How to confirm a work order

Why confirm a work order?

Confirming a work order is a useful feature, especially if you send notifications to your customers. It allows you to provide a more precise time window for the visit, which helps improve customer satisfaction.

For example, if a work order is scheduled within a large time window (such as 9:00 a.m. – 6:00 p.m.), confirming it allows the system to narrow it down to the smallest compatible time window defined in your Settings > Time slots (e.g., 5:00 p.m. – 6:00 p.m.).

☝️ Note: If multiple compatible time windows are available, AntsRoute will select the one listed highest.

Priority rules during optimization:

1. Confirmed work orders are given the highest priority.
2. On-hold work orders come next.
3. Planned work orders have the lowest priority.

So, if certain work orders cannot be included in a route (due to, for instance, agent working hours), planned work orders will be the first to be excluded, followed by on-hold work orders, and lastly confirmed work orders.

How to confirm a work order?

You can confirm a work order from any of the four tabs in the “Organize” module. Here's how to do it from the “List of work orders” tab:

1. Go to the “Organize” module.
2. Click the “List of work orders” tab.
3. Use the date selector to choose the day the work order is scheduled.
4. Find the work order, click “…”, then select “Confirm”.

   

💡 Work orders that are confirmed appear in green in the schedule.

☝️ Good to know: You can confirm all work orders in a route with a single action from the “List of work orders” tab. Here’s how:

1. Go to the “Organize” module.
2. Click on the “List of work orders” tab.
3. Select a date using the date picker.
4. Click on the “Filter” button, then choose “Driver”.
5. Select the relevant driver, then click “Apply”.

   

6. Tick the checkbox in the table header to select all listed work orders.

   

7. Click the “Actions” button and select “Confirm”.

   

💡 If needed, you can increase the number of tasks visible per page.

How to cancel the confirmed status of a work order?

To cancel the confirmation of a work order, you can also use any of the tabs in the “Organize” module. Here’s how from the “List of work orders” tab:

1. Go to the “Organize” module.
2. Click the “List of work orders” tab.
3. Use the date selector to choose the work order’s scheduled day.
4. Find the work order in the list, click “…”, then select “Unconfirm”.