Work Orders - Share Actions

Email and print work orders and route lists.

Updated over a week ago

If you have a number of work orders, you can select them in the checkbox column, and with the Share button, you can:

  • Email Selected: Send email of selected work orders to the assigned to users.

  • Print Work Order(s): Create a PDF of selected work orders.

  • Print Route List: Create a PDF Route List of the selected work orders.

NOTE: For print options, a PDF file will show in a new window. If a new window does not appear, pop-ups may be blocked. Pop-ups must be enabled for Method on your browser to show the PDF. For more information, see our article "Cannot Print Transactions or Reports".


Email Selected

This option allows you to email the Method users who are assigned to the work orders you selected. The users will receive:

  • An email notification they have a work order: The email they receive will use the template Internal Email Template as specified in the Work Apps Preferences.

  • A pdf of the work order: The work order will use the template Print Template, which is also specified in the Work Apps Preferences.


Print Work Order(s)

This option will create a PDF of all the work orders selected using the print template as specified in the Work Apps Preferences.

Below is an example of the work order print out using the default print template provided.


Print Route List

This option will create a PDF route list with the the work orders selected. The template used will be the one specified in the Work Apps Preferences.

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