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Work Orders In-Progress Tab

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The Work Orders In-Progress Tab displays all Work Orders with a Status of In Progress, allowing you to see at a glance all the jobs your Company is currently working on.

Here is a sample of the Work Orders in Progress screen:

This screen, with multiple details, is a DataView, where you can adjust the layout, print or export the data (see DataView Menu). There may also be a header panel above for the "parent" of the details, or a DataView Footer below. Usually you can use key-matching search on fields like ID Number.

To help you manage many possible entries, this screen is already displayed using the Group-By bar, allowing you to drag column headers into the Group-By in the screen header.

Use the Horizontal Scroll Bar at the bottom of the window to see further valuable columns on the right.

 

To work with Work Order detail lines on the screen:
Click to select an Work Order detail line
Double-click on the detail line to open and review or make changes to the Work Order Details screen or any other Work Order Tab
At the bottom left there are two buttons:
Click on Create Invoice to Invoice directly from this screen:
1.Service Call - goes directly to Print Confirmation screen for the Invoice
2.Project - goes to the Create Project Invoice screen for review
Click on Print Work Order to print an individual Work Order Report
At the bottom right there are three buttons:
Refresh Screen: - Click this button to re-display the screen after making changes to some of the detail lines.
Print: - Click this button to print the current screen display for work and review.
Preview: - Click this button to preview the printout for the current screen display.

 


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