This article has been created to help you navigate through the new Work Order Details page.
Navigating the Work Order Details Page
1. The first step in interacting with a work order is finding and navigating to the Work Order Details page. If you are unsure of how to do this, please reference the following article: How to Navigate the Work Order Module.
2. Once you have located your target work order, and opened up the Work Order Details, you will be presented with a page that looks like page in the image below.
At the very top of the module, you will see the following tabs:
Details - This tab shows all information related to the selected Work Order
Attachments - This tab shows all attachments related to the selected Work Order
Comments - This tab shows all communication between the customer and service provider related to the selected Work Order
Activity - This tab shows the combined history of all customer and service provider activity taken on the selected Work Order.
Just below these tabs, you will find the following information:
Work Order ID
WO Status
Customer
Location
Store Number
Asset Name
Service Provider WO ID
Assigned To
Category
Priority
Add Invoice
Add Comment
Asset Photo (if available)
Available Work Order Status updates
And on the bottom bulk of the page, you will find the following details:
Location Address
Location Phone Number
Requested By
Trade
Problem
NTE
ETA
Overtime Approved (yes/no)
Internal Work Order (yes/no)
Age of Work Order
Work Order Date
Description
You will also find the following three action icons at the top right corner:
Edit
Return to Last Page
As well as hyper links to related Work Orders, Invoices, Proposals, the Asset Details, and the Location Details.
If you are looking for help on checking in/out of a job and updating a work order status, please see the following article: How to Update a Work Order Status (Check In/Out of a Job)