ZigaForm version 5.3.5

Work Order List

By |2021-08-03T16:04:57-05:00July 26th, 2019|Comments Off on Work Order List
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Introduction

The Work Order List displays all work orders entered into Total Office Manager. This form makes it easy to quickly locate a work orders for viewing or editing. Use this form to create a new record or select a record to edit, delete, inactivate. You have the ability to filter and sort these records in many different ways.

Form Access

  • From the main menu, click Company | Work Order List or

Work Order List File Path

Work Order List File Path

  • Click the drop-down arrow just right of the Add New Work Order toolbar button. (Hint: the button has a hammer on it.  Think of it as “hammering out a new work order”.

Work Order List Toolbar

Work Order List Toolbar

Field Definitions

Work Order List

Work Order List

Number –

This refers to the work order number that was assigned to the record.

Cust:Job –

This refers to the cust:job that the work order was created for.

Date –

The Date the work order is/was scheduled for.

Start Time –

The scheduled starting time of the work order.

Duration –

The amount of time (in minutes) allotted for the work order.

Status –

The status of the work order (scheduled, not-scheduled, completed).

Priority –

The priority of the work order. (High, Medium, Low)

 

Step-By-Step

  1. Open the form and sort and filter the list if desired.
  2. To create a new work order, right-click anywhere in the list and choose New Work Order from the pop-up menu.
  3. To edit a work order, right-click on it and choose Edit Work Order from the pop-up menu.
  4. To delete a work order, right-click on it and choose Delete Work Order from the pop-up menu.
  5. To cancel a work order, right-click on it and choose Mark as Canceled from the pop-up menu (we recommend this instead of deleting a work order).

Tips

  • You can delete or inactivate multiple records. To highlight multiple work orders, press and hold your CTRL key and click each record. You may also select a range of work orders by highlighting the first record in that range, pressing and holding your left Shift key, and clicking the last record in that range.
  • Remember that you can change the order of the columns by dragging to the preferred location on the grid.
  • Right-click within the list to select form preferences. Speed up performance by unchecking any unnecessary form that a user doesn’t need immediate access to see.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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