Open Service Work
Use the Open Service Work screen to view a customer's open service work orders. Work orders currently in progress are marked with a **Currently in progress** message above them. Similarly, work orders that have been completed recently are marked with a **Completed in the last 14 days** message.
To access the screen, click the Work Orders button on the Customer Profile screen, under the Quick Links section.
Information fields on the Open Service Work screen are:
| Information | |
|---|---|
| Field | Description |
| Name | The name of the customer whose open service work orders are listed. |
| Business Phone Number | The customer's business phone number. |
| Salesperson | The salesperson assigned to the selected customer's profile. |
Fields on the Open Service Work screen are:
| Field | Description |
|---|---|
| Work Order | The work order number. |
| Machine | A brief description of the unit on the open service work order. |
| Description | A brief description of the service performed on the open service work order. |
| Estimated Completion | The estimated date of completion for the service performed on the corresponding open service work order. |
| Location | The location where the service is being performed. |
Click a Work Order Number to open the Work Order Details screen to view the details of a selected work order.
Click Close to complete your work on the Open Service Work screen and return to the Customer Profile screen.
Data Source: WOH
Revision: 2025.12