- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
Overview
MobiWork's "Work Order" represents the work requested by or for a customer. It includes various information, such as, customer, contact, job location, work order job notes, schedule, invoices, etc.
Work Orders are closely related to the Dispatching and Schedule pages; for more information about these sections please click on the respective hyperlinks.
The various tabs in the View Work Orders pop-up window will allow you to view your work order data, any assigned users, invoices related to the work order, any parts or services associated with the work order and more!
Using the Table of Contents below, scroll or use ⌘ + F (for Mac)/Ctrl + F (for PC) to find your desired feature.
Table of Contents
Web User Interface
- Work Orders List
- View Work Order
- How to Access the Page
- Work Order View Layout
- Overview and Layout
- Work Order Full-Size View
- Work Order Tabs
- Work Order ID and Status
- Upper Right Corner Actions
- Upper Right Corner Actions (Detailed)
- PDF Button
- Refresh Button
- Individual Actions Button
- Edit
- Edit Status
- Delete
- Add Purchase Order
- Manage Inventory
- Manage Skills
- Export to Excel
- Export into PDF
- Send Email With PDF
- Print Work Order
- Question Mark Button
- X Button
- Summary Tab
- Forms Tab
- Parts and Services Tab
- Assets Tab
- Documents Tab
- Action Items Tab
- Job Costing Tab
- Billing Tab
- Metrics Tab
- History Tab
- View or Print a Work Order in PDF
- How to Access the Page
- Export Multiple Work Orders (PDF)
- Work Order PDF Layout
- Print Your Work Order
- Custom Work Order Options
- Add Work Order
- Import and Export Work Orders
- Edit Work Order
- How to Access the Page
- Edit an Individual Work Order
- Edit the Work Order Status
- Edit Multiple Work Orders
- Work Order Types
- Delete Work Order
Mobile App User Interface
- Mobile Work Order Layout
- Search Work Orders
- View Work Order on Device
- How to Access the Feature
- View Mobile Work Orders Layout
- Actions Panel
- Information Panel
- Action Items
- Complete a Work Order
- How to Access the Feature
- Complete a Repair Work Order (Main Actions)
- Complete a Sales Work Order (Main Actions)
- STEP 1: View Customer
- STEP 2: Arriving to the Job Site
- STEP 3: Adding Quotes
- STEP 4: Adding Sales Order
- STEP 5: Customer Survey
- Complete a Service Work Order (Main Actions)
- Complete a Simple Work Order (Main Actions)
- Secondary Action Items
- Need Follow Up
- Request Missing Parts
- Order Missing Parts (PO)
- Add Expense
- Add Quote
- Add Sales Order
- Update Time Tracking
- Update Crew Time Tracking
- Actions Panel
- Close Work Order
- Edit Work Order
- Add Note
- Add Reminder
- Add Expense
- Documents
- Add Image
- Images
- Billing
- Location History
- Contacts
- Assets
- Complete/Close Work Order
- Add Work Order
- Edit Work Order
- Load Items
- Unload Items