Viewing and Assigning WorkForce Work Orders in Batch

    All work orders assigned to you by either your client or another contractor is listed underneath the WorkForce sub-menu. Underneath the WorkForce tab you will see WOs: [X] Unassigned / [Y] Assigned, where [X] and [Y] are the number of work orders in each respective category.

    Click WOs: [X] Unassigned / [Y] Assigned to expand the list:

    Managing WorkForce Work Orders in Batch

    From here you can:

    • view all work orders that are either assigned to technicians and sub-contractors, or unassigned;
    • assign work orders to technicians and sub-contractors;
    • filter work orders by looking into the future or in the past; and
    • filter work orders by Service ID.

    How to view Assigned and Unassigned Work Orders:

    1. Click WOs: [X] Unassigned / [Y] Assigned to expand the list. By default, Unassigned Work Orders with scheduled dates 7 days ahead will appear.
    2. Click the Sort WOs By dropdown menu and select the appropriate checkbox to sort work orders by trade, scheduled date, location or work order status.
    3. Click the Filter WOs By dropdown menu and select the appropriate checkbox to view work orders that are 7 days, 14 days, 1 month, or 3 months ahead, as well as 3 months behind. You can also view All work orders.

    How to Assign work orders to technicians and sub-contractors:

    Work Order Batch List: Unassigned Filters

    1. Under the WOs: [X] Unassigned / [Y] Assigned expanded list, click Sort WOs By dropdown menu and select one of the Unassigned work order sorts. (By default, the list is sorted by Unassigned & WO Status.)
    2. (Optional but recommended) Click the Filter WOs By dropdown menu to look ahead by at least 14 days.
    3. (For maintenance work orders under the same Service ID) Click the [x] Unassigned WOs button to view all work orders under that Service ID.
    4. Click Assign WO adjacent to each work order. The Assign WO # modal appears.
    5. Click the Select Employees / Sub-Contractors dropdown menu to select the appropriate technician(s) or sub-contractor(s).
    6. Click Assign. The work order is assigned, and moves to the [Y] Assigned WOs list. Note on the work order the number of Persons (technicians) or Sub-C (sub-contractors) assigned to the work order.

    Assigned Work Orders from Batch List