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 the filter-chip row (All / Active / Overdue / Complete / Archived) above a list of work orders, with per-row state and deadline pills, progress bars, and assignee avatars.

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:

Create — a manager filters down to the pending trouble spots they want covered on the portal Trouble Spots page, then presses the New work order button. The button carries a count badge showing how many pending spots are in the current filter — that's how many will go into the work order. From there they name it, optionally assign people and a deadline, and create it.
Work — assigned users see the work order on the mobile app under the Work Orders tab. They open it, tap a spot to jump to it on the Maps tab, walk up to it, and finish it with the Hold to complete button on the spot's detail card.
Progress — the work order's progress updates as spots are marked complete. Both the mobile card and the portal row show a progress bar alongside a completed / total count.
Done — once every spot on the work order is complete, it leaves the default Active view and lands under the Complete chip. The portal row picks up a green Complete pill, and the Archive button is promoted next to it as the obvious next step.
Archive or delete — archiving moves a work order under the Archived chip and out of the everyday view; it 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.

Finding a work order: filter chips

The portal Work Orders list is driven by a row of filter chips, each with a live count:

All — every work order, including archived.
Active — the default. Work orders with outstanding spots that aren't archived. This is the day-to-day view.
Overdue — active work orders whose deadline has already passed.
Complete — work orders where every spot is done (but not yet archived).
Archived — work orders you've tidied away. They can be restored from here.

A work order moves between chips on its own as spots are completed and as you archive — there's nothing to set by hand.

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. Work orders are created from the Trouble Spots page (the New work order button); the + at the top of the Work Orders list is a convenience link that just takes you there.
Mobile (Archer Setup app) is where field users consume work orders — browsing the ones relevant to them under the Work Orders tab, opening one, and working through its spots on the Maps tab. Each card shows a progress bar with a completed / total spots count and the deadline, the same progress you see in the portal row.

Work orders cannot be created on mobile.

📷 Screenshot: Mobile Work Orders list — a stack of cards, each with a work order name, progress bar, "x / y spots" count, and a "Due …" date.

Pages in this section

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