Home > SI Documentation (v15) > User Guide > Scheduling > Service Orders > Managing Service Orders

Managing Service Orders

You can manage your Service Orders via the Service Order Explorer:



Viewing Service Orders


By default, all Service Orders will display in the Service Order Explorer:


service order explorer.jpg



You can filter your Service Orders via the Quick Filter button:


quick filter.jpg


You can filter via the column filters:


column filter.jpg


You can also filter by Client and/or Project in the tree on the left side of the Service Order Explorer:


client filter.jpg

From the Project Explorer


Another way to view Service Orders for a specific Project is within the Project Explorer. When you have a Project selected you can click the Service Orders tab along the bottom section of the interface:


project explorer.jpg


Service Orders do not have to be assigned to a Project so will only see the Service Orders that are assigned to the selected Project. If you would like to see all of the Service Orders associated with the Client for the Project selected there is a check box for that:


show all service orders.jpg

Editing Service Orders


To edit an individual Service Order, you can double-click in the Service Order Explorer grid or you can select the Service Order and click the Edit button:


edit button.jpg


This will open the Service Order for edit where you can edit any fields needed. You may want to enter actual hours for the Resources, change the Status or % Complete, etc. If you are using Mobile Install many of these fields can and will be updated automatically when changed in Mobile Install, see below.


edit so.jpg


You can edit multiple Service Orders at a time using the Mass Update function on the ribbon:


mass update button.jpg


You can choose which fields you want to update for the selected Service Orders:


mass update form.jpg

Lock/Unlock Service Orders


You can lock/unlock Service Orders and Service Order reports:


lock dropdown.jpg


When a Service Order is locked it can not be edited and when a Service Order's reports are locked no reports can be generated for the Service Order. Locking can be done manually or it can be done via Workflow Rules.


When a Service Order or its reports are locked you will see the lock icon next to the Service Order in the Service Order Explorer:


lock icons.jpg


A user must have permission to lock/unlock Service Orders or Service Order reports.

Mobile Install Users


If you are using Mobile Install, Service Orders will automatically update with most of edits made in the Mobile Install interface, e.g. Actual Hours, Site Items, Site Notes, etc.

Site Items


If Site Items were added to the Service Order in the Mobile Install interface, click the Site Items tab in the Edit Service Order form:


site items tab.jpg


Select each Item that you want to edit and click the Add to Service Order button:


add to service order.jpg


This will open the Add Product/Labor form. This form may be pre-filtered to Items in your Catalog based on the fields you entered for the Site Items but you can click the Reset button to see all items.


add product site items.jpg

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