CRM › Service
Field Work Orders
A list in CRM → Service.
Where to find it
Address in the console: /crm/work-orders
List · 6 columns · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Work order | Code | wo_no |
| Account | Text | account_name |
| Type | Status | work_type |
| Technician | Text | technician_name |
| Scheduled | Date and time | scheduled_at |
| Status | Status | status |
What can be corrected
The fields offered when an existing record is edited. Whether the button appears at all is decided per record — see What may be changed.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Technician | Choice | Looked up from existing records | |
| Scheduled | Date and time | ||
| Status | Choice | open, scheduled, dispatched, in_progress, completed, cancelled |
What you can do here
Parts
Complete primary
Consumes planned parts from warehouse inventory and posts the parts expense journal.
Asks for: Completion notes
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.