Searching Workorders

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Searching Workorders

 

WOlist

 

The MLS 2026 Workorder system is designed to provide fast access to both:

•Active work currently in progress

•Historical invoices previously completed

By default, when entering the Workorder Manager, the system displays only:

•Open workorders

This allows the service staff to focus on:

•Vehicles currently being serviced

•Pending deliveries

•Work still requiring action

However, every completed invoice remains permanently available in the history system and may be searched in several different ways.


The Default Workorder Display

When the Workorder option is selected from the main menu:

•All active workorders are displayed automatically

These are:

•Jobs currently in progress

•Estimates not yet completed

•Vehicles awaiting pickup

•Tickets still open in accounting

The display is normally arranged:

•In workorder number order

Scrolling through the list allows the operator to quickly review:

•Current shop activity

•Vehicle status

•Pending jobs


Completed Workorders

Once a workorder has been:

•Fully processed

•Closed

•And posted

the system automatically marks it as:

•A History item

Completed workorders no longer display on the default active work screen.

Instead, they are accessed using the:

•Search button

on the main Workorder screen.


Search Options

When the Search screen opens, several search and sorting options are available.

These allow workorders to be organized according to the information most useful for the current task.


Active Work Only

This is the default display mode.

Only:

•Open

•Pending

•Active

workorders are shown.

This view is most appropriate for:

•Service advisors

•Technicians

•Daily operations management


Completed Work Only — Invoice Number Order

This option displays:

•Only completed workorders

arranged in:

•Invoice number order

This is useful when:

•Reviewing historical billing

•Looking up older invoices

•Verifying completed accounting activity


All Workorders By Client

This option displays:

•Both open and closed workorders

arranged alphabetically by:

•Client name

This is extremely useful when:

•Reviewing complete client history

•Handling customer questions

•Researching prior repairs

•Reviewing long-term service patterns


All Workorders By Service Unit

This arranges all workorders by:

•Vehicle identification

typically:

•License number

•VIN

•Service unit code

This is especially valuable when:

•Researching recurring issues

•Reviewing service history on a vehicle

•Checking warranty concerns

•Evaluating repeat repairs


All Workorders By Payment Date

This option displays completed workorders arranged by:

•Payment date

This is useful for:

•Accounting review

•Daily balancing

•Deposit verification

•Revenue tracking

•Historical financial review


Locating A Specific Workorder

After selecting the desired search order:

•Begin typing into the search field

The system automatically moves:

•To the first matching record

•Or the nearest matching entry

Examples include:

•Workorder number

•Vehicle license

•Client company name

•Customer last name

Once near the desired record:

•Scroll normally through the list

•Highlight the correct entry

•Open it for viewing or editing


Search Speed

MLS 2026 performs searches dynamically while typing.

This allows very rapid access to:

•Client history

•Vehicle history

•Prior invoices

•Payment records

without requiring complicated search procedures.


Best Practices

•Use Active Work for daily operations

•Use Client search when discussing prior work with customers

•Use Service Unit search for vehicle-specific troubleshooting

•Use Payment Date search for accounting review

•Use Invoice Number search for archived billing questions

The MLS 2026 search system is designed to provide immediate access to virtually every workorder ever written, making historical service data one of the most powerful tools available to your shop.