Summary

The Print Work Orders window allows you to print multiple work orders at one time. You can print individual worker orders from the Work Order Maintenance window (WO> Work Orders> Work Orders> open a work order> Print icon  ).

Follow this process to print a group of work orders.

Step by Step

1     Open the Print Work Orders window (WO> Work Orders> Print Work Orders).

2     Filter the work orders you would like to include in the report.

• The Filter tab is used to filter the work orders that will be included in the printing batch. Use the fields on this tab to filter work orders by number, who they are assigned to, due date, status, and type.
• Once you have entered the desired filter information, click the Add icon to add all work orders that fit the search criteria to the data grid below.
  • If you change the filter criteria and click the Add icon again, the previously added work orders will not be overwritten.

3     Configure how the work orders will print.

• Select a Report Type from the drop-down menu.
  • The Activity, Activity and Billing, Estimates, Estimates and Activity, Estimates, Activity, and Billing, and Summary report types will all display the same basic work order details. The selected report type will determine which additional columns will be displayed.
  • The Field Summary report type will display the Work Order Number, Reference Number, Description, Start Date, Due Date, and Address. If the Include Estimated Detail toggle is checked, a line item for each equipment and materials item in the estimate will be included. The report also provides a number of blank Additional Items lines that can be used by employees to enter any additional time, materials, or equipment usage on the work order.
• Specify how the report will be displayed in the Sort By drop-down menu.
• Check the Print attachments toggle to include the details associated with any attachments attached to the included work orders.
  • The attachment details that will be displayed include the file name, file type, description, date the file was attached, and work order or detail line item that the attachment was attached to.
  • This option will not be available when Field Summary is the selected report type.
• Check the Print comments toggle to print any comments attached to the included work orders.
  • The comment details that will be displayed include the user that created the comment, the date and time the comment was created, and the comment itself.
  • Comments are attached to work orders on the Comments tab (WO> Work Orders> Work Orders> open or create a work order> Comments tab).
• Check the Include uncommitted detail toggle to include any work order information associated with pending transactions.
  • Uncommitted detail line items will display in red on the work order Activity and Billing tabs (WO> Work Orders> Work Orders> open or create a work order> Activity and Billing tabs).
  • This option will not be available when Field Summary is the selected report type.
• Check the Include estimated detail toggle to display Equipment and Materials estimate details in the report.
  • This option will only be available when Field Summary is the selected report type.

4     Print the work orders.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).