---
key: work-on-a-work-order
title: Work on a work order
audience: staff
section: operations
routes: ["/work-orders/:uid/:tab?/:itemUid?"]
permissions: ["work_orders.read"]
features: ["work_orders.core"]
since: 0.0.1
updated: 0.0.1
status: published
summary: What the work order page shows, what each tab is for, and every action in its Actions menu, from On my way to Customize tabs.
keywords: [work order page, service call, job page, work order details, work order tabs, visit, ticket]
related: [find-your-way-around-a-record, edit-a-work-order, change-a-work-order-assignment, tell-a-customer-you-are-on-the-way, complete-or-cancel-a-work-order, assign-work-order-plan-slots, bill-from-a-work-order, reschedule-a-work-order]
---

In the sidebar, open **Operations**, then **Work Orders**, and open a work order from the list. The page address is `/work-orders/` followed by the work order and the tab you are on. The page is laid out like every record page (see [[find-your-way-around-a-record]]).

## What you see

- At the top: the work order's title with its status. Press the status to pick another open status, **Mark complete**, or **Cancel work order…** (see [[complete-or-cancel-a-work-order]]). Under it sit the **Schedule** and the **Account**, and the **Project** when one is linked.
- In the summary strip: **Priority**, **Location**, **Assignments** and **Schedule**. Press one to change it straight away.
- In the details panel on the left:
  - **Work order details**: the account, the service location (copy the address or open the map), the priority, the status, the project (**Link project** or **Change**), the **Work order number**, and the **Customer PO**. A follow-up shows **Created from**; the work order it came from shows **Follow-ups**.
  - **Schedule**: **Start**, **End**, **Window** and **Duration**.
  - **Workforce tracking**: shown once someone is assigned; it shows whether each assigned technician's device is reporting, what they are on now and next, and when they were last seen.
  - **Additional details**: your organization's own fields.

## The tabs

- **Overview**: checklist and billing readiness, the **Status** card, the service location map, the **Work order brief** with **Internal notes** and tags, the customer's equipment, and shortcuts to other pages.
- **Notes**, **Files** and **Access**: notes, photos and documents, and gate codes or passwords for this work order ([[add-a-note-to-a-record]], [[attach-a-file-to-a-record]], [[keep-access-details-on-a-record]]).
- **Lifecycle**: the messages the customer gets about this work order. Choose **Turn off** under **Customer messages** to handle this one yourself, press **Ask for a review**, and see what is coming up and what was sent.
- **Planning**: the people and equipment the work needs and who fills each spot ([[assign-work-order-plan-slots]]).
- **Tasks**: tasks linked to this work order, grouped by phase.
- **Checklists**: checklists to run on this work order ([[run-a-checklist-on-a-record]]).
- **Time**: the time logged to this work order and its tasks. Starting your own timer on the work order (open **Log time** near its title, then choose **Start timer** in the drawer) moves it to its started status when your role can change the status; one already in progress, completed or canceled stays as it is (see [[start-and-stop-a-timer]]).
- **Billing**: invoice lines, quotes, invoices, deposits and payments ([[bill-from-a-work-order]]).
- **Agreements**: documents for the customer to sign, such as a work authorization.
- **Activity**: everything that happened on the work order ([[read-a-record-activity-history]]).

## The Actions menu

Press **Actions**. Depending on your role you see:

- **Back to work orders**, **Add note** and **Upload file**.
- **Change date/time** ([[reschedule-a-work-order]]) and **Change assignment** ([[change-a-work-order-assignment]]).
- **On my way** to text or email the customer that you are coming ([[tell-a-customer-you-are-on-the-way]]).
- **Edit work order**, **Change priority**, **Change service location**, and **Add customer PO** (or **Edit customer PO**) ([[edit-a-work-order]]).
- **Folder settings** ([[turn-folders-on-or-off-for-one-record]]) and **Customize tabs** ([[customize-tabs-on-one-record]]).

## If something looks different

- A tab is missing: your role cannot see it, the feature is off for your organization, or an admin hid it for this work order or this customer.
- **Change date/time** or **Change assignment** is missing: your role cannot edit or assign the schedule.
- **On my way** is missing: On my way messages are off, or your role cannot send them.
- The status cannot be changed and says completed and canceled work orders are permanent: create a follow-up work order instead.

Press the directions icon beside the service address to open directions from your current location. The same action appears on the Schedule’s item drawer and shared location maps. It uses the saved map pin when available, or the address when there is no pin. On a phone, it opens the device’s maps experience.