We are thrilled to announce the launch of the Scheduler feature in the Orderry Work Orders app, a game-changer for both field and office workers! Now, managing your scheduled orders, tickets, and jobs has never been easier. Seamlessly view all your appointments right from your mobile device.

The Scheduler allows you to open your calendar and see all your appointments for a particular day in just a few taps. Whether you’re on the go or in the office, you’ll always know what’s ahead.

The Scheduler offers two modes for viewing your calendar: month and week. This flexibility lets you plan your tasks with a broader overview or focus on the specifics of each week. For any day with at least one scheduled appointment, you’ll notice a handy orange dot indicator, so you never miss a thing.

Switch between monthly and weekly views by tapping on the calendar icon in the top right corner.

Simply select a day in the calendar, and you'll see all your scheduled appointments for that day, including the start and end times based on the appointment duration. This detailed view ensures you’re always in control of your time.

Tailor the Scheduler to your specific needs! You can configure which details appear on the appointment cards, ensuring the most relevant information is always at your fingertips. Just head over to Settings > Scheduler and adjust the card to suit your preferences.

Not only can you view your appointments, but you can also create new orders, jobs, or tickets directly from the Scheduler. Plus, the filtering options allow you to sort by status, type, manager, and assigned technician.

Accessing the Scheduler is simple—just go to the homepage of the app, or customize your main menu (navigation) in the settings to include it for even faster access.

With the new Scheduler feature in the mobile app, your scheduling process is about to become more efficient, organized, and tailored to your needs. Whether you’re juggling multiple appointments or just looking to streamline your day, the Scheduler has you covered.

Update your app to the latest version to start using these new features. If you haven’t installed it yet, now is the perfect time to do so. Download the app from the App Store or Google Play.

We’re excited to announce enhancements to three actions in the Order window (can be named Job or Ticket based on your company activities) that are designed to make your work even easier and more efficient. Whether you’re handling multiple orders for the same client, using a previous ticket as a template, or managing warranty repairs, these improved features will help you save time and streamline your workflow.

If you often find yourself creating multiple orders, tickets or jobs for the same client, the "Save and create another" action has been enhanced to make the process even smoother. When creating a new work order, you can now easily fill out the details and click "Save and create another." This will save the current order and immediately open a new one, with the type, client, and payer fields automatically filled in from the previous order. This improvement ensures greater consistency and efficiency, especially when you need to quickly create several work orders for the same client.

Also, when you create an order, ticket, or job by this method, now it has a unique sequential number, not related to the first document.

The "Duplicate" action has also been enhanced for those times when you need to use a previous order, ticket, or job as a template for a new one. Now, when you can click the "Duplicate" button, a new order window will open with all field values, services, and products copied from the original order. This improvement allows you to make quick edits before a new order will be automatically created. So you don’t need to reopen the created order and make adjustments.

This action also created a document with a unique sequential number, not related to the original order, ticket, or job.

Managing warranty orders has never been easier with the improved "Continue in new order" action. If a customer returns with an issue related to a previous repair, you can now create a new work order that is directly linked to the original one, with even more efficiency. The new order will have the same number as the original, with a "/1" added to signify its connection. Additionally, the type, client, payer, and asset information will be automatically copied over, making the process of creating follow-up orders, tickets, and jobs for warranty repairs quicker and more organized.

In the upcoming updates, you'll have the ability to assign different units of measurement for services and products, change order statuses in bulk, and add comments to them. You'll also be able to accept online payments from customers through public order and estimate forms. Additionally, Orderry will feature an improved, simplified data import process, which will significantly speed up your work with clients, products, and more.

We understand that managing multiple documents can be time-consuming. That’s why we’ve introduced new bulk actions, changing status and adding comments, for easier management of orders, jobs, tickets, and estimates.

Here’s how it works:

When changing statuses in bulk, the system will automatically show only the common statuses available across all selected documents, ensuring consistency.

A few important points to keep in mind:

Managing your orders, jobs, tickets, and estimates just got easier. Now, you have more flexibility in how you organize them on the board. You can choose to group items by status groups or by assigned technicians, based on what fits your workflow best.

To customize your board:

Additionally, unassigned orders, jobs, tickets, and estimates can now be displayed in a separate column, making it even simpler to track everything at a glance.

If you have any questions or suggestions regarding this update, please contact our Support team via chat.