Find & work orders

The Orders page (select Orders in the sidebar) is where you prepare and work orders before they go out — everything that needs a fix, is ready to send, or is already on its way. This article covers the surfaces on that page and the operator's job at each stage; the deeper how-tos are linked along the way.

The pipeline

Orders move through tabs across the top of the page. Needs Attention holds orders that need something fixed before they can move forward. Ready to Dispatch holds orders that are cleared and waiting to be sent. Dispatched holds orders that have already gone out. Together they trace an order's path from problem to done.

Depending on your setup, a Routes tab may also appear alongside them for building and dispatching routes — that's its own workflow, covered separately.

Archived orders don't get a tab — look for the archive icon next to the tabs to see them.

Find & work

To narrow the list down to the order (or orders) you're after, use the search box and the Filters panel at the top of the page — see search and open an order and filter and save order views.

Open an order

Once you've found the order you need, select it to open its full details.