Welcome to the new Work Orders Review page. As of Tuesday May 27, 2025, the original Work orders review tab will be removed and replaced with this new enhanced version. We welcome and encourage your feedback before the original option is removed.

Getting Started - Billing / Work orders review V2

The date range at the top will default to the current week. This date range can be adjusted to the exact dates to be reviewed (max date range of one Month).

The default Service Type is set to On Request.

If you want to review all Service Types in that time period, you can update the filter to be 'is any of' and select both Recurring & On Request or remove the filter completely.

You can also filter by just Recurring services if applicable.

Copy and Share the URL with filters applied.

This is helpful if you're wanting to bookmark specific filters or if you want to share the exact view & filters with another member of your team. Set the filters as needed and select the Copy filter URL. This will automatically copy the full URL to be pasted and shared as needed.

🔍 Quick Search

LIST VIEW vs DATA GRID

List View -

Add Disposal Fees / Work Order Fees

View entered ticket information

View Exceptions & Photos

Reset grace period in bulk

Mark 'Ready for invoice' in bulk

Mark 'Ready for invoice' and create draft invoice in bulk

Preview invoice details

Change invoice date, Include late fees, Skip zero amount invoices

Add a custom note to the group of invoices. This note will override the custom note that is saved within the Business settings, however it will note will not replace the note that is saved in settings.

⬇️ IMPORTANT INFORMATION TO KNOW ⬇️

** By creating draft invoices, this will include any Work Orders previously marked ready for invoice. Be sure to completely preview and review the details of the invoice before sending to your customer **

For Work Orders not ready for invoice; if you select the 'Ready & create draft' and change your mind on creating invoices, use caution in which 'Cancel' option you select.

CANCEL will cancel the invoice creation, but will still mark the Work Orders as Ready for invoice. CANCEL & MARK NOT READY, will cancel the invoice creations and leave the Work Orders in a not ready for invoice state.

Grid View -

Download a copy of the Work Order review list

Reset grace period in bulk

🔀 Filters

Every column within the Work orders review is filterable. Filters can be stacked on top of each other. The system defaults the Work orders review to Service type is On Request. Please make sure to include Recurring services if you are reviewing Event Based priced services.

Filters can be applied from the filter list