You can manage your service orders in Service Order Explorer.

All service orders will be displayed in Service Order Explorer by default.

You can filter your service order via the Quick Filter button.

You can filter via the column filters.

You can filter by client and project in the tree on the left side of Service Order Explorer.

Another way to view service orders for a specific project is within Project Explorer.

When a project is selected, you can click the Service Orders tab along the bottom section of the interface.

Service orders do not have to be assigned to a project, so you will only see the service orders assigned to the selected project.

If you want to see all of a client's service orders, not just those for the selected project, select the Show All Tasks for Client check box.

To edit an individual service order, double-click the service order in Service Order Explorer or select the service order and click the Edit button.

This will open the service order for editing, where you can edit any needed fields. For example, you may want to enter the actual hours for the resources, change the status, or % Complete, etc.

If you are using Mobile Install (MI), many of these fields will be updated automatically when changed in MI.

You can edit multiple service orders simultaneously using the Mass Update function on the ribbon.

You can choose which fields to update for the selected service orders.

You can also update any service order custom fields that you have defined.

The Time Sheets tab displays all time sheets synchronized from MI, and you can also create time sheets here.

You can lock and unlock service orders and Service Order reports; however, you must have permission to do so.

When a service order is locked, it can not be edited, and when its reports are locked, no reports can be generated for the service order. Locking can be done manually or via Workflow Rules.

When a service order or its reports are locked, you will see the lock icon next to the service order in Service Order Explorer.

If you are using MI, service orders will automatically update with most of the edits made in the MI interface, e.g., time sheets, site items, site notes, etc.

If site items were added to the service order in the MI interface, click the Site Items tab in the Edit Service Order form.

Select each item you want to edit and click the Add to Service Order button.

This will open the Add Product for Site Items form or the Add Labor for Site Items form.

These forms may be prefiltered to Items in your catalog based on the fields you entered for the site items, but you can click the Reset button to see all items.

You can create a purchase order for any items added to a service order. You can do this at the bottom of Service Order Explorer, or they can be created in Purchase Order Explorer.