Track work order progress

Find pending, ongoing and completed work.

On this page

Before you start

Use an account with access to the work orders you want to track.

Choose a view

Use List to find records, Kanban to follow statuses and Calendar or Planning to arrange visits. These views organize the same work in different ways.

Apply filters

Filter by date, status, client or technician using the view’s available options. If a work order disappears from results, clear filters before assuming it was deleted.

Open the details

Open the work order to inspect Tasks, Timeline, Documents and Communications. Check task completion and team synchronization before preparing the final report.

Check the result

You can identify each work order’s next step from its status and details.

If something gets in the way

Is the completed work still missing from the office view?

Check whether the technician has pending changes in the app. Work recorded without a connection appears in the office after synchronization.