How to Change the Service Provider on a Work Order

Go to Work Orders

First, search for the work order you need to update. From your Dashboard, click the Maintenance dropdown and select Work Orders.

Search for and open the work order

Now to select the desired work order, use the Search Bar then click on the Work Order ID on the Work Order page. You can also use Filter for easy search.

Find the Service Provider section

Once you are in the work order select Quick View or Details tab, then look for the Service Provider section.

Choose Edit SP

From there click the ellipsis , then choose Edit SP.

Select or search for the service provider

You may select from the list of the Service Providers for Work Order’s required skill. Or Search for the Service Provider company if the service provider is not on the list, then click Select.

Add the details and confirm

Once you have chosen the Service Provider, fill out the box providing details of why you are changing the service provider, and click Add to Work Order.

If there are multiple users in the service provider company, please also select the user to be assigned in the work order.

Choose Remove

From the Service Provider section click theellipsis and choose Remove SP if you need to completely remove or unassign the service provider from the work order.

Removing a service provider assigned to the work order will not prompt you to assign or choose a different service provider. If you wish to re-assign another service provider, choose Edit SP instead.

Leave a note and submit

Next, leave a note summarizing why you are removing the service provider. Then click Submit.

When a service provider is unassigned from the work order, the work order will be changed to Finding Service Provider status.