Product / Knowledge Base / 4. Work Orders

4. Work Orders

User & Administration Guide — Version 1.0.0.29

Guide summary

Create, assign, track, and complete field service jobs.

On this page

4.1 Create a Work Order

  • Click New Work Order in the top bar or on the Work Orders page.
  • On General, enter title, description, priority, and service type.
  • On Location & Assignment, select Customer and Site.
  • Optionally assign a Technician and Scheduled Date.
  • Click Save. A work order number (for example WO-2026-0001) is assigned automatically from Settings → Numbering.
New work order form
New work order — General and Location tabs with customer and site lookups.

Form Templates and Forms settings tabs control which fields appear and whether they are required.

4.2 Manage the Register

  • Search by work order number, title, customer, or technician.
  • Filter by status using the dropdown.
  • Open a row to view or edit details. Change status inline where supported.
  • Delete rows you have permission to remove — confirm in the dialog.
Status Meaning
New Job logged, not yet scheduled
Scheduled Date and technician assigned
En Route Technician traveling to site
On Site Work in progress
Completed Job finished
Cancelled Job cancelled

Custom statuses are configured under Settings → Work Order Status; Scheduler columns group by workflow bucket.

Work Orders list
Work Orders — search, filters, priority pills, and status badges.

Notification workflows can email customers and technicians when status changes — configure under Settings → Notification Workflows.

4.3 Work Order Detail Panel

  • General — title, description, priority, service type, and status.
  • Location — customer, site, and linked asset.
  • Assignment — technician and scheduled date.
  • Activity — SharePoint version history for the record.