Work Orders for Field Teams
A work order is a read-only view of an invoice that shows only the information a field team needs to complete a job. It deliberately excludes all financial data: no pricing, no payment history, no totals, no discounts. Field workers need to know what to do, where to go, and what materials are involved, not what the job costs.
Who Sees Work Orders
Work orders are designed for team captains and team members. Any user with the TEAMS_VIEW or TEAMS_CAPTAIN permission can open a work order for invoices assigned to their teams.
How to Open a Work Order
From the My Team Dashboard, locate the invoice in either the Today's Jobs grid or the Assigned Invoices grid and click Open. This launches the Work Order form, the dedicated work order form. It is important to note that this opens the work order view, not the full the Invoice screen. Team members never see the financial invoice form.
Work Order Layout
The work order form is organized into clear sections so field teams can quickly find the information they need:
Header
The header displays the invoice number, key dates (date entered, due date, delivery date), the current invoice status, and the assigned technician or salesperson.
Customer Information
This section shows the customer's name, phone number, and email address so the team can contact the customer if needed.
Job Site
The job site section displays the shipping address including the full street address, city, state, zip code, and site phone number. This is the location where the team will perform the work.
Assigned Teams Grid
A grid listing all teams assigned to the invoice with columns for team name, team type, current status, and the captain's name. This helps each team understand who else is involved in the job.
Schedule Grid
The schedule grid shows all scheduled work entries for this invoice. Columns include the work date, time range (start to end), team name, schedule status, and job description. Teams can see exactly when they are expected and what they should be doing during each visit.
Items Grid
The items grid lists every line item on the invoice with the following columns:
| Column | Description |
|---|---|
| Line # | The line number on the invoice |
| Description | The item or service description |
| Quantity | How many units are needed |
| Unit | The unit of measure (each, box, sqft, etc.) |
| Done | A checkbox indicating whether this line item has been completed |
| Notes | Any line item notes added by office staff or field workers |
Notice that there are no price, discount, or total columns. This is by design.
Special Instructions and Internal Memo
The invoice's special instructions (customer-facing notes) and internal memo (staff-only notes) are displayed so the team has full context about the job.
Progress Log
The bottom of the work order shows a color-coded grid of all progress log entries for the invoice. This includes updates, issues, needs, and completion entries from all teams. Color coding makes it easy to spot problems at a glance: red rows for issues, yellow for needs, green for completions, and the default color for general updates and notes.
Toolbar Actions
The work order toolbar provides the following buttons:
- Log Progress — open the progress logging dialog to add an update, report an issue, or log a completion
- Print Work Order — print the work order using AccuArk, which produces a clean printout with no financial data
- View Calendar — open the team calendar to see the weekly schedule
Why No Financial Data
The decision to strip financial information from work orders is intentional. Field workers need to focus on executing the job, not on what the customer is paying. Exposing pricing to field staff can lead to uncomfortable conversations with customers and potential security concerns. The work order gives teams everything they need and nothing they do not.