Add-On Availability
The Works Order Scheduler is available as an add‑on on the annual plan.
Go to System Setup > Subscription and Billing.
1. Open the Works Order Scheduler
Navigate to Service and Maintenance.
The Works Order Scheduler will display available resources and current assignments.
2. Assign Works Orders with Drag & Drop
Locate a works order in the list or timeline.
Click and drag the works order.
Drop it onto:
an internal resource
a team member
or a subcontractor contact
The works order will now appear in their schedule.
3. Switch Between Full Access and Focused Mode
You can find this option in System Setup > Roles > Edit > Options
A. View All Resources
Enable “Can Access Everyone’s Schedule.”
This will display all internal and subcontractor resources on the board.
B. Focused Mode
Turn off the “Can Access Everyone’s Schedule” option.
The scheduler will now show only the resources or jobs assigned to you, helping reduce noise and streamline your view.
4. Search for People or Jobs
Use the search bar at the top of the scheduler.
Type the name of:
a person,
a job, or
a works order.
Results will update instantly to help you quickly find what you need.
5. Apply Useful Filters
The scheduler lets you narrow down what you see using filters.
You can filter by:
A. Job Type
Focus on specific categories of work.
B. Equipment Type
Show only works orders tied to certain tools, vehicles, or assets.
C. Works Order State
View orders by status (e.g., pending, in progress, completed).
Apply these filters from the toolbar to take full control of your workflow.
6. Manage Workflow Efficiently
With drag‑and‑drop assignment, multi-resource visibility, searching, and filtering, you can:
balance workload
avoid scheduling conflicts
quickly respond to changes
plan upcoming jobs with ease
The scheduler becomes a central hub for managing operations efficiently.