Find work orders that need attention

Use the View button on the Work Orders page to show only the work orders that need scheduling, need someone assigned, are ready to invoice, and more, then page through the list.

In the sidebar, open Operations, then Work Orders. The page address is /work-orders. The list shows 20 work orders at a time and opens on All work.

Steps

1. Beside Filters, press View. The button shows the view you are on and how many work orders it holds.
2. Pick a view. Each one shows how many work orders are in it right now:
   • All work: every work order, open or closed.
   • Needs scheduling: open work orders that don't have a date yet.
   • Needs assignment: scheduled work orders with nobody assigned.
   • Ready to go: scheduled and assigned, not started yet.
   • In progress: work orders being worked on right now.
   • Follow-up: work orders marked as needing a follow-up.
   • Ready to invoice: finished work orders that haven't been invoiced yet.
   • Closed: cancelled work orders and ones already invoiced.
3. To go back to everything, press the × on the view's chip under the search box, or pick All work.
4. To see more work orders, use Next page and Previous page at the top of the list, or the page numbers, Previous and Next under it.
5. To show more per page, change Rows under the list to 50 or 100.

What you see

• The View button is highlighted in your workspace colour while a view other than All work is on, and a chip under the search box names it.
• The line at the top of the list says which work orders you are looking at, for example "Showing 21–40 of 126 work orders", and which page you are on.
• Switching views, searching or changing a filter takes you back to page 1. The page number stays in the page address, so refreshing the page or coming back from a work order keeps your place.

If something looks different

• View reads Custom filters: you picked a status or schedule in Filters that doesn't match one view. Pick a view, or press Reset filters in Filters.
• Filters shows a number but no view chip: other filters are narrowing the list. Open Filters to see or clear them.
• There are no page buttons: every matching work order already fits on one page.