Use the work order overview

Filter, export, and apply bulk actions to work orders.

The work order overview is the main list for active and archived work.

Use it to search, filter, export, and update several work orders at once.

What you can do

• search by number, customer, or other visible details
• switch between work order categories
• export the visible list or apply bulk actions

1

Open Work Orders

Go to Work Orders in the left menu.

2

Search or filter the list

Use the search bar for quick results.

Click Filters for a narrower search.

3

Choose the right category

Select the tab that fits your goal.

Common categories are Work orders, Pending work orders, Completed work orders, and Archived work orders.

4

Export or use bulk actions

Click Export to download the visible list.

Select work orders first when you want to apply a bulk action.

Available bulk actions

You can use bulk actions to:

• archive selected work orders
• set selected work orders to Processed
• merge PDFs, create invoices, or create a merged work order

Good to know

Exports include the rows shown in the list.

They do not include full work order contents, such as photos.

Frequently asked questions

Can I export every work order at once?

Yes.

First change the visible row count and filters.

Then export the list.

Do all accounts show the same categories?

Not always.

Some categories depend on your setup and enabled features.

Related topics

• Work Orders
• Search work orders