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.
View Options for Work Orders in the Dispatch, Workshop Queue, and Review tab in the Field Service App
On the Work Order page of the Field Service App, the Dispatch, Workshop Queue, and Review tabs each include view options below the tab header. These options allow you to filter, group, and sort work orders within each tab.
Dispatched Tab
In the Dispatched tab of the work order page on the Field Service App, there are always view options at the top of the screen to filter, group, and sort the list of dispatched work orders. These options help technicians quickly organize and find the right work orders.
The technician always has three options at the top of the Dispatched tab:
Filter
Group by
Sort by
Below is what each option does.
Filter:
The Filter option limits which dispatched work orders are shown.
Filter options:
All (default) – Shows all dispatched work orders assigned to the current technician that have not yet been accepted or rejected.
Only dispatched to me – Shows only work orders that were dispatched exclusively to the technician.
Dispatched to multiple technicians – Shows work orders that were dispatched to you and other technicians.
Group by
The Group by option organizes the work orders list into sections based on a chosen field.
Group-by options:
None (default) – plain list, no grouping.
Equipment type – groups Work Orders by the type of equipment.
Equipment status – groups Work Orders by status of the equipment.
Equipment (name) – groups by the specific equipment name.
Customer (name) – groups by customer; all jobs for the same customer are shown together.
City – groups by city.
Location – groups by location.
Work order type – groups by type of work order.
Suggested date – groups by the suggested execution date.
Sort by
The Sort by option defines the order of work orders in the list or within each group.
Sort by options:
Creation date (newest on top) (default) – Most recently created work orders appear first.
Creation date (oldest on top) – Oldest work orders appear first.
Suggested date (past to future) – Work orders are ordered from the earliest suggested date to the latest.
Priority (highest on top) – Highest priority and most urgent work orders appear first.
Distance (closest to furthest) – Orders work orders from closest to furthest based on the technician’s location. This option is available only for work orders with valid latitude and longitude.
Workshop Tab
In the Workshop Queue tab of the work order page on the Field Service App, Group by and Sort by view options are always available to manage workshop work orders.
In the Workshop Queue tab, the technician has the following view options at the top of the screen:
Group by
Sort by
Below is an explanation of what these options mean in the Workshop Queue.
Group by
Group by controls how the list is visually organized into sections.
In the Workshop queue, the Group by options are:
None (default) – Displays a flat list of all workshop Work Orders.
Equipment type – Groups Work Orders by equipment type (for example, compressors or pumps).
Equipment status – Groups Work Orders by the current status of the equipment (for example, In operation or Out of service).
Equipment (name) – Groups Work Orders by individual equipment, showing all workshop jobs for the same asset together.
Customer (name) – Groups Work Orders by customer, displaying all workshop jobs per customer in one block.
Work order type – Groups Work Orders by type (for example, maintenance, repair, or inspection).
Sort by
Sort by decides the order of work orders inside the list (and inside each group if you’re using Group by).
For the Workshop queue, Sort by has:
Attribution (default): This uses the workshop assignment sequence first, and then creation date. Practically: Work Orders are shown in the order they were attributed to technicians, with older ones first in that sequence.
Creation date (newest on top): Shows the most recently created workshop jobs at the top.
Creation date (oldest on top): Shows the oldest workshop jobs at the top
Priority (highest on top): Orders jobs by priority so the most urgent workshop jobs are at the top.
The Sort by option only affects the order of jobs. It does not change which jobs are shown or how they are grouped.
Review Tab
In the Review tab of the work order page on the Field Service App, Group by and Sort by view options are always available to help organize and manage work orders.
The Review tab shows all work orders with the status “Ready for review.”
At the top of the list, the following view options are available:
Group by
Sort by
Group by options
These options change how the list is structured visually by putting work orders into collapsible groups. The content of the list does not change, only the way it is organised.
None (default): No grouping is applied. You simply see a flat list of work orders, one after another. This is the default view.
Equipment type: Work orders are grouped by the type of equipment linked to the work order. Each group represents one equipment type (for example, “Boiler”, “HVAC Unit”, “Elevator”). Inside each group, the work orders can still be ordered using your Sort by preference. Use this when you want to review similar types of jobs together, for consistency.
Equipment status: Work orders are grouped by the current status of the equipment (for example, “Operational”, “Out of service”, “Requires inspection” – actual names depend on your configuration).
Managed equipments: The list is split into two main groups:
“Equipments managed by me” – work orders on equipment where the current user is the defined service manager (or equivalent “owner/manager” relation).
“Other service managers” – work orders on equipment managed by other managers.
The group “Equipments managed by me” is always shown at the top. Use this when you are a service manager and want to quickly see work orders you are directly responsible for and work orders that belong to other managers
Customer: Work orders are grouped by customer (company). Each group represents one customer; all of that customer’s ready‑for‑review work orders are under that heading. Use this when you want to review all work for a specific customer in one go, or prepare for a customer meeting and see what is pending review for them.
Work order type: Work orders are grouped by work order type. Each group is a work order type, and shows all “Ready for review” work orders of that type. Use this when you want to focus on one type of work at a time (e.g., finish all installation jobs first).
Sort by options
These options control the order of the work order inside the list or inside each group. They do not change which work orders you see, only the sequence.
Creation date (newest on top) – default: Work orders created most recently appear at the top. This is the default sort order. Use this when you want to review the most recently finished jobs first.
Creation date (oldest on top): Work orders created earliest appear at the top. The longer‑waiting review jobs will be shown first. Use this when you want to clear old backlog before newer items.
Priority (highest on top): Work orders with the highest priority come first. Use this when you need to ensure urgent or high‑impact jobs are reviewed before low‑priority work.