Viewing your work orders

The Work orders page is where you decide what needs attention next. You can filter the same work and then view it as a personal queue, status board, sortable table, or calendar.

Start here each day

If you’re a technician, begin in To Do → Assigned to Me. If you’re managing the operation, Board and Table make it easier to see workload, stalled work, priorities, and due dates across the team.

Find the work you need

Use the filter chips across the top of the page to narrow the work-order list:

Filter	Use it to find
All Open	Everything that has not been completed
Requests	Submitted requests waiting for a decision
Not Started	Work that has not begun
In Progress	Work currently underway
On Hold	Work paused by a blocker
Overdue	Open work past its due date
Done	Completed work

Use the search box when you know something about the job you’re looking for. Search can match the work-order number, title, description, location, assigned person, or asset. Filters and search work together.

Choose the right view

View	Best for	Think of it as
To Do	Technicians working their queue	What should I work on?
Board	Seeing work move by status	Where is work getting stuck?
Table	Sorting and comparing many jobs	What needs management attention?
Calendar	Planning around due dates	When is the work expected?

To Do — work your queue

The left side groups work into Assigned to Me, Assigned to My Teams, and All Open Work Orders. Select a work order and its details open beside the list.

Board — see work by status

Work orders are grouped into Not Started, In Progress, On Hold, and Done columns with a count for each. This is useful for spotting work that has not started or jobs sitting on hold.

Table — scan and sort

Columns include number, title, asset, status, priority, assignee, and due date. Select a column heading to sort the list. This is especially useful for managers reviewing workload and deadlines.

Calendar — plan by date

Work orders appear on their due dates in month or week view. Jobs without a due date stay in the No due date tray, and you can drag a job onto a day to schedule it.

No due date does not mean no priority

The Calendar helps with scheduling, but unscheduled work still needs attention. Review the No due date tray periodically so important jobs do not disappear from planning simply because a date was never assigned.

Open and update a work order

In To Do, selecting a work order opens its full details beside the list. In Board, Table, and Calendar, selecting a work order opens the same details in a pop-up window.

From the work-order details you can handle the job itself — including status, labor time, parts, purchases, photos, comments, and other available actions.

Close the pop-up with the × in the top corner. Clicking outside the window doesn’t close it, which helps prevent an accidental tap from interrupting work you’re entering.

Pending approvals

Managers see a Pending your approval panel above the work-order views when requests are waiting for a decision. The running count makes those requests visible without mixing them into the normal work queue.

See Requests and approvals for the approval process.

What requestors see

Requestors have a simpler experience. Instead of the full set of filters and views, they see the work they’ve submitted, separated into open requests and closed work orders.

A simple daily workflow

1. Open Work orders and start in To Do.
2. Check Assigned to Me for your current jobs.
3. Open the job you’re working on and change its status to match the work.
4. Record the work as you go.
5. Mark the job completed when the work is finished.

Next step

Read Work order statuses explained so each job accurately shows whether it is waiting, active, blocked, or finished.