Work Orders Listing Screen – Inspect Point Help Desk

🧰 Work Orders Listing Screen Overview

The Work Orders Listing Screen, accessed from the Work Orders tab in the navigation bar, is the primary location for viewing and managing work orders within Inspect Point.

This screen provides a centralized view of all work orders in your Inspect Point instance. From here, users can search, filter, open work order records, update statuses, and publish closed work orders to the Customer Portal.

👉 Feature Overview: Service Work Orders

By bringing all relevant data into one place, your team can:

Quickly locate a work order by ID, WO #, building, or technician
Track visit-level progress across scheduled, started, pending, and completed visits
Publish closed work orders to the Customer Portal so customers can access them directly
Reduce time spent navigating between buildings

🔍 Filters

The Work Orders Listing screen includes filtering options to help you quickly find exactly what you're looking for.

Note: Not all filters are displayed by default. Click the filter icon to see available options.

Available Filters

Technician
Type
Work Order Status
Visit Date
Visit Status
WO #
Work Order Tags
Building
Building Active
Reference Number
Territory
Subcontractor (if applicable)

Key Behaviors

Sticky Filters - Your filter selections are specific to you and will remain applied even if you leave the page and return later
Click Reset to clear all filters and return to the full list
Click the Filter icon to view and manage available filters

📊 Work Order Table

The table displays all work orders matching your selected filters. You can configure which columns appear.

Configure Columns:

Click the vertical ellipses (⋮) in the table header
Check or uncheck fields
Click Apply

Your configuration will persist until you change it again.

Column	Description
ID	Unique identifier for each work order
WO #	Pre-populated but can be changed manually, see WO Numbering for more info
Reference #	Optional internal reference fields for tracking purposes
Status	The work order's current status (e.g., Open, Closed)
Due Date	Date the work order is due to be completed
WO Type	Categorizes service work for easier filtering and reporting (e.g., Quoted Deficiency Repair, Emergency)
Building	Building associated with the work order
Visits	The visit information, including schedule date and status, tied to the work order
Work Performed	The work a technician indicated they performed during the visit; this also prints on the service report
Actions	Ellipses (⋯) menu with Edit and Delete options. Delete depends on a Service Settings permission, so this option may not appear for all users

✏️ Bulk Update Work Order Status

You can update the status of multiple work orders at once directly from this screen.

How to Bulk Update:

Use the checkboxes on the left to select work orders
Click Update Status above the table
Select the status you'd like to switch the checked work orders to
Click Update to apply changes

📮 Publish to Customer Portal

Once a work order is closed, you can publish it to the Customer Portal so your customers can view it directly. From the Work Orders Listing screen, you can publish in-bulk.

How to Publish:

Use the checkboxes on the left to select one or more closed work order(s)
Click Publish to Customer Portal above the table
A confirmation message will appear, click OK to publish selected reports to the Customer Portal

For additional information on the Customer Portal feature and publishing options, see below:

👉 Feature Overview: Customer Portal

📤 Export Work Orders

You can export your work order list at any time.

How to Export:

Apply any desired filters to the Work Orders Listing Screen
1. The exported file will include only the work orders within your current filters
Click Export CSV
A confirmation message will appear at the bottom-right of your screen indicating the request has be received and an email containing a link to the data file will be sent once processed.