Work Order Status and Workflow

Work Order Status #

Jobs move through various statuses:

• Pending (Gray): Created but not scheduled
• Scheduled (Blue): Has date/time, awaiting service
• In Progress (Yellow): Technician is working
• Completed (Green): Job finished
• Canceled (Red): Job was canceled
• On Hold (Orange): Temporarily paused

Changing Status #

1. Open the work order
2. Click the status dropdown
3. Select the new status
4. Add notes if required

Typical Job Flow #

Created → Scheduled → In Progress → Completed → Invoiced

Adding Parts/Items Used #

1. Open the work order
2. Go to Details or Parts tab
3. Click Add Item
4. Enter part name, quantity, unit price
5. Save

These items can be automatically added to the invoice.

Adding Notes and Attachments #

Add notes in the Notes section. Upload photos and documents in the Attachments tab.

Canceling a Work Order #

1. Open the work order
2. Click Cancel
3. Enter cancellation reason
4. Confirm

Generating Invoices from Work Orders #

1. Open the completed work order
2. Click Generate Invoice
3. Review pre-filled information
4. Adjust pricing if needed
5. Create the invoice