Work Order List

By |2021-07-16T13:54:15-05:00July 26th, 2019|Comments Off on Work Order List

Introduction

The Work Order list displays all work orders entered into Total Office Manager.

Usage

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

  • 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”.

Field Definitions

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.

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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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