Scheduling Work Orders

Zone-based scheduling and using the calendar and waitlists to create work orders.

Updated over a week ago

Calendar-Based Scheduling

The Work Orders Calendar is used to provide you and your users an effortless way to keep track of all your work orders by day or week. 

You can access your calendar by clicking the vertical ellipses () on your Work Orders App and selecting Calendar

Other than the wait list, the Work Order Calendar works the same way as the Activities Calendar. For more information, see its related articles:

Zone-Based Scheduling and the Calendar Wait List

There is one difference between the Activity calendar and the Work Order calendar, and that's the Wait List.

Sometimes, work orders are scheduled with tentative times. Such is the case with companies who use zone-based scheduling. Under this workflow, dispatchers decide to service an area when resources are available or when enough work requests have come in. The goal is to quickly identify the opportunity and optimize routes to minimize time travelled.

To specify a work order to be put on the wait list:

  • Schedule the work order for the proper date.

  • Set the Work Order status to Not Scheduled.

For example, in the below image, two work orders are currently in the Wait List:

The dispatcher can take any work order and drag it into the calendar. Below, the "Service Call" for Sanford and Company is being dragged into the 10:30am slot.

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