Watch the video or scroll down for step-by-step instructions.
 

Step-by-step instructions . . .
 

1. The Unscheduled Bin shows work orders that have been created but not yet scheduled, reminders for work orders that still need to be created and scheduled, and customers without a maintenance route assignment. At the top, use the dropdown menu to choose what you want to see. If you select "Work Orders," you’ll only see the unscheduled work orders.

Click on the options on the right to see more details:

• Service Details: Filter by specific work order types or hide work orders that don’t have a service date.

• Techs: View only unscheduled work orders assigned to certain technicians, or hide those without an assigned tech.

2. Click a work order. In Map view, its pin drop opens a box that shows the customer’s name, location, work order details, and any other unscheduled work orders for that customer. You can edit or mark unscheduled work orders as finished right from this box. However, if you try to mark a work order as finished, you'll first be prompted to assign a technician and a service date.

Clicking "edit" opens the Edit Work Order screen, where you can change any details and assign a technician or service date.
 

3. To schedule a work order, click and hold its icon, then drag it to the Calendar. Drop it onto the technician and day you want. A "Schedule Work Order" box will pop up. Review the details and click "Schedule." You can drop it into the Route Summary or the Route Detail on the right—the outcome is the same.

Keep in mind that the Unscheduled Bin is date-aware. If you attach a date to a work order but don’t schedule it, it will show up in the bin during the week of that date.

4. Work Order Reminders aren’t real work orders—they’re just alerts that a work order needs to be scheduled. Use the filter on the right to choose how far ahead you want to look (from two to twelve weeks) and to narrow the list by work order type.

When you click on a Reminder, a box pops up on the Map for that location. This box shows the customer’s info, any other work orders scheduled for them this week, and reminders for work orders that still need to be created. You can click the box to create those missing work orders. It also shows the customer’s weekly route stop, which you can move if needed.

If you want to schedule a work order using a Reminder, click and hold its icon, drag it to the technician and day you want, and then release. A box will appear where you can enter all the work order details—click to create and schedule it.

5. For No Maintenance Customers, you can filter to see those who haven't had a scheduled route stop in the last 30, 60, or 90 days. Click on any hyperlink in a customer’s entry to view more details about their account and access a button to view their full profile.

There are two ways to create a route assignment:

1. Drag and Drop: Click and hold the customer's icon, then drag it into the Calendar. An "Add Route Assignment" box will appear. Review and adjust the details as needed, then assign the route.

2. Map Pin: Click the pin drop on the map. This will open the same "Add Route Assignment" box, but you'll need to enter all the necessary details manually.

Last updated March 24, 2025.