Office Dashboard Overview

Advanced Filter Search

Use Advanced Filters to quickly find work orders.

You can search by:

• Work Order Number
• Asset Name
• Asset Address, City, State, or ZIP Code
• Customer Name or Address
• Assigned User (First Name, Last Name, or Email)
• Contract Name
• PO Number

Tip

• Combine multiple filters to narrow your results.
• Example: Search by ZIP Code, then add a Customer and Assigned Technician filter.

Dashboard Refresh

To refresh the dashboards, find the refresh icon next to the search bar.

Work Order Ticket Colors

Work order tickets are color-coded based on their deadline.

Note:

• Ticket colors do not appear for work orders in these statuses:
  • Invoice
  • Complete
  • Cancelled
    
• Ticket colors are not shown in the Calendar view.

Overdue or due today = Red

Due within the next three business days = Orange

Not overdue and not due within three days = Blue

Drag & Drop Work Order Cards

1. Long-click a Work Order card.
2. Drag and drop it to a new status.

Note

• The destination status must be open (arrow pointing left <).
• Closed statuses cannot be selected.

Dashboard Table

Find the dashboard table by choosing the middle icon in the top right corner of the Dashboard.

Use the drop-down arrow on each column to:

• Sort items alphabetically.
• Change viewing options.

Each work order row has an Actions column.

Use the Actions menu to:

• Open a quick view of the work order.
• Add or change the schedule date.
• Manage assigned technicians.

Downloading Dashboard data

1. Go to the dashboard table
2. Select download button in the top right corner of the table

Additional Info

• Filters do not automatically carry over when switching between Kanban and Table views.
• To apply the filter:
  1. Change the filter or search term.
  2. The updated results will display.

Dispatch Board

Note

• Technician users must be active to appear on the Dispatch Board.
• Admin users can activate technicians from the Users menu.

To view scheduled work orders:

1. Open the Dispatch Board from the top-right corner.
2. View scheduled work orders on the calendar.

• View a list of all active Technicians available for work order assignment.
• View each technician’s scheduled work times on the board.
  

Work Order Priority Colors