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Work Orders List

Follow the steps below to view a list of all Work Orders and to be able to sort through them.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over 2 months ago

1. Click on 'Work Orders'

Click on Work Orders

2. This Is How Your Work Order List Is Going to Look

Click on Work Orders (48)

3. You Can Search by Customer’s Name, Proposal or Invoice #, Job Address, and Stage

Click on Search:

4. Or You Can Filter by Work Order Status

Click on Search:Status:…

5. You Can Sort by Status

You can sort by Status

6. You Can Sort by Job Address/Name

Click on Job: activate to sort column ascending

7. You Can Sort by Customer's Name

Click on Customer: activate to sort column ascending

8. You can sort by Proposal/Invoice

Click on Proposal/Invoice: activate to sort column ascending

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 with the corresponding buttons.

You can sort by Actions

If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.


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