In Progress - Desktop and Mobile

In Progress Tab - Desktop

Overview 

Once work order has been accepted the task moves to the "In Progress "tab. From here, the admin/supervisor can assign to the chosen employee, schedule visit, and select visit type by viewing the details. Vendors can also upload photos, videos, documents and submit a bid for approval for each work order. Tasks will appear in order of the date scheduled, soonest to latest. You have the ability to view information such as work order number, location, service category, budget, upcoming visit date, due date, search work orders and view status. Bid/work order status filters will be displayed to find work orders at a quicker pace. Lastly, you have the option to sort on each of the individual tabs from ascending to descending order.

Work Order Statuses

• Ready to Schedule - New work orders that were just moved to the in-progress tab and haven’t been scheduled.
• Awaiting Schedule  - Work orders that are scheduled, and awaiting technician to visit
• Pending Bid Approval - Work orders that have bids pending Pathlight approval
• Bid Declined- Work orders with bids that were declined by Pathlight and where vendors haven’t taken any actions (either provide a new bid or accept budget)
• Bid Approved- Work Order with bids that have been approved. This status will stay until users take another action (such as scheduling visit, submit new bid, mark as complete) 
• In Progress- Work orders that don’t have any upcoming visits scheduled, but that had previous visits
• Quality Review- Work orders that are marked as completed, but are undergoing a review from our resident service team

In Progress Tab - Mobile

Overview 

At this time, the mobile version for admin, supervisor, and technician only allow for the competition of visits. Administrative responsibilities will be completed on the desktop version by both admin and supervisor. Responsibilities such as assigning work, invoicing, new bids, user management, updating visits, and viewing closed work orders.