How do I switch between work order views?
Navigation: Open your Field Service workspace, then select Work Orders from the sidebar. Use the view toggle at the top of the page to switch between views.
List View
A compact, scrollable list for a quick overview of your work orders.
Displays:
Work Order Title
Work Order ID
Company Name
Asset Name
Asset Serial Number
Assignee(s)
Scheduled Date
Due Date
Work Order Status
Table View
Ideal for data-heavy review and sorting.
Includes all List View columns, plus:
Created By
Company Contact
Custom Fields (configured in Settings)
Sorting options are available on:
Work Order Name
Scheduled Date
Creation Date
Board View
A visual layout for managing work order stages and enhancing team collaboration.
Key features:
Visual Workflow: Columns represent statuses or single-select custom fields (such as Priority or Team) or Statuses. Cards represent work orders.
Drag and Drop: Move cards between columns to update status or field values instantly.
Custom Boards: Click + Create Board, select a single-select custom field, and view your workflow by that field.
Sorting within Columns: Sort by Name, Created Date, or Updated Date.
By default, the board opens in the Status view, showing work orders by their current status.
Map View
Visualise work orders geographically.
Each pin represents a company address.
Click a pin to view all work orders for that company.
Toggle between multiple work orders from the same company in the popup.
Ability to hide/view company pins with no open work orders.
Clicking on the pin navgates to work order detail view.
Calendar View
Ideal for scheduling and deadline management.
Displays work orders by scheduled date.
Click a work order to view full details.
Which view should I use?
Each view has unique advantages. Switch between them based on whether you are planning, tracking status, managing field tasks, or reviewing performance.