Work orders overview

What this guide covers

Work orders represent schedulable field or shop work tied to a project, often driven by a template with custom form fields.

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Work Orders page

Open Work Orders (/app/work-orders) to see all work orders your role can access.

List features include:

• Filter by assignee, status, and week
• Sort by due date, priority, status, or updated time (default sort comes from Settings → General → Default work order sort)
• Switch to calendar view (?view=calendar) for schedule layout

Work order numbers use the Work Order Prefix and Last Work Order Number counters from business settings (e.g. WO-DOCS-001).

Work order detail

Click a row to open the work order detail page.

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From detail you can:

• Review template-driven form data captured at creation
• Set priority (normal, high, urgent, etc.)
• Schedule start and end times
• Mark complete when permitted (work_orders_complete permission)
• Print/PDF when your role allows

Parent/child change orders may appear when your business uses numbered change-order workflows.

Project connection

Work orders always belong to a project. They can appear on:

• The project Gantt tab (when add_to_gantt is true)
• The unified Calendar (when add_to_calendar is true)