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Assignment & Status shortcuts

Make quick updates to Work Orders without opening them. Use these shortcuts to keep work moving when things change during the day.

Written by Manuela Sanchez
Updated over 3 months ago

Assign Work Orders Quickly

Use this when you need to grab work or reassign it fast.

  • Review unassigned Work Orders

  • Click the avatar next to a Work Order to assign it instantly

  • Assign based on who’s currently working or available

This shortcut is available on web and mobile.


Update Work Order Statuses in Seconds

Use this when work changes and you don’t need to open the full Work Order.

Website

  • Click the status next to any Work Order

  • Update its status or cancel it directly

⚡️ Tip: Plans changed and need to update the due date? No need to open the Work Order — just click the due date on the Work Order card.

Mobile

  • Open the Work Order to update its status

  • To cancel, scroll to the bottom and tap Cancel Work Order

Device shortcuts

• Tap anywhere above the keyboard to hide it
• Pull down on the screen to refresh the app

When to use these shortcuts

Use shortcuts when:

  • You’re rebalancing work during a shift

  • A status changes quickly (started, paused, completed)

  • You want to avoid extra taps and screens

Why it matters

Quick updates keep everyone in sync.
Using shortcuts reduces backlog, prevents missed work, and keeps teams aligned without slowing things down.

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