Operations problems
Fixes for common problems with projects, service work, scheduling, dispatch, and the Technician app.
An item isn't ready even though you expected it to be
Check its dependencies: an item before it hasn't finished yet. See Edit project structure and dependencies.
"This project has no open stage where new work can be placed."
Every stage in the project is already completed or skipped. Add a stage to the project, or create the work order against a different project. See Create a work order.
"Work type is required"
A work order can't be created without picking a work type. Select one before saving. See Create a work order.
Deleting a work order removes it for good
Unlike most records in solarOS, deleting a work order is permanent and also removes its appointments; the confirmation warns you first. Use Cancel instead unless you genuinely need the record gone. See Work order statuses, blocking, and cancelling.
A blocked work order's appointment is still on the schedule
Blocking the work order doesn't touch its appointment. Reschedule or cancel the visit yourself if the block means the technician shouldn't go out. See Work order statuses, blocking, and cancelling.
Reviewing a report doesn't release the invoice
Completing the work order is what makes the job billable, not review. A report can wait for review in Review Work for a while without holding up billing. See Review submitted reports.
Dragging an appointment on the calendar isn't doing anything
Drag-and-drop scheduling only works in Day or Week view. Switch out of Month or Map view first. See Plan the day on the Dispatch Board.
A technician doesn't see an appointment on their schedule
Confirm the appointment isn't still at Placeholder scheduling confidence: a Placeholder appointment doesn't show up for the technician until it's promoted to Scheduled. See Schedule a service visit and See your schedule and open an appointment.
Send Confirmation is disabled on an appointment
The appointment is still at Placeholder scheduling confidence, so the customer hasn't been told about it yet. Change its confidence to Scheduled or Confirmed With Client, then try again. See Send an appointment confirmation.
A technician submitted a report but the visit still shows open
Submitting a report and completing the appointment are two separate steps. Go back to the work order and tap Mark Complete. See Fill in and submit the report.