Work Order Page

This page is where you can find and manage all of your Work Orders. It contains many filter options and the columns are completely editable so you only see the information that is most important to you. You can also perform bulk actions to update your jobs from this page.

  1. Use the Search filter here to type something like WO# or Customer Name to quickly find the job you need.

  2. The top bar also houses all of your advanced filters. You can filter by date range, job status, branch location, etc. There is even a filter to see just your Anytime jobs.

  3. Click on 'Columns' to access a dropdown to select what you want to show or hide in the main WO grid below. Once you select your columns you can easily click and drag to rearrange the order of the columns in your grid.

  4. Here you will find bulk actions. Simply click a checkbox next to 1 or multiple jobs in your grid and you can bulk Invoice, Assign Teams or Change the job status for all selected jobs. Read more about bulk actions click here.

  5. If you are using Recurring WOs you can include the Scheduler column to give you an easy clickable link that will take you to the main Scheduler for this Recurring set of jobs to make any changes there. To learn more about recurring work orders click here.

  6. Use the copy link here on the far right to easily duplicate any existing Work Order.

Work Order Help Documentation

Follow the links below to learn more about how you can create, assign and complete Work Orders in GPSI Field Service Management.

Work Orders Page Overview

Create and Assign Work Orders

Estimate Data Field Descriptions

How to Capture Job Coordinates

Adding Photos to a Job on Mobile

Job To-Dos

Job Templates

Job Custom Fields

Managing Jobs in Bulk

How to Create Recurring Work Orders

How to Cancel Recurring Work Orders

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