To export or import your work orders, you will first need to access the Work Order List or the Schedule page. For more information about these pages, please see their respective hyperlinks.
- From the Work Order "List" tab, there are several different ways that you can export or import your work orders into a PDF file or Excel file:
- From the Schedule feature tabs, you can also export your work orders into a PDF file or Excel file:
Import From Excel
You can click on the More Actions button from the "Global Actions" section, and from the drop-down select the "Import From Excel" option. You can also access the "Import Work Orders From Excel" action from the Schedule feature's More Actions button.
Export into Excel
To export your work order into an Excel document, you will first need to open the View Work Order pop-up window:
You can click on the Individual Actions button in the top right of the pop-up window and from the drop-down select the "Export Work Order to Excel" option.
- Please note that there are many ways that you can access the View Work Order pop-up window. Please see the View Work Order page for the different ways that you can open the View Work Order pop-up window.
You can click on the More Actions button from the "Global Actions" section, and from the drop-down select the "Export to Excel" option.
You can click on the More Actions button and from the drop-down select the "Export to Excel" option. You can also access the "Export Work Orders to Excel" action from the Schedule feature's More Actions button.
Export into PDF
To export your work order into a PDF, you will first need to open the View Work Order pop-up window:
- Please note that there are many ways that you can access the View Work Order pop-up window. Please see the View Work Order page for the different ways that you can open the View Work Order pop-up window.
You can click on the PDF icon in the top right of the pop-up window
You can click on the Individual Actions button and from the drop-down select the "Export Work Order to PDF" option
You can click on the More Actions button and from the drop-down select the "Export to PDF (Full View)" option.
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.
Once you have entered the work orders in the Excel document correctly, you can upload that document to MobiWork:
First, access the Work Order List page. Please see the Work Order List section for more information on how to access this page.
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:
Upload your Excel file to the drag & drop feature and then click on the Import button:
You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:
Once you are redirected to the Import Work Order Results page, click the Done button:
The newly uploaded work orders from Excel will then be displayed in MobiWork with your other work orders.
To export this file from the Work Order "List" tab:
Select the work order that you would like to export to Excel:
- Please note that if you would like to export all your work orders into Excel you can click on the topmost checkbox (Multiple Selection Area) located in the Work Order "List" tab or Schedule feature tabs columns:
Click on the More Actions button and from the drop-down menu select the "Export to Excel" option:
The Excel file will automatically download, and you will be able to locate it in your computer's Download folder.
This export will display the basic work order data (e.g., Work order ID, customer ID, address information, work order type, etc.) in an easy-to-read format. You can then use Excel to easily navigate through your company's work orders:
To export a work order into a PDF file, you will need to first access the View Work Order pop-up window. Regardless of the method that you choose:
By clicking the PDF icon in the top right of the pop-up window:
By clicking on the Individual Actions button, and from the drop-down selecting the "Export Work Order to PDF" option:
Or by clicking on the More Actions button and selecting either the "Export to PDF (Full View)" option or the "Export All PDFs" option from the drop-down. For more information about these two types of PDF exports, please see the View or Print a Work Order in PDF page:
The work order will automatically be downloaded as a PDF to your computer. For more information about PDF work orders, please see the View or Print a Work Order in PDF page.
Send Email With PDF
To send your customer a PDF copy of the work order to sign, you must first be on the View Work Order pop-up window. Once you are on this pop-up window, click on the Individual Actions button in the upper right corner.
From the drop-down, select the "Send Email With PDF" option:
You will then be redirected to the Send Work Order page. On this page, input the recipient email address, the subject, and the email message. Once you are satisfied with your message, click the Send button:
