Tracking work orders
The Work Orders section answers the question that used to take a phone call: where is my unit? Every job the shop has opened for your company is listed here, and each one opens into a detail page with a stage timeline and the paperwork attached to the job.
The list
Screen: The Work Orders page. On top, four KPI tiles:
Open,Awaiting Parts,Ready to Ship, andShipped. Below, a panel titled Your work orders with a search box (“Search order # or PO…”) and a table with columns Order, Part, Status, and Promised. Each row shows the order number, the part number (with “S/N …” when serialized), a colored status pill, and the promised date.
- The KPI tiles count your whole book with the shop:
Openis everything not yet shipped;Awaiting Partsturns amber when a job is waiting on material;Ready to Shiphighlights jobs about to leave;Shippedcounts completed deliveries. - Search matches the shop’s order number or your own PO number — paste the PO you issued and find the job it became.
- Long lists page with a Load more button.
- Click any row to open the order.
Order stages
The status pill uses plain-language stage names. In order:
| Stage pill | What it means | What happens next |
|---|---|---|
Received | Your unit arrived at the shop and is checked in. | Inspection is scheduled. |
Inspection | The shop is evaluating the unit and defining the work scope. | Work begins, or you get a quote to approve. |
In Work | Technicians are actively working the unit. | Progresses toward QA — or pauses for parts. |
Awaiting Parts | The job is paused waiting for material. | Back to In Work when parts arrive. |
Quality Assurance | Work is done; the shop is reviewing results and paperwork. | Release documents are finalized. |
Ready to Ship | The unit passed QA and is being packed. | It ships back to you. |
Shipped | The unit is on its way (or delivered), with its certificates. | Download documents; the invoice follows. |
The order detail
Screen: A work order detail. The header shows the order number with its status pill, over a meta grid: Part, Serial, Your PO, Opened, Promised, Shipped. Below: an Items panel listing each unit on the job (part number, description, “S/N …” or “Qty …”), a Timeline panel with dated stage entries and colored dots, and a Documents panel with per-file Download buttons.
Items
Each unit received against the job is listed with its part number, description, and serial number (or quantity for unserialized material). On assembly or teardown jobs you may see several items under one order.
Timeline
The timeline is the job’s history in plain words: one entry per stage change, newest at the bottom, each with the date and time it happened and any note the shop added. If nothing has moved yet, the section is hidden.
The timeline shows stage changes. Day-to-day shop events — parts reserved, labor logged — are internal and don’t appear here. If the order seems parked in one stage, the promised date in the header is still the best expectation to hold the shop to.
Documents
The Documents panel lists everything downloadable for this order — release certificates such as 8130-3 scans, test reports, and packing slips. Your invoice, once issued, appears under the Documents tab, which also collects these same files across all your orders. Until paperwork is attached, the panel reads “No documents available yet.”
For operators: the portal timeline is built from the work order’s stage history — the console itself has no stage-history display, so the portal is where that history is visible. What customers can download is exactly: attachments on their WOs, certificate scans issued on those WOs, and their invoices — see Documents and the release documents guide.