Work Orders - Open

Open Work Orders

The Work Orders - Open section displays all active work orders for the respective customer, including work orders that need action (awaiting customer signature).

To view the work order details click the Work Order Number or click the three vertical dots and select Details. 

Like that of HQ, there are icons throughout the portal that allow users to enable/disable filters, to export the data in the table to a .csv file, and to hide/unhide and arrange the columns in the table and to request a work order (+ sign).

For a streamlined view focusing solely on work orders awaiting signature, click on [Awaiting Signature].

Awaiting Signature

Click [Awaiting Signature] to view work orders that have been completed and left in 'Customer Review' by the Service Technician, waiting for the customer's signature.

To sign the work order, click on the relevant work order number and scroll to the bottom to click [Sign and Complete].

TIP: To receive a notification when a work order is left in 'Customer Review', go into My Profile/Notification Settings and check the box next to 'A work order is ready for review'.