- Click the Work Orders tab and navigate to All to view the work orders grid. Hover over an order number and click View Details to open the work order information.
- Within the work order’s information page, you can edit name, issue type, status, priority, assignee, details, and location, etc.
- At the bottom of the page under the Location & Contact tab, edit the location or primary contact by clicking the pencil and paper icon.
- Under the Labor & Materials tab add labor or materials for the work order.
- Under the Equipment tab choose equipment from your account to the work order.
- Under the Files tab upload files from your device to the work order.
- From the work orders grid you can change the status for a work order.
- Check the box next to the work order you would like to edit, then click Change Status above.
- Choose a new status from the drop down then click Save.