Page Comparison

Filters available both on the Filter By tab and in the All Filters popup:

• My Saved Filters. Select a saved filter to view matching work orders.
• Date. You may filter work orders by the following date types:
  • Call date
  • Scheduled date
  • Completed date
  • Invoice date
  • Follow-up date

  • No Activity

    Note
    For large businesses and/or corporations with work orders over 500,000 is reduced to 6 months and can use the No Activity on Work Orders under the Standard Dashboard in Analytics for details beyond 6 months for the No Activity filter.

    
    

    Info
    There may be slight discrepancies in the results seen on the work order list view and the No Activity on Work Order Dashboard due to a few factors. For example, Analytics data refreshes hourly whereas the Work Order List View is real-time and Analytics also factors in some invoice updates.

    
    

• Range. Use this filter to find work orders for a specific time period. Note that you set the range for the selected Date. The available options are:
  • Today
  • Past month
  • Past three months
  • Past year
  • Specific date range

  • Older than, which helps you locate work orders with the date older than the number of days defined in this filter.
    

    Note
    The Older Than filter is available for Open and In Progress work orders only.

    
    

• With Attachments Only and Without Attachments Only. Select one of these checkboxes to get work orders with or without attachments.
• Starred. Locate work orders that you have marked with a star.
• Exclude 0 NTE. Exclude work orders with a zero NTE amount.
• Select Recalls Only Only view work orders recalls.
• Select ETA Missed Only Only view work orders with missed ETAs.
• No On Site Visits View work orders that did not have an on site visit.
• With Project ID View or exclude  work orders that have a project ID.
• With Linked Orders View or exclude work orders that are linked.
• Location filters. Use this option to view work orders filtered by any of the following location detail:

  • Location ID
    

    Tip
    You can select multiple location IDs one by one from the dropdown OR paste a list of location IDs copied from an Excel sheet or any other document. Up to 600 IDs can be pasted. Ensure that each location ID in the copied list is placed on a separate line, as shown in the example below: 000 001 002 003 004

    
    

  • Location Name
  • Address
  • Region
  • District
  • City
  • State/Province

  • Country 
    

  • Store Open Date

    Tip

    For the Location ID, Region, District, State, and Country criteria, a dynamic drop-down list appears below where you can select the desired item or type in the name to narrow the search. For the Location Name, Address, and City criteria, type the information in the field below, and then press Enter. You can filter your work orders by multiple location IDs, regions, districts, or states/provinces. When filtering by location name, address, city, country, or store open date, however, only one option can be specified.

    
    

• Location Note. You may filter work orders by those location note headers that are set up for your company in the Admin module. Select the desired location note, type in the required information in the text field below the Location Note dropdown, and press Enter.
• GL Code. Filter for work orders by GL Code. Entry must be an exact match of GL code name or value. You can enter multiple codes.
• Additional Approval Code. Filter for work orders by Additional Approval Codes. Entry must be an exact match of Additional Approval Code value. You can enter multiple codes.
• Trade. Use this dropdown to select trades one by one.
  Alternatively, click the list icon to the right of the dropdown to view all trades in a popup. Select or deselect as many trades as required, and then click OK. The trades that you’ve selected appear below the Trade dropdown.
• Priority. View work orders of the selected priority. Select all or desired priorities in the drop-down list by checking the boxes next to the priority names, and click Filter.
• Category. Use this dropdown to select categories one by one. Alternatively, click the list icon to the right of the dropdown to view all categories in a popup. Select or deselect as many categories as required, and then click OK. The categories that you’ve selected appear below the Category dropdown.
• Labels. Use this dropdown to select work orders with a specific Label applied, as done so when editing a work order. 
• Weather Type. Use this dropdown to select work orders with a specific Weather Type applied, either through editing a work order or through the Dashboard.

• Status. Apply this filter to view work orders in multiple statuses. When you need to get work orders only in one particular status, click the required tab at the top of the Work Orders List. See About Work Order Life Cycle and Statuses for more information.
  

  Info
  The status tabs at the top of the Work Orders List — All, Open, In Progress, Completed, Invoiced — display work orders in the corresponding status. The All tab displays work orders in all statuses. However, to view work orders in multiple statuses at a time, for example, both in the Open and In Progress statuses, use the Status filter.

  
  

• Extended Statuses. Use this filter to view work orders in one or multiple extended statuses at a time. Open the drop-down list, select the required extended statuses, and click Filter. The page refreshes, and the selected extended statuses appear under the Extended Statuses dropdown.
• Exclude Invoiced Calls. Use this filter to hide work orders that have been invoiced.
• Select Verbal Approvals Only. List work orders where the Verbal approval box is checked in the Edit Work Order modal, indicating changes to the NTE amount were approved verbally and marked accordingly on the work order.

• Exclude Internal Providers and Exclude External Providers. Hides work order assigned to internal or external providers, respectively.
  

  Tip
  To view work orders assigned to both internal and external service providers, clear both checkboxes.

  
  

• Provider. View work orders assigned to specific service providers. To select a provider, click the Provider dropdown, and select the desired provider name. Repeat to add more providers.
• Caller. Filter work orders by name of a specific caller, i.e., a name that you or someone from your company entered when creating a work order.
• Created By. Filter work orders by account used to create those work orders. Note that when multiple users create work orders using the same account — for example, a single account for a location with multiple users — all those work orders appear on the list.
• Problem Description. Filter work orders by problem description. Type in the desired keywords, and press Enter.
• Has Badge. Locate work orders with already assigned technicians — when a tech is assigned to a work order, their badge appears among work order attachments.
• Only Show Providers with Technicians. Find work orders allocated to service providers that have technicians.

Additional filters are available only in the All Filters popup:

• Select Recalls Only. List work orders created when the same problem re-occurs within 30 days after the original work order was completed.
• Select ETA Missed Only. Filter work orders where service providers missed the estimated time of arrival.
• No On Site Visits. List Open and In Progress work orders that have no check-in entries made by technicians via either the Interactive Voice Response (IVR) system or the ServiceChannel Provider mobile app.
• Show Void. Show voided work orders on the Void tab which appears on the top of the Work Orders List among other status tabs.
• Assignee. Use this dropdown to view work orders that have a particular assignee or no assignee at all. Available options are:
  • No Assignee
  • Has Assignee
  • Assigned to Me
  • The name of a particular user
• Asset Type. Find work orders with a specific asset type.