How to Review a Work Order and Generate a Service Report

🔍 Work Order Review

When a technician submits a Work Order, the Visit Status will change to Complete, and the Work Order Status will update to either Waiting for Review or Follow-Up Required.

🧾 Review the Work Order

1. Navigate to the Work Order Detail screen 
   • Either from the Service section of the dashboard — Click Waiting for Review then select the WO# from the list
   • Click the WO# to open the Work Order Detail screen
2. Review the details of the Work Order 
   • You’ll see three tabs at the top of the screen:
     • Details – Displays all key job information, including Work Completed, Materials/Services/Line Items, Problem Description, Service Description, and Time Entries
     • Activity – Logs all status changes, updates, and timestamps, along with who made each change. This provides a full audit trail of the Work Order
     • Photos – Shows any photos captured by the technician during the visit

If the Work Order does not require a follow-up, you’ll need to close it to generate the Service Report.

✅ Close the Work Order

1. From the Work Order Detail screen, select Update Status.

2. Choose Closed from the status dropdown.

3. A confirmation message will appear — select Yes to confirm.

   You can always change the status later if needed.

4. Once saved, a Download option will appear in the upper right corner.
   • Click Download to view or save the Service Report.

⚙️ Close Multiple Work Orders at Once

You can also close several Work Orders from the main Work Orders tab:

1. Use the checkboxes on the left to select one or more Work Orders.
2. Click Update Status.
3. Select Closed, then click Update.
4. Once closed, click into any of those Work Orders to access the Download option on the detail screen.