How to Schedule a Work Order

🕓 Schedule the Work Order

In order for a work order to get to a technician in the field, the visit status must be in the Scheduled, the Scheduled Date needs to be within 2 weeks, and a technician must be selected. The scheduling options outlined below give you the flexibility to develop a workflow that fits your needs:

There are several ways to move the inspection from Pending to Scheduled:

• Work Order Detail Screen
• Calendar tab
• Schedule & Dispatch tab

📋 Scheduling from the Work Order Detail Screen

1. Go to the Work Orders tab and click on the WO#

2. Under the Visits section, click the edit (pencil) 

3. In the Status dropdown, select Scheduled 
4. Update additional details as needed
5. Click Save 

📅 From the Calendar View 

1. Navigate to the Calendar
2. Locate and click the work order to open the quick-edit modal
   • Use the filtering options to narrow down your search
3. Open the Status dropdown
4. Select Scheduled, then click Save

🚚 Schedule & Dispatch Tab

You can schedule inspections directly from the Schedule & Dispatch tab in a few ways:

• From the Visits column — Click on a visit in the Visits column. A modal will appear where you can update the status to Scheduled

• Drag and Drop — Drag a visit from the Visits column down to the Dispatch section. The status will automatically change to Scheduled, in addition to assigning it the technician's schedule it was placed on. 

💡 Tips: 

• If you prefer visits not to automatically change to Scheduled when dragged, click the Settings icon on this page. There’s a toggle that lets you keep the visit’s current status instead (for example, a Pending visit will remain Pending when dragged).
• You can also customize this view. Disable the Map View by unchecking the option in Settings and use the screen purely as a Dispatch Board, dragging visits to assign them as needed. 

⚠️ Important — When the Set to”Scheduled" when assigned setting is enabled, dragging a visit to the Dispatch section will change its status to Scheduled. If disabled, the visit will retain its current status.