The Work List tab lists all work orders, and allows a vendor to filter by work order type, location, and dates. To apply a search, the vendor will need to first select the Work Order:
The vendor will be able to select by the following different Work Orders:
Once the vendor has selected the work order (for the sake of this article, we have selected Inspection), they will be able to click on the Work Order Type dropdown:
For each Work Order, there will be a number of work order types. For inspections, here is an example of the number of options:
A vendor can also use the “any type” option at the beginning of this dropdown to see all Inspection (or Foreclosure, Bankruptcy, etc.) work orders in the account. This vendor could also adjust the type and status options to narrow down the search results, if they are looking for a specific work order.
Furthermore, the vendor can also filter by address (State, County, City) using the Address box on the right-hand side of the page:
Also on the right hand side, an individual can search by the Vendor Person assigned to the work order(s) as well.
On the bottom left hand side, the vendor can also filter their search with several other questions. There is an option to include the vendor due date. Similarly, the vendor can filter by including open work orders, closed and non-archived orders, and closed and archived orders.
To show the work orders with the filters selected, press the Apply filter(s) button at the bottom of the screen, and the list of work orders will generate. From the list, the vendor can click on the task reference numbers to view more details about each work order.