Work Order Dashboard

The Work Order Dashboard in Field Service allows technicians to access, update, and close out work orders that are assigned to them on the SM Dispatch Board in Vista Service Management.

From the Work Order Dashboard, technicians can view work order cards that include the work order description, customer name, service address, and site contact information, along with the work order status, date, and number. Depending on your portal setup, a technician's unavailable time (such as training or time off) may display as separate, read-only cards on the dashboard. These cards include the date, time, and duration of the event, plus any notes that were added in SM Technician Unavailable Time.

Technicians can filter the dashboard by service trip date range and also select whether to include unscheduled work orders in the dashboard view.

Access the Work Order Dashboard by selecting Field Service > Work Order Dashboard. Users with access to the Work Order Dashboard can perform the following tasks: