictures, will be part of the work order PDF, which can be included in the invoice PDF.

Custom Work Order Numbering

If you are interested in using a custom numbering or sequence, this must be set up prior to creating any live work orders. Once created, the new numbering system will change the way you can search by work order number on their device.

Differences Between Open and Unassigned Work Orders

An "Open" work order refers to the status of the work order.

A "Not Assigned" work order pertains to scheduling and dispatching and indicates that a user is not assigned to the work order.

Work Order Color Meaning

Work orders are color-coded as follows:

Green means the job has been completed.
Blue means the mobile worker is in transit to the job.
Yellow means the mobile worker is on site.
And teal means the job has been dispatched and scheduled.

Work Order Service History

Our unique patented action items enable your field technicians to easily provide the full service history for each work order, including technician notes, parts installed, and arrival dates and times.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!