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“Work Orders” is one of the main “Centers” which you can see at the top of your screen. Since these “Centers” are controlled by permissions, you may not be able to see this particular “Center” from all profiles. If you are missing one of these options, please contact your office administrator.
The work order feature is a major part of Smart Service Cloud. If this is your first time seeing us mention “work order”, please take a moment to read this article on General Workflows.
You have the option of viewing, “All” Work Orders, “My” Work Orders, or “My Team’s” Work Orders, depending on the permissions and roles that you are given.
Most of the windows in Smart Service Cloud have a plus symbol at the bottom right-hand corner where you can create new quotes, work orders, etc. If you click the plus symbol on the bottom-right of the screen, you can get started on creating a new work order. You can also schedule work orders in The Dispatch Board. Read this article to learn more.
Click the magnifying glass at the top right-hand corner of the screen to use the search feature. If the criteria you’re searching for has been entered somewhere on a Work Order, you can find it with this search function. You can also learn about all of our search capabilities by clicking on this button.
You don’t always have to view this screen in a grid view. There are other views available for all users, which is particularly important when you have limited screen real-estate on a mobile device. Our recommendation for mobile users is to use the “Agenda” view, as shown below.
This is an example of where to find these options in the mobile view. If you tap on the date you should see these additional options.
What you’re seeing on the left is the one-day view. We highly recommend that mobile users use the “Agenda” view as this is the easiest way to keep track of your services.
From any of these views, just tap on one of the services to open it and get to work.