Changing Work Order Status

Overview

Work Order Statuses track the progress of a job from start to finish.

Statuses help you:

• Organize work orders.
• Track job progress.
• Filter work orders on the dashboard.
• Keep technicians and office staff up to date.

Statuses are displayed on:

• The Dashboard.
• The Administration tab of the work order.

Change a Work Order Status

Option 1: From the Work Order

1. Open the work order.
2. Go to the Administration tab.
3. Under Work Order Details, select a new status from the Status dropdown.
4. Save your changes.

Option 2: Dashboard Schedule Icon

1. In the Dashboard Table, find the status icon for each work order under
2. Actions > Select and change

Option 3: Work Order Quickview Pop-up

1. Find a work order on the Dashboard Table view or Kanban view
2. Click work order preview icon
3. Select the status icon to change status
   

Select from list of statuses:

• Work Requested
• Site Survey
• Quote
• Ready for Scheduling
• Waiting for Parts
• Service
• Service Complete
• Invoice
• Complete
• Cancelled.

Additional Info

When a technician submits a work order, the status will automatically update to Service Complete on the work order and in the dashboard under that status.