Location Search

To view all open work orders, request/create a WO, or to request a quote for a specific location or to request a work order to be assigned to yourself, follow the below steps:

From the Home screen, press [Search].

Press [Location].

In the View section, press Open Work Orders. TIP: You can also request/create a work order (depending on your company settings), request/create a quote (depending on your company settings), and submit a sales lead.

All open work orders for the respective location are now on display.  To request the work order to be assigned to the logged in technician, press [Request]. A notification will be sent to the back-office that the technician requested the work order to be assigned to them.  The back-office can then decide to assign the work order to the technician or not.  If the work order is assigned, the technician will receive a notification that the work order has been assigned to them.

FROM WORK ORDER DETAILS SCREEN

You can also access the open work orders screen from within the Work Order Details screen by pressing [View Details] button in the Location card section.