How do I find a Work Order?

To find a specific Work Order, please use the following options.

Method 1:  Global Search

To swiftly locate an Work Order, utilize the Global Search bar positioned at the top of each page. Alternatively, you can press the forward slash (/) on your keyboard for quick access.

The Global Search returns entities that match your search term. To isolate only Work Order results, precede your search term with "work-order:" with or without a space after the colon.

Try narrowing Work Order search results by Work Order ID, person requesting, or by vendor reference number.

Method 2: Work Orders Index Page

1

Click on Accounts.

2

Click on Work Orders.

3

Using the Search and Filter box, filter results by entering a Service, Location Name or Service Address.

4

Click on View or Edit.

Method 3:  From a Service.

To obtain all Work Orders for a specific Service, follow these steps:

1

Click on Accounts.

2

Click on Services.

3

In the Search and Filter area, enter what you know about your Service (Service ID, Location name, Company, etc.

4

From the returned results, click on View for your target Service.

5

On the Service's Show page, scroll down to the Work Orders area. The 12 most recent Work Orders for this Service are displayed. To view additional/older Work Orders, click on View All below the table for a more extensive list of Work Orders for this Service.

If you do not see any Work Orders in this area, then no Work Orders exist.

6

Click Edit on any Work Order to see and edit its details.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.