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This guide walks you through opening a work order, understanding its key details, and navigating the tabs available to review job information before starting work.
Opening a Work Order
Go to Work Orders — From the left navigation menu, click Work Orders to see the full list.
Click the Work Order Code — Click the blue Work Order Code link to open the work order detail view.
Understanding Key Details
Header information — At the top you will see the Work Order Code, title, assigned technician, company, location, due date, and current status.
Left panel — Details — Shows Work Package, Milestone, Account, Priority, Start Date, Date Released, Date Completed, Created Date, Created By, Teams, Asset ID, Boundry, Tags, and Organisation.
Status badge — The coloured status badge (e.g. In Progress, New, Complete) shows where the job currently sits. Click it to update the status.
Navigating the Tabs
Checklist — The job checklist with all mandatory and optional fields to complete on-site.
Actions — Log and review actions taken against this work order.
Inspections — View inspection records associated with this job.
Media — Upload and view reference documents and field photos.
SOR Details — Schedule of Rates detail for this work order.
BOM Details — Bill of Materials associated with the job.
Form — Any forms linked to this work order.
Linked WO — View any work orders linked to this one.
Notes — Add and review notes from all team members.
💡 Tip: Before starting on-site, always check the Media tab for reference documents and the Checklist tab for mandatory fields — this avoids delays caused by missing information mid-job.
Related Articles
Marking a job complete — see Update Work Order Status & Complete a Work Order (Web) (Field Tech Guide)
Uploading checklist photos — see Upload and Annotate Photos in Work Orders (Web) (Field Tech Guide)
Uploading field files — see Upload Field Media on a Work Order (Field Tech Guide)
Viewing reference documents attached to the job — see Upload Reference Media to a Work Order (Org Admin Guide)
Adding notes on a work order — see Add and Edit Notes on a Work Order (Org Admin Guide)
Submitting daily on-site activity — see Submit Boots On Ground (Web) (Field Tech Guide)
Filtering your work order list — see Create Custom Views for Work Orders (Org Admin Guide)