How to Filter, Search, and Manage Work Orders

Why This Matters to Your Business 💼

As your job volume grows, the ability to filter and find specific Work Orders becomes essential. Movegistics gives you powerful tools to search, batch update, and manage Work Orders—so your team can act fast and stay organized.

With the right filters and saved views, dispatchers and admins can instantly pull up the jobs they need to focus on—without digging through irrelevant records. 📂

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🔍 Accessing the Work Orders Screen

You can access all Work Orders by going to: Operations > Work Orders

This view shows every job across statuses, dates, pipelines, and locations.

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🧭 Using Filters to Narrow Your List

The filter bar at the top of the Work Orders screen allows you to quickly narrow down results. You can filter by:

• Job Date
• Status (New, Confirmed, Complete, etc.)
• Service Type (Local, Long Distance, Commercial)
• Pipeline Stage
• Activity Type (Pack, Load, Deliver, etc.)
• Assigned Crew or Truck
• Valuation Level
• Location or Branch

These filters can be combined to quickly create a focused view, such as: ✅ “All jobs Confirmed this week with no payment received.” ✅ “All Long Distance Pack + Load moves scheduled next Friday.”

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💾 Saving Custom Views

If you find yourself using the same filters often, save them as a Saved View.

To create a view:

1. Apply your filters
2. Click Run an Save to save View
3. Give it a name like “Today’s Dispatch” or “Pending Billing”

These views can be toggled quickly and shared with your team.

🧠 Pro Tip: Create views for different teams—dispatch, billing, and sales—to make everyone's workflow easier.

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🧹 Clearing or Resetting Filters

To reset your search and return to the full list, just click the Clear Filters button at the top right of the filter bar.

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📤 Exporting Work Orders

You can export any filtered list of Work Orders by clicking the Export icon.

This generates a .CSV file that includes:

• Job Date
• Status
• Customer Info
• Job Type
• Assigned Crew & Truck
• Pricing Totals

This is useful for:

• Payroll prep
• Financial review
• Operational reporting

📈 Tip: Filter and export by crew to track performance and payout over a date range.

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📩 Need help building a dispatch workflow or saved view? Contact us anytime at [e-mail].