Work Order Details
The work order detail page provides a comprehensive view of all information related to a service job. Understanding how to navigate and use the detail page is essential for managing work orders effectively throughout their lifecycle.
Detail Page Overview
When you open a work order, you'll see a tabbed interface that organizes information into logical sections. The header displays the work order number, customer name, status, and quick action buttons for common tasks like dispatching or creating invoices.
Service Information Tab
This tab displays the core details about the service work:
Customer and Location: View complete customer contact information and the service address. Click through to see the full customer profile or get directions to the service location.
Service Details: Review the service type, priority level, scheduled date, and current status. You can edit these fields as circumstances change. The status typically progresses from Created to Dispatched to In Progress to Completed.
Description and Notes: The original work request description appears here along with any additional notes added by office staff or technicians. Notes are timestamped and attributed to the user who added them, creating an audit trail of communication.
Timeline: A chronological history shows when the work order was created, dispatched, started, and completed. This helps track response times and identify bottlenecks in your service workflow.
Equipment Tab
If the work order involves specific equipment, this tab displays equipment details and service history:
Equipment Information: View equipment specifications, serial numbers, installation dates, and maintenance schedules. This context helps technicians understand what they're working on before arrival.
Service History: See all previous work orders and service activities related to this equipment. Recurring problems become apparent, helping technicians diagnose issues more quickly.
Equipment Documents: Access manuals, warranty information, parts diagrams, and other documents related to the equipment.
Notes and Communication Tab
This section centralizes all communication related to the work order:
Internal Notes: Add notes visible only to your team. Use these for scheduling coordination, parts ordering updates, or other internal information.
Customer Communication: Log phone calls, emails, or text messages exchanged with the customer. This creates a complete communication history that any team member can reference.
Attachments: Upload photos, documents, or diagrams related to the work. Technicians often add before and after photos to document completed work.
Activity Log
Every action taken on a work order is recorded in the activity log. This includes creation, edits, dispatch, status changes, and invoice generation. The log shows who performed each action and when, providing complete accountability and traceability for service work.
Quick Actions
Action buttons at the top of the page provide fast access to common tasks like dispatching to technicians, adding notes, uploading documents, or converting the completed work order to an invoice.