Taking Actions on Work Orders from the List View
- Chellie Esters
- Jason Gauntz (Unlicensed)
- Lamont Eddins
Owned by Chellie Esters
From the Work Order List View you can take the following actions:
- Leave Reviews for Providers
- Add Notes
- Add Attachments
- Reassign to another service provider
- Create Proposals and Invoices
- /wiki/spaces/~705221446/pages/575243142
You can also take action on invoices and proposals and finally, you can view work order details and edit the work order.
Also on each work order in the list, you can:
- Check the select box to select the work order for either singular or batch actions, such as editing work orders, adding notes to work orders, and copying work orders to paste into an email.
- Click the star icon to mark it as a favorite. You can then filter work orders by the ones you have starred, and save a filter set that includes starred work orders.
- Hover your mouse over the recall icon to view work orders based on a recall.
- Hover over the link icon to view all linked work orders, to determine the full scope of the project or issue.
- View the clock icon to see the number of hours technicians have checked into a work order.
Articles in this Section
- Reassigning a Work Order from the List View
- Editing a Work Order from the List View
- Adding and Viewing Work Order Notes from the List View
- Adding Attachments from the List View
- Leaving Reviews and Feedback on the List View
- Creating and Viewing Linked Work Orders
- Creating Proposals, RFPs, and Invoices from the List View
- Moving a Work Order from One Dashboard to Another
- Approving Proposals from the List View
- Approving Invoices from the List View
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