Work Orders: Assigning to Employees

Field Descriptions | Tips for Using Work Orders

Pro

The Assigned field can be used to record the employee whom is performing the service (as opposed to who took the order).

Select a name from the drop-down list of defined employees. If an order involves multiple employees, each performing some aspect of the work, this field can be edited as the order progresses.

When running a Work Order Journal report, filtering on the Assigned field can give you a list of the pending jobs for each employee.

 

Customer order overview