How to quickly identify printed or emailed Work Orders

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Keeping track of items sent to a customer can be a vital part of your company's daily operation. There may be times when you have to locate finalized work orders that haven't been emailed to customers yet or you have a specific customer that requires you to send a hard copy of their invoice because they don't have an email address. The Printed Work Order Reports helps quickly identify these items.

1. In FieldEdge, select Reports.

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2. Select Work Order Reports from the Interactive Report section.

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3. Select Printed Work Order Reports.

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1. Search by Customer, Address, WO, PO: Here you can search by a customer, their address, a specific work order number, or a purchase order number.

2. Filters: Further narrow the results of your search by more specific criteria.

  • all: selecting this will broaden your search results to include all possibilities.
  • print/email narrow your search results to include work orders that have been printed and/or emailed.
  • status: selecting this will allow you to narrow by the work order's current status.
  • status date: this reflects the date the work order was placed into the current status.
  • all techs: this filter will allow you to specify a technician(s) that was relevant to the work order.
  • resolution: filter by the way the job was classified with it's resolution code.

3. Export: You may download the data of this report in a .CSV / Excel format.

4. Headers: This row provides identification for the columns and their respective details.

  • Customer: the customer associated with the work order.
  • WO#: the numerical classification of the work order. Selecting the work order number will provide the ability to print or email the selected item.
  • PO#: the numerical classification of the purchase order.
  • Task (Duration): this field lists the task and the associated duration.
  • Status: the current status code applied to the work order.
  • Status Date: the date the current work order's status was applied.
  • Tech: the technician associated to the work order.
  • Printed/Emailed: displays if the work order has been email and/or printed.
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