Skip to content

  • Home
  • Getting Started
  • Dispatch Board
  • My Organization
  • My Inbox
  • My Teams
  • Service
    • Cases
    • Subcases
    • Work Orders
  • Admin
    • Accounts
    • Contacts
    • Employees
    • Parts
    • Sites
    • Site Assets
  • More
    • Billing
      • Invoices
      • Service Contract
    • Logistics
      • Inventory
      • Part Orders
      • Part Order Details
    • Settings
      • General Settings
      • Billing Settings
      • Part Settings
      • Dispatch Settings
    • Service Reports

Assigned – Right Click menu

  • Home
  • Dispatch Board
  • Assigned Work Orders
  • Assigned – Right Click menu
Assigned – Right Click menu

The Right-click menu provides quick access to common functions on assigned work orders like reschedule, unschedule, view FE Calendar, reorder jobs etc. The section below guides you with links for each of the options in right click menu.

ReOrder Jobs

Reschedule

Unschedule

View FE Calendar

Open Work Order

Open Case

Set Category

Change Status

Settings

Log Notes

Log Time

Log Expenses

Activity

Attachments

Log Install

Remove Parts

Exchange

Order Parts (FE)

Part Orders

Important Links

Copyright © 2025

Right click on the desired work order and then, on the right click menu, select Change Status option. In the Change Status popup, enter Current Status, New Status and Notes and then click on Save and Close.

Right click on the desired work order and then, on the right click menu, select Set Category option. In the Set Category popup, click on Select Category field to set the desired category codes and click on Select and Close and then on Save and Close.

Simply click on the desired Work Order ID; or point to and right click on the desired work order record in the grid and then, on the right click menu, click Open Work Order to open the desired work order in new tab.

Simply click on the desired Case ID; or point to and right click on the desired work order record in the grid and then, on the right click menu, click Open Case to open the case associated to the desired work order in new tab.

this is popup content