Work Order Posting
- Aliena Somers
Pathway: Operations > Dispatch
Work orders that have been reviewed will display under the ‘Ready To Post’ or ‘Posted’ columns in the Work Order Posting view of the Dispatch screen. Only 'Posted’ work orders will be included in the next billing cycle. The posting status for a work order can be changed individually or en masse.
Always follow your company’s work order posting process.
Individually Edit Posting Status
Change the Posting Status for a select service location by double clicking on the location from the Services List to display the work order where the Posting Status can be updated.
Set the screen view to Billing to see the Posting Status column. This will assist in identifying the work orders still in a Pending status.
Edit Posting Status For Multiple Locations
Change the Posting Status for multiple service locations by first selecting the locations you would like to include and then selecting the Set Posting drop down and selecting the status that applies.
Set the screen view to Billing to see the Posting Status column. This will assist in identifying the work orders still in a Pending status.