1
Check the two counts
Scheduled and In progress at the top count the active work orders.
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Read the dispatch list
When you need to know who is where today and next week.
2
Read a row
Each row has the work order reference, the account, the technician, the status, the scheduled date and time, the case and the scope of work.
3
Click the work order reference
The blue reference opens the work order page.
Book a technician for a job
The technician and the date are set when the work order is raised, from the case.
1
Click Create work order on the case
In the Work orders card of the case page.
2
Choose the Scheduled date
The date the job is booked for.
3
Choose the Technician
Pick who does the job.
4
Click Create work order
Active work orders are listed on the Dispatch page.
More on the work order itself in Work orders. To see who is free, see Technicians.