Bulk Accepting/Rejecting Work Orders
Step 1
To Bulk Accept/Reject multiple work orders, navigate to the Work Order Module
Step 2
All work orders start in the status 'Pending SP Acceptance'. To ensure it will not affect any other work orders, make sure that your filter is selecting Pending SP Acceptance only.
Step 3
Once the filter is activated, it will refresh your work order list and will only show you the work orders that are under "Pending SP Acceptance." Select the work orders you want to accept/reject.
Note: You can only do one status per bulk changes, so make sure to select the correct work orders before accepting or rejecting.
Step 4
Once you have selected the Work Orders that you wish to accept or reject, just click the "Bulk Edit" button located at the top of the module.
Step 5
A panel will appear on the right side of the module showing the selected work orders. Select the options to bulk edit, and hit the save button to save the changes.
Checking in/out of a Job & Updating a Work Order Status
Step 1
To Check In/Out of a job or to update the work order Status, use the status update buttons found at the upper portion of the page.
Step 2
All work orders start in the status 'Pending SP Acceptance'. Once accepted, they move to the status 'Accepted'.
Step 3
If your customer has marked Status Enforcement on, then you will be required to follow a set path of status updates to move from 'Accepted' to 'Complete'. That path is:
Accepted - This status signals that the work order has been accepted.
En Route - This status signals when you or your technician is en route to the customer's location.
Arrived - This status signals when you or your technician has arrived on location and "checked in".
Complete - This status signals that the work has been completed, and the tech is "checked out".
Step 4
If your customer has marked Status Enforcement off, then you will have access to all work order status updates after accepting, and will not have to follow a set path of status updates to move a work order to 'Complete' status.
Step 5
The following are other statuses that can be used to communicate updates to your customer
Submitting Proposal - This status informs your customer that you will be submitting a proposal for the required work.
Pending Parts - This status signals that the work requires additional parts to complete the job.
Return Visit Required - This status signals that a return visit is required to complete the job.