When a work order is assigned to your company, it will appear in Provider Automation on the Work Orders List. Understanding the details of a work order can help you manage your work orders effectively.
Let's review how a work order displays on the Work Orders List, divided into the following sections:
- Section 1 (Issues & Status) displays the problem code, status, description, trade, category, priority as well as the date when a work order was created, the caller name, and the work order age.
Section 2 (WO Details) contains the work order tracking number, location details, subscriber, NTE amount as well as scheduled date, expiration date, and work date. If a proposal or invoice also exists for a work order, they appear in this section — right under the NTE amount.
Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative.
- Section 3 (Notes & Descriptions) shows the problem description, the last added note, pinned note that your client has highlighted as important, and the resolution (for Completed and Invoiced work orders) which may include resolution and root cause codes. If a work order has an associated RFP or asset, they also appear here.
- Section 4 (Work Order Actions) provides options for adding notes and attachments, viewing work order details, and creating proposals and invoices.
- Section 5 (Links and Bulk Actions) depicts icons indicating starred work orders or recalls, the total time spent by a technician on-site, and a checkbox to select this work order for bulk actions or downloads.
Sections of a Work Order
Click and expand each section below to drill down into the information on each work order.