Service Orders

Service Orders under Support → Service Orders track repair work tied to support tickets. Header: Service Orders with order count. Technicians advance diagnosis; Support staff open orders from tickets.

Status filter#

Primary status filter labels:

API status	UI label
OPEN	Open
DIAGNOSING	Diagnosing
WAITING_PARTS	Waiting Parts
WAITING_CUSTOMER_APPROVAL	Awaiting Approval
IN_PROGRESS	In Progress
COMPLETED	Completed
CANCELLED	Cancelled

Also filter Auth Status: Pending / Signed (customer authorization on billable work).

Search and advanced filters#

• Search — Search by ERP Quote ID
• Dealership, Customer account in Advanced Filters
• Date ranges: Created from/until, Updated from/until
• Sort by: ID, Status, Created at, Updated at with Ascending / Descending
• Page size

Table columns#

Order ID, Ticket, Dealership, ERP Quote ID, Status, Auth Status, Items, Created at.

Empty: No service orders found.

Sorting workflow#

Default sort is usually Updated at descending so active bench work floats to the top. Switch to Created at when auditing backlog age. Filter by Waiting Parts to find blocked orders.

Opening from a ticket#

From Ticket details:

1. Overview shows Linked service order or No service order linked to this ticket yet.
2. Click Create service order — drawer requires Support Ticket (Search by ticket code...), optional ERP Quote ID.
3. Create Service Order — success opens the new order.

Alternatively New Service Order on the list uses the same drawer.

Batch select on the list#

Some list views support selecting multiple orders for bulk status review or export (policy-dependent). On the order Items tab, batch selection is primary — see Service Order Details for Select all items, Set as Warranty, and Delete Selected.

Quick actions#

• Open a row → Service Order Details.
• Link back to ticket via Ticket Code meta field.

Permissions#

Action	Role
View list	All dealership roles.
New Service Order	Support, technician, admin.
Status transitions	Technician, admin.

Related#

• Service Order Details.
• Support Tickets.
• Warranty Claims.