Work Orders List

Follow the steps below to view a list of all Work Orders.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a week ago


โ€‹

1. Click on Work Orders

Click on Work Orders

2. This is how your Work Order List is going to look

This is how your Work Order List is going to look

3. You can search by Customer's Name, Proposal or Invoice #, Job Address, Stage

You can search by Customer's Name, Proposal or Invoice #, Job Address, Stage

4. Or you can filter by Work Order Status

Or you can filter by Work Order Status

5. You can sort by Status

You can sort by Status

6. You can sort by Job Address/Name

You can sort by Job Address/Name

7. You can sort by Customer's Name

You can sort by Customer's Name

8. You can sort by Proposal/Invoice

You can sort by  Proposal/Invoice

9. You can sort by Amount

You can sort by  Amount

10. You can sort by Amount Paid

You can sort by Amount Paid

11. You can sort by Balance

You can sort by  Balance

12. You can sort by Deal Stage

You can sort by  Deal Stage

13. You can sort by Deal Stage Date

You can sort by  Deal Stage Date

14. You can sort by Actions

Here you can view the Work Order and Share it

You can sort by Actions
Did this answer your question?