Searching for work orders efficiently is essential for field technicians and managers to stay organized and productive. The Field Service App offers a powerful and flexible search feature, allowing you to quickly find the work orders you need.
Accessing the Work Order Search
After logging into the Field Service App, it will open by default to the work orders page.If you are not currently on the work orders page, select the main menu in the top right corner of the app and tap on “My Work Orders” to go to the work orders page.
At the top left of the my work orders page, you’ll see a magnifying glass icon. This is the search icon. Tap it to open the search and filter panel. When you tap the search icon, a search panel will appear with several options. Here’s what each option does:
Search Filters
The app offers three primary filters: Company, Equipment, and Keywords
Company Filter
The Company Filter allows you to quickly find all work orders related to a specific customer. Simply tap the company field in the search panel, type the customer’s name in the search bar, and select the correct customer from the list. Once selected, click the Search button below. The app will instantly display all work orders for that customer that have not yet reached a completion status.
Equipment Filter
The Equipment Filter helps you locate work orders linked to a particular piece of equipment. It allows user to search for a specific equipment and view all the work orders linked to that equipment.
Tap the equipment field to open the equipment search screen. This will display different equipment search filters (company, barcode, equipment type, status, serial number, within a range of, and keywords) for you to narrow down the type of equipment you want it to show or you are looking for.
Select an equipment filter and click search. The app will display a list of equipment based on your chosen criteria. you can also use the search bar to search for equipment by name.
Once you locate the equipment, tap it, then click “Select” in the top-right corner. After you select the equipment, you can click Search button below and the app will show all work orders associated with that equipment.
It will display all jobs planned today or in the future, as well as jobs planned in the last 8 days if the job has not been "completed" or has not reached status "Waiting further action"
Keyword Search
The Keyword Search lets you find work orders using any relevant word or phrase. Enter your keyword, such as Account name, Equipment name, Work order type, Work order descriptions, reference number, address, city, or internal remark, into the keyword field and click the Search button. The app will search across multiple fields and display all work orders containing your keyword.
Search On (Scope)
The Search On option gives you control over where your search is performed. It has two options: Current list and All list.
Current list: Allow to search for workorders on your current selected tab (planned, dispatched or workshop). For example, if you are in the work order planning tab before you click the search icon, the search will only apply there.
All lists: Searches across all tabs at once (Planned, Dispatched, and Workshop).
You can also include completed work orders by checking the include completed work orders box. This flexibility ensures you see only the most relevant work orders for your needs, whether you’re looking for active or finished jobs.
Customizing How You View Results
You can also customize how you view search result with the list view options. It has grouped by and sort by options.
Group By: The Group by Feature Organizes your search results into groups for easier viewing. Tap the “Group by” dropdown and select how you want your results grouped, by equipment type, equipment status, equipment, customer, or work order type. The app will then arrange your work orders into these groups, making it simple to compare and manage similar jobs together. None is selected by default.
Sort By: The sort by option lets you sort your search results in the order that matters most to you. Choose to sort by creation date (oldest on top), by priority (highest on top), or keep the default setting of creation date (newest on top).
Using the Scan Option
The Scan option at the botton of the search page provides a way to find work orders linked to a specific piece of equipment. Tap the scan button to activate your device’s camera, then scan the barcode. The app will immediately display all related work orders, saving you time and ensuring you never miss a job tied to that equipment.
Applying and Managing Filters
You can use one or more filters at the same time (for example, search for all open work orders for a specific customer and equipment). And click the Search button below to apply.
All selected filters you apply will appear as tags at the top of the search results list. This makes it easy to see which filters are active.
To remove a filter, simply tap the “X” on its tag. To clear all filters at once, use the Reset button.
The filtered work orders will appear in a list, similar to your main work order view. If a work order is planned on multiple days, it will appear for each of the day it is planned for.
Use the “Group by” and “Sort by” options to change how your results are displayed.
Tap on any work order in the list to view its details. You can also tap the three dots (⋮) next to a work order for more actions, such as the planned workorders will show menu which are “Customer details”, “Call location address”, Route to work order address. etc, the dispatched work orders menu is “Accept”, “Reject” and the workshop work orders menu will show is “Assign to me”.
If no work orders match your search, you’ll see a “There is no data” message. Try adjusting your filters or keywords.
The more filters you use, the more specific your search results will be. This is helpful if you have a long list of work orders.
The Field Service App’s work order search and filter features are designed to help you quickly find any work order you need, using customer, equipment, keywords, and
more.