Work orders

A work order is a named group of trouble spots assigned to one or more users, so a team can coordinate the work of resolving them. You create work orders in the portal by filtering down to the pending trouble spots you want covered, then hand them off to the people in the field.

📷 Screenshot: Portal Work Orders page showing a list of work orders with progress, assignees, and deadlines.

When to use a work order

Reporting and completing individual trouble spots (see Reporting and Completing) covers the simple case: someone finds a thing, someone fixes it. Reach for a work order when you need to:

• Group a batch of related spots — "all the powdery mildew flagged in Block 4 this morning".
• Assign the work to specific people — one or more users in your management group.
• Set a deadline — so everyone knows when it needs to be done by.
• Track progress — see at a glance how many of the spots in the group have been resolved.

A work order doesn't change what a trouble spot is — it's just a container that groups spots together and gives the team a shared view of the work.

The lifecycle

Work orders move forward on their own as the spots inside them are resolved:

1. Create — a manager filters trouble spots in the portal, names the work order, optionally assigns people and a deadline, and creates it.
2. Work — assigned users see the work order on the mobile app. They open it, walk up to each spot, and mark it complete from the field map.
3. Progress — the work order's progress count updates as spots are marked complete. The mobile card and portal row both show completed / total.
4. Done — once every spot on the work order is complete, the work order is considered finished. It stays in the list; you can archive it to tidy up.
5. Archive or delete — archived work orders are hidden from the default list but can be restored. Deletion is permanent, but the trouble spots on the work order are never deleted — only the container is.

There's no manual "status" to set. The work is done when the spots are done.

Portal vs mobile

• Portal is where work orders are created, assigned, edited, archived, and deleted. It's also where managers watch progress across the whole team.
• Mobile (Archer Setup app) is where field users consume work orders — browsing the ones relevant to them, opening one, and working through its spots on the field map.

Work orders cannot be created on mobile.

Pages in this section

• Creating a work order — portal
• Assigning and tracking a work order — portal
• Working a work order — mobile