The following article will walk you through how to check in and out of a job and update a work order status.
Bulk Accepting/Rejecting Work Orders
1. To Bulk Accept/Reject multiple work orders, you will navigate to the Work Order Module
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.
3. Once the filter activated, it will refresh your work order list and will only show you the work orders that are under "Pending SP Acceptance" place a tick on the tick box for 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.
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.
5. A panel will appear on the right side of the module showing the selected work orders and a 2 radio button to select. Select which status you would want the the selected work orders be updated to and hit the save button to save the changes.
Checking in/out of a Job & Updating a Work Order Status
1. To Check In/Out of a job, or to update the work order Status, you will use the status update buttons found at the upper portion of the page.
2. All work orders start in the status 'Pending SP Acceptance'. Once accepted, they move to status 'Accepted'.
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 are on route to the customer's location.
Arrived - This status signals when you or your technician have arrived on location and "checked in".
Complete - This status signals that the work has been completed, and the tech is "checked out".
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.
5. The following are other statuses that can be used to communicate updates to your customer
Pending Parts - This status signals that the work requires additional parts to complete the job.
Return Visit Required - This status signals that the a return visit is required to complete the job.
Submitting Proposal - This status informs your customer that you will be submitting a proposal for the required work.