Work Orders
The Service Hub Work Orders page is the landing page for service customers, where they can manage work orders and create service requests.
You can re-open the Work Orders page by selecting the main menu
then selecting
Work Orders.
On this page, service customers can view all work orders scheduled within the last two years, even from before they signed up to Service Hub. Work orders without a scheduled date display until a scheduled date is added. New work orders display on this page as they are created.
Service customers can create service requests from this page unless you have disabled this feature. For more information, see Create a Service Request. Once you create a corresponding work order in Spectrum, it displays on this page.
The Work Orders page has three filter views: Open Work Orders, Finished Work Orders, and Show All.
Open Work Orders
Open Work Orders is the default view for all users. It displays any work orders assigned to the customer in Spectrum with the following dispatch code types:
- Open
- Assigned
- Arrived
- Hold
Finished Work Orders
The Finished Work Orders view only displays work orders assigned to the customer with the following dispatch code types:
- Closed
- Finished
Show All
The Show All view displays all work orders assigned to the customer in Spectrum, regardless of their dispatch code type.
Work Order Details
Service customers can view key details about the work orders on this page, regardless of filter view:
- Work order number: Displays the work order number assigned in Spectrum.
- Date: Displays the date the work order is scheduled for.
- Site / Job: Displays the site or job name associated with the work order.
- Description: Displays any comments made in the Work Summary (customer request) field of the work order.
- Purchase Order: Displays the purchase order number assigned in the work order.
- Service Contract: Displays the service contract number assigned in the work order.
- Price Type: Displays whether the work is listed as Flate Rate or T+M (Time and Materials) in the Price method field of the work order.
- Quote Amount: Displays the dollar amount from the Quote field of the work order.