Work Order Overview on Portal

Where is pre-existing Work Order?

The Work Order (WO) & Field Ticket (FT) Flow feature provides users with a comprehensive view of all work orders and field tickets within the system. Here's a breakdown of its functionality:

1. Accessing WO & FT Flow: Simply click on the "WO & FT Flow" option within the Home Page to access all existing work orders and field tickets. 

2. Search Bar: Located at the top of the page, users can input keywords to quickly find specific work orders or field tickets.

   • Detailed Filter Box: Positioned on the right side of the page, this filter box offers more advanced filtering options for precise searches.

3. Additional Actions via Ellipsis (Three Dots): Clicking on the ellipsis icon associated with each work order or field ticket opens a menu with various options:

   • Open FT: Opens the selected field ticket for detailed viewing and editing.
   • Open Work Order: Allows users to access and manage the details of the chosen work order.
   • Open Job: If relevant, this option opens the associated job linked to the selected work order or field ticket.
   • Open Quote: If applicable, users can navigate to the associated quote related to the selected item.
   • Delete FT: Permanently removes the selected field ticket from the system.
   • Delete WO: Similar to deleting a field ticket, this option deletes the chosen work order.

Open Field Ticket

You can view and edit the field ticket.

Open Work Order

You can view and edit the work order.

Fill out Job to proceed with Work Order

To create a Work Order, follow these steps:

1. Fill out a job.

2. Once the job is completed, proceed to create a Work Order.

3. Click on the "Create WO" button to initiate the Work Order creation process.

Create Work Order

Fill out the necessary information. Assign the task, add additional workers if needed and have your techs sign on Authorization to Proceed Signature.

More about Auth to Proceed: Authorization to Proceed

Now you have added a Work Order, you can complete the job.

You can see your just created Work Order in the list of WO & FT Flow

Field Tickets and Work Orders cannot be retrieved once deleted!