How does highlighting in an Order List work?
Fixably dynamically highlights Orders in different colours to assist you in working through your Orders as efficiently as possible.
Written by Annukka Matilainen
Updated at September 24th, 2024
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Part Requests
- Incoming Part Allocation
Table of Contents
Open Orders
- Open Orders are not highlighted.
- These are Orders that are currently being handled within your service location.
Orders with Unread Notifications
- Orders with unread notifications are highlighted in Blue.
- A notification is created whenever an Order is updated by someone other than the currently assigned Technician. This could be another staff member updating a note, a Customer responding to an email or SMS, etc.
- These Orders should be actioned quickly to avoid delays.
Orders Flagged as a CSAT Risk
- Orders flagged as a CSAT Risk are highlighted in Red.
- These Orders should be treated as a top priority.
Closed Orders
- Closed Orders will be highlighted in Green.
- Be on the lookout for Orders where the Status is not Picked up / Shipped or Ready for Pickup / Ready for Shipment, as these could indicate an improperly followed workflow.
Draft Orders
- Draft Orders will be highlighted in Yellow.
- Draft Orders are created when a Customer books an appointment, uses the self-registration portal, or an Employee doesn't complete checking in an Order.
