Managing a Work Order in One Page

Applies to: Dispatchers, account managers | Web

#	Move	Do this	Done when
1	Find your work	Filter › Apply Filter Template. Keep one template per Client, plus one for Action Required or In Progress. Build each once with Save Current Filters as Template; tick Shared Company Template to give it to the team.	Every open Work Order sits in a saved view you check each morning.
2	Assign and dispatch	+ TRIP at the top of the Work Order, or the action at the right of the Trip line. Choose the Vendor, Assign, then Dispatch.	The Trip is on the Vendor's phone and email. Accept for them only when they confirm by phone, with a note naming who.
3	Record the Visit	Vendor not on the app? On the Trip, ⋮ › Edit Visit. Set Check In and Check Out (check AM or PM), Service Photos › UPLOAD, then SAVE.	Total Time is positive and the photos are attached. Activity records every change.
4	Send the Vendor back	No Proposal: + TRIP in the Work Order header. Approved Vendor Proposal: Vendor Proposals tab › ⋮ › Create Trip. Review, then dispatch.	A new Trip on the same Work Order. Never a new Work Order.

1 + TRIP at the top of the Work Order adds a Trip. 2 The action at the right of the Trip line acts on that Trip.

Button	Where the Trip is	What to do
Create Trip	No Trip yet.	Add a Trip and assign a Vendor.
Assign Trip	A Trip exists with no Vendor.	Choose the Vendor, then dispatch.
Re-send Dispatch Email	Dispatched, not yet accepted.	Wait for the Vendor, or call. Re-sending only repeats the email.
Verify Trip	The Vendor has checked out.	Review photos and times, then verify.
Gener Inv Trip	Verified, not yet billed.	Generate the invoice.

Check AM and PM. A check-out that will not save, or a negative Total Time, almost always means AM or PM is wrong on one side.

Questions? Contact your Customer Success team or email support@utilizecore.com.

The four moves that run most of the day, on one page: find your work, assign and dispatch, record the Visit, and send the Vendor back on a new Trip.