---
title: "Managing Work Orders with Service Tracker Boards in Ontraccr (Use Case)"
url: "https://help.ontraccr.com/en/article/managing-work-orders-with-service-tracker-boards-in-ontraccr-use-case"
language: "en"
last_updated: "2025-05-27T11:25:15.358Z"
---

# Managing Work Orders with Service Tracker Boards in Ontraccr (Use Case)

## **🛠️ Managing Work Orders with Service Tracker Boards in Ontraccr**  
 

### **Overview**

Service Tracker Boards are designed for managing **service work orders**, quotes, and jobs — especially for **short-term, fast-moving projects** like repairs, inspections, or maintenance tasks. These boards offer a visual pipeline to manage service workflows efficiently.

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## **🎯 Who Uses This**

-   **Service departments** handling field work and client requests
-   **Dispatch teams** managing technician schedules
-   **Project managers** overseeing service contract jobs

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## **🔧 Key Features of Service Tracker Boards**

-   Track service jobs across statuses like Quote Submitted, Work Scheduled, Work Complete
-   Include all job-specific details in each card (client, site, assigned tech, etc.)
-   Use templates to spin up consistent service workflows
-   Link each card to a **specific project or client**
-   Enable **automations** based on status changes or form submissions
-   Used with Dispatch forms that link the Service Board to the Field schedule.

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## **🧭 Typical Service Tracker Workflow**

1.  **Job request comes in**
    -   A card is created manually or through a form
    -   Card enters **“New Request”** or **“Quote Needed”** status
2.  **Quote is prepared and sent**
    -   Card moves to **“Quote Sent”**
3.  **Once accepted, service is scheduled**
    -   Status becomes **“Work Scheduled”**
4.  **Technicians complete the job**
    -   Card is moved to **“Work Completed”** or **“Closed”**

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## **🧩 Suggested Statuses**

-   New Request
-   Quote Needed
-   Quote Sent
-   Awaiting Approval
-   Work Scheduled
-   In Progress
-   Completed
-   Closed

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## **📝 Example Fields for Each Service Card**

-   Client Name
-   Linked Project or Site
-   Requested Service
-   Technician Assigned
-   Quote Amount
-   Status
-   Estimated Start and End Dates
-   Notes or Attachments

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## **📚 Using Templates**

To simplify setup:

-   Use the built-in **Service Tracker card template** from Ontraccr’s template library
-   Or create your own custom service board template for reuse

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## **🧠 Tips & Edge Cases**

-   Use **Timeline View** to see which service jobs are active or overlapping
-   Use **filtering** to view only jobs assigned to specific technicians
-   If your company has long-term contract jobs, use **Project Tracker Boards** instead
-   Combine with **forms and workflows** to automate card creation from incoming service requests