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Open the work order from Work Orders > Work Orders by clicking its title.

Update the status

1

Open the status menu

Click the Status button in the top right of the work order.
2

Pick the new status

Choose In progress when you start, On hold if you are waiting on something, and Done when the work is finished.

Talk to the team

1

Open Activities

Click the Activities tab. This is the work order’s discussion.
2

Send a message

Type in the Message box and send. Use the buttons next to it to add a photo, video, voice note, file or document.
Everyone on the work order sees the discussion, so the conversation about the job stays with the job instead of in personal chats.

Log parts used

1

Open Parts Used

Click the Parts Used tab.
2

Issue a part

Click Issue Part, choose the part and the quantity used, and save.
The part comes off your stock and is recorded against this job. See Parts and inventory.

Log costs

1

Open Costs

Click the Costs tab.
2

Add a cost

Click Add Cost Log, enter the cost details and save.

Log time

1

Open Time Logs

Click the Time Logs tab.
2

Add time

Click Add Time Log, enter the time spent and save.

Check the history

The History tab lists every change made to the work order, so you can see who changed what and when.

Download a report

Click Report in the top right to download the work order as a PDF, useful for audits or sharing a record of the job. See Download a work order report.
Technicians can do all of this from the mobile app while they are at the asset.

Edit, duplicate or share

Parts and inventory