In the upper-left corner of the Homepage, you can search for specific work orders to:
- View and update work order details and statuses.
- Add notes and attachments to work orders.
- Request to reschedule date or time.
- Create proposals and invoices.
You can search for either individual work orders or all work orders for a Location ID.
Search by Individual Work Orders
You can search for either a single work order or a batch of work orders.
- In the upper-left corner of the Homepage, select the desired search indicator in the drop-down list.
- The Tracking # option is selected by default.
- Enter the appropriate number(s) in the text area.
- (Manually entering numbers) Type each number into the Text field. For multiple numbers, separate each one by either a comma (,) or a semicolon (;).
- (Copying and pasting from a spreadsheet) Copy a row or column from an Excel or CSV file, and then paste in the text area.
- Click Search. The Work Orders List appears listing the work order(s) matching the entered number(s).
Search Criteria
You can find work orders by using either the Exact Search or Starting with search terms.
| Exact Search | Starting with search |
Certain search criteria, such as Tracking numbers or Location IDs, are searchable only by their full, precise number. You cannot use a partial term to search for records using the Exact Search. | The beginning of the term used to search must match the beginning of the desired record. |
| For example, when searching for Tracking # 12345678, you can only use “12345678” to search. Partial terms, such as “123” or “12345,” will not pull up the desired records. | For example, when searching for all work orders with Purchase Order numbers between PO-180 through PO-189, using a search term beginning with “PO-18” will pull up all work orders with PO numbers between PO-180 through PO-189, as well as all other work orders fitting that criterion (say, “PO-1887”). |
You cannot search using wildcards such as asterisks (*) (for example, “123*”). |
Searching for Work Orders by Location
You may search for all work orders related to a specific location. The Location ID field uses the Exact Search criterion.
You can search by one Location ID or several using a comma. For example: 000, 020.
- In the upper-left corner of the Homepage, select Location ID in the drop-down list.
- (Optional) Select the Exclude Maintenance checkbox to exclude maintenance work orders from your search. See Exclude Maintenance below.
- Click Search. The Work Order List appears with all work orders for that location generated in the past 3 months.
Exclude Maintenance
When you search for work orders using the Location ID, maintenance and repair work orders will appear in search results. To exclude them from your search, select the Excluded in the Maintenance: drop-down.
The Exclude Maintenance checkbox only refers to work orders created by clients through the Planned Maintenance module. Client-created categories with the term "maintenance" in the title are not affected by this feature.
Read the next article in this series: Communicating with a Client.
