• • Attach Images to a Work Order
  • Custom Work Order Numbering
  • Differences Between Open and Unassigned Work Orders
  • Work Order Color Meaning
  • Work Order Service History
  • Assign Multiple Technicians to a Work Order
  • Finalizing Invoices or Work Orders With No Balance
  • Locating Customers With Assigned Work Orders
  • Reopening a Closed Work Order
  • Work Order Parts and Services Not Updated by Invoice Items
  • Service Level Agreements (SLAs) and Work Orders
  • Keeping a Work Order Open For Several Days

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.

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.

When initially dispatching a work order, you can assign multiple technicians or users to it by selecting the "Multiple User Dispatch" option in the Dispatch Work Order pop-up window. Please see the Dispatching Modes page for more information.

If the work order has already been dispatched and you need to add additional technicians or users, access the "Scheduling & Dispatching" panel within the View Work Order pop-up window. For more information on editing users assigned to a work order, visit the Edit Work Order pop-up window page.

In MobiWork, you can quickly identify customers with assigned work orders by using the Work Order Report. To pull a work order report, first access the Work Order feature page.

Click on the More Actions button, then select the "Work Orders Report" option from the drop-down menu:

The Excel file will automatically be exported to your computer's download folder. Open the Excel report and navigate to the "List" tab to view detailed work order data:

In "Column B" you will find the full list of customers associated with each work order:

For more information on how to locate this action and the Work Order feature page, please the Work Order List page.

Parts and services listed in an invoice's line items are not automatically added to the work order's "Parts and Services" tab. This intentional design prevents a continuous cycle where updates to the invoice automatically modify the parts/services list and vice versa.

To add items to both the "Parts and Services" list and the invoice simultaneously, use the "Parts and Services" action available on the mobile app. This ensures seamless integration without creating unwanted dependencies.

There are two different ways to keep a work order open for several days on MobiWork.

• On the device app, we can enable an assigned work order option. However, this is a custom feature and not available by default; so please contact us for more information.

• On the web, you can extend the work order's duration by adding additional days in the Schedule View. These changes will then be seen on the device.