Edit a work order

Change a work order's title, notes, customer summary, work type, status, priority, branch, service location, customer PO and equipment, from the edit page or the quick actions.

In the sidebar, open Operations, then Work Orders, and open the work order. Press Actions, then Edit work order. The edit page address is /work-orders/ followed by the work order and /edit.

For a single change you do not need the full page: the Actions menu also has Change priority, Change service location and Add customer PO (or Edit customer PO). Each opens a small panel with its own save button.

Before you start

Your role needs permission to update work orders. Without it, Edit work order and the quick changes are hidden.

Steps

1. Under Details, change what you need:
   • Project: link the work order to one of this customer's projects.
   • Work Order: the work order number. It may be locked once the work order exists.
   • Dispatch title: what your team sees on the Schedule. Leave it blank for an automatic title.
   • Internal notes: for your team only.
   • Customer summary: the short description the customer sees.
   • Customer PO number: the reference the customer's office wants on your invoice.
2. Under Work type, press Change, pick a work type, read Review changes (what Will update and what Will keep), then press Apply work type. The work type is applied straight away, before you save the page.
3. Under Status & location, set the Status, the Priority, the Branch and the Service location.
4. Under Service Assets, pick the Primary Service Asset and any Related Service Assets: the customer's equipment this visit is for.
5. Fill in Additional details if your organization has its own fields.
6. Press Save changes. Nova takes you back to the work order.

What you see

• The customer account is shown but cannot be changed. A work order stays with its customer.
• Assignments are not edited here. Use Change assignment on the work order (Change who is assigned to a work order); to move the date or time, see Reschedule a work order.
• With Change service location, pick a location or add a new one with Save and use location, then press Apply location. If the old site had equipment linked to the work order, Nova warns that it will be cleared.
• With Change priority, pick Low, Normal, High or Urgent and press Save priority.
• With the customer PO panel, type the number and press Save customer PO.

If something looks different

• Work order ID already in use: another work order has that number. Take the suggested number or type another.
• The work type cannot be changed: work types are off for your organization, or your role cannot change scheduling plans.
• Choosing another Branch adds Why is it moving?: the move is recorded with your reason. Your role needs permission to move work between branches, and the field only shows when your organization has several branches.
• Leaving with unsaved changes asks whether to save first. Press the save option to keep your changes.