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⭐ Claim a Work Order

Claim a Work Order that’s available to your team so you can start working on it.

Written by Manuela Sanchez

When a Work Order is available for your team, claiming it lets everyone know you’re taking care of it. It becomes assigned to you, so you can start working on it and your teammates know it’s covered.
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​Best Practice: Don’t wait to be assigned. If you see a Work Order your team needs to handle, grab it and take ownership.

Quick steps

  1. Start at the Home tab

  2. Scroll down to Team Work to grab, and find the Work Order you want

  3. Tap Grab and confirm Pick Up

  4. Open the Work Order and update the status and add notes if needed

The Work Order is now assigned to you and ready to be completed.

Notifications

If your notifications are on, you’ll get an alert whenever someone assigns a Work Order to you, and it will appear under Home.

Why it matters

Claiming Work Orders quickly reduces backlog and makes ownership clear, which builds trust in the process across the team.

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