Overview

From the Work Orders feature page, you can add new work orders, edit existing work orders, dispatch work orders, and more. Through the web user interface, works orders are added and edited in real-time, thus allowing users in the field to receive up-to-date information regarding their assigned tasks.

With MobiWork, you will also be able to view the associated user for each work order, thus enhancing your overall management experience. The "List" and "Kanban" tabs found on this page, will allow for efficient organization, viewing, and overall management of your work orders.

This section will highlight how to navigate to the Work Orders feature page and how to effectively utilize the data displayed on this page.

How to Access the Page

You can access the Work Orders feature page by hovering over the Work Orders feature from your MobiWork menu; from the drop-down that appears click on the "View Work Orders" option:

Search Area

MobiWork is committed to simplifying data management for your business, by offering a range of search options to streamline your workflow. From the free-text search, which allows you to enter specific search queries directly, to the ability to create your own saved searches for your everyday use, MobiWork has you covered. Furthermore, you can use the predefined saved searches that MobiWork already provides to locate a specific query or date range (e.g., created today).

These search functions are consistent across all MobiWork features, with the only differences being the predefined search data and the parameters for the new search. The following subsections will outline the various search features that are available to you.

Free-Text Search

You can type in the search bar (free-text search) to locate a specific work order. Once you click in the search bar, the search drop-down menu will automatically appear. You can use the search drop-down menu or continue typing your own search parameters:

When typing in the search bar, the drop-down menu will provide some helpful search criteria. With free-text search you will also be able to search by:

• Customer or contact name (any word under the customer’s name will be appropriate).

• Work order ID (must be the exact number).

• The company name.

• Phone number.

• Address (street address, city, zip code, etc.).

• Or any searchable form field.

If the number of work orders surpasses the number range, the subsequent number of work orders will be found on the next page:

To navigate through these pages, use the First, Previous, Next, and Last buttons located towards the bottom of the Work Orders section.

Predefined Saved Searches

Saved searches are a powerful search tool where the search-criteria has been saved for future use; to access the saved searches drop-down, click in the search bar. The default saved search for Work Orders is the "Show All" search.

These saved searches will appear in the drop-down menu and can also be used for dashboards and reports.

By default, MobiWork provides several saved searches for you to use, which are organized by status and date (e.g., Rejected, Approved, Open, etc.):

The list of statuses that can be used in predefined searches are below:

• "Open" will display all work orders that have not yet been assigned to a user or dispatched.

• "Waiting For Dispatch" will display all work orders that have been assigned to a user but have not yet been dispatched.

• "Not Assigned" will display all work orders that have not been assigned to a user yet.

• "Not Scheduled" will display all work orders that have been created but are not scheduled yet (they are not assigned a date or time).

• "Created" will display all the work orders that were created on the specified day (i.e., created today, created this week, and created this month).

• "Scheduled" will display the work orders that are scheduled for a specified date (i.e., today, yesterday, this week, last week, and this month).

• "Dispatched" will display work orders that are assigned to a user, indicating their readiness to commence the work order, along with a scheduled date and time.

• "In Transit" will display the users that are currently en route to their assigned work orders.

• "On Site" will display users that are currently at the designated work order location.

• "Need Follow Up" will display work orders that the user has outstanding tasks on and will need to follow-up on in the future.

• "Completed" will display work orders that have been completed. (i.e., there are no outstanding tasks needed by the user and all Action Items have been completed).

You can access any of these saved searches by clicking on the "Search Area" and selecting your desired "Predefined Saved Search" from the drop-down menu.

If you would like to view all your work orders, click on the "Show All" option from the drop-down menu:

Please note that once you name a new saved search, you will be unable to rename it (instead you would need to delete your saved search and create a new one).

New Search

To create a new saved search, select the "Create a New Advanced Search" option from the drop-down menu:

After clicking on "Create a New Advanced Search," a pop-up window will appear where you can enter your data in the appropriate fields. If you would like to exit from this pop-up window you can click on the esc button from your keyboard.

Once you have finished inputting the required information, you can save the search, make it available to all users, or make it your default search:

Please note that the data used to create a saved search can also serve as the basis for generating reports in MobiWork.

Further definitions for all the terms in the New Search pop-up window can be found below:

Name:	Description:
"Work Order ID"	The ID number for the work order.
"Custom Status"	The custom status of the work order.
"Type"	The type of work order being performed (e.g., Service, Repair, etc.).
"Origin"	Indicates where the work order was created (e.g., the customer portal, mobile device, web, etc.)
"Assigned To"	The user assigned to the work order.
"Scheduled"	The date range in which the work order is scheduled (date and time).
"SLA"	The Service Level Agreement date of the work order.
"Customer Name"	The name of the recipient (customer) that the work order is being done for.
"Address"	The address associated with the customer.
"City"	The city associated with the customer.
"Zip Code"	The zip code associated with the customer.
"Phone Number"	The phone number associated with the customer.
"Created By"	The user who created the work order.
"Creation Date"	The date that the work order was created.
"Last Modified Date"	The date range in which the work order was last modified or updated.
"Closed Date"	The date that the work order was closed.
"Integration Status"	The status of integrating with a third-party software solution such as QuickBooks. Includes the options: Not Applicable, Not Ready for Integration, Integrated, Ready for Integration, and Not Integrated.
"Document Name"	The name of the document linked to the work order. (Can be found in the "Documents" tab of the View Work Order pop-up window).
"Invoice Status"	Includes the status of the invoices associated with the work order. For more information about the status of invoices please see the Invoices List webpage.
"Project"	The project correlated with the work order.
"Sort By"	Sorts your search in ascending or descending order by: Priority, ID, Customer, Status, Created Date, Assigned To, Confirmation Status, Assigned Date, Custom Status, Work Order Type, Closed Date, SLA, Work Order Route, and Route Order.
"Max Result Count"	The max number of results on the page.
"Include From Routes"	Will display work orders created by recurrent routes.
"Show Only Not Scheduled"	Will only display work orders that have not been scheduled.
"Paginate"	When clicking on paginate, the results will show one page at a time versus showing all the work orders in a single list.
"Save This Search"	Allows the search parameters to be saved under a name to be reused in the future.
"Search Available to All Users"	Allows the search to be available to all users.
"Default Saved Search"	Sets the saved search as the default view when accessing the search feature in the future.

Manage Saved Searches

After creating a saved search, you can adjust the search criteria (e.g., dates, tags, categories, etc.) to include more data or to be more selective in the data that is being searched.

Please note that the data used to create a saved search can also serve as the basis for generating reports in MobiWork.

Any new searches that are added can be managed or edited in the Manage Saved Searches pop-up window:

To manage, edit, or remove any Saved Searches you can access the "Manage Saved Searches" option in the drop-down menu; the Manage Saved Searches pop-up window will then appear:

1. You can add a new saved search by clicking the New Search button in the top right of the pop-up window.

2. You can rearrange the order of the saved searches by clicking, then dragging & dropping the selected Search.

3. You can edit or delete a selected saved search by using the drop-down menu under the "Actions" column.

If you would like to easily close this pop-up window, you can click on the esc button from your keyboard.

List Tab

The "List" tab will display your work orders' ID, the status of the work order, the user assigned to the work order, and more:

The "List" tab is the default view when you click on the Work Orders feature.

List Tab Columns

In the "List" tab, the columns are structured to display specific data related to each individual work order.

These columns are organized as: "Status," "Users," "Date," "Time," "Work Order," "Customer," and "Actions."

The corresponding rows under the column headings will display the relevant work order data.

The checkboxes (multiple selection area) found to the left of the "Status" column, will allow you to select either one or multiple work orders to manage, edit, remove, etc.:

By clicking the topmost checkbox in the column heading you will select all the work orders.

The "List" tab column headings are defined as:

Name:	Description:
"Multiple Selection Area"	Checkboxes that are used to select multiple work orders. By clicking the topmost checkbox, you can select all work orders.
"Status"	The status of the work order. The status can be "Open," "Dispatched," "In Transit," "On Site," "Need Follow Up," "Waiting for Parts," or "Completed."
"User"	The user assigned to the work order.
"Date"	The date that the work order is scheduled for.
"Time"	The time that the work order is scheduled for.
"Work Order"	The work order type and ID.
"Customer"	The customer, contact information, and location that the work order is assigned to.
"Actions"	The Paper icon and the Individual Actions button can be found here; these buttons will allow you to perform actions on a work order.

Note: Once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) a new column will appear on the Work Order "List" tab. This new column will be labeled "External ID" and will display the sync status of the selected work order. For more information about connectors, please see the Connectors Framework page.

List Tab Individual Actions

When selecting a work order and clicking on the Individual Actions button (the three vertical dots under the "Actions" column) you will be able to view, edit, create dispatch, and more to the selected work order.

Any actions that are done with the Individual Actions button will only apply to the selected work order:

The Paper icon found under the "Actions" column will allow you to quickly access the View Work Order pop-up window of the selected work order:

The options that are displayed when you select the Individual Actions button are also available under the right-click actions.

List Tab Right-Click Actions

When right-clicking with your mouse on a work order in the "List" tab, you will be able to view, edit, create dispatch, and more to the selected work order.

The options that are displayed when you right-click on a work order, are also available when you select the Individual Actions button.

Any actions that are done with the right-click actions will only apply to the selected work order:

The definitions for the actions found in the Individual Actions button and when you right-click in the "List" tab are below:

Name:	Description:
"View"	Opens the View Work Order pop-up window.
"Edit"	Edits the selected work order.
"Dispatch"	Dispatches the user (e.g., technician) assigned to the work order to the job site.
"Repeat"	Repeats the work order.
"Delete"	Deletes the selected work order.
"Add Note"	Adds a note to the selected work order.
"Export to PDF"	Exports the selected work order into a PDF document.

Note: Please note that once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) to MobiWork, you will gain the option to sync the work order to the accounting connector through the Individual Actions or right-click drop-downs. For more information about connectors, please see the Connectors Framework page.

Global Actions

The "Global Actions" section is located at the top-right of your Work Order feature page; regardless of the tab that you are on, the "Global Actions" will remain in the top-right corner:

The "Global Actions" section includes:

• The Plus Sign button which will allow you to quickly add a new work order.

• The More Actions button (represented by the three vertical dots) which will allow you to edit selected work orders, delete selected work orders, import/export from excel, and more.

• The Question Mark button which will direct you to the respective MobiWork Features page.

• The Graduation Cap which will activate the Onboarding Assistant.

After clicking on the vertical three dots in the top-right corner, the More Actions drop-down menu will appear.

From the More Actions drop-down menu, you can select various actions that will help to manage your work orders, such as editing multiple work orders, deleting multiple work orders, exporting/importing work orders, and more.

These actions can be performed on a single work order or on multiple work orders.

The complete list of actions found in the More Actions drop-down menu are defined below:

Name:	Description:
"Edit Selected Work Orders Status"	Edits the status of selected the work orders.
"Dispatch Selected Work Orders"	Dispatches the selected work orders by assigned user, scheduled date, and planned duration.
"Dispatch Selected Work Orders Using Route Order"	A dispatch method that uses the assigned route order for your work orders to schedule your users.
"Dispatch Selected Work Orders Using Route Optimization"	With this dispatch method, MobiWork will select the best route optimization method for your work orders and users.
"Delete Selected Work Orders"	Deletes the selected work orders.
"Export Individual PDFs"	Exports multiple work orders into individual PDFs; all the PDFs can be found in a folder. This folder and the downloaded PDFs in it, can be located in your Downloads folder.
"Export Combined PDF"	Exports multiple work orders and compile them into a single PDF document.
"Export to Excel"	Exports the work order to Excel.
"Import From Excel"	Imports work orders from Excel.
"Settings"	Directs you to the Work Order Settings page.

Note: Please note that once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) to MobiWork, you will gain the option to sync the work orders to the accounting connector through the More Actions drop-down. For more information about connectors, please see the Connectors Framework page.