1. Click On "Work Orders"
2. Here You Can See The Work Orders List Along With All The Information
3. Here You Can Search For A Work Order By Using The Proposal Or Invoice Number, The Customer Name, Or Other Related Information.
4. These Are The Status Options For Work Orders, And You Can Filter By Each One
"Scheduled" Means The Work Order Has Been Created And Is Planned, While "Accepted" Means It Has Been Approved
5. Here You Can See The Status Of Each Work Order, And You Can Also Sort Them Directly From This Column
6. Here We Can See The Customer And The Job, And We Can Also Sort Them In Ascending Or Descending Order
7. Here We Can See The Customer And The Job, And We Can Also Sort Them In Ascending Or Descending Order
8. If We Click On The Invoice Number, Identified By The Icon And ID, We Will Be Redirected To The Invoice Details Where We Can Review And Manage It
9. If We Click On The Proposal Number, Identified By The Icon And ID, We Will Be Redirected To The Proposal Details For Review And Management
10. If We Click On The Proposal Number, Identified By The Icon And ID, We Will Be Redirected To The Proposal Details For Review And Management
11. Here We Can See In Which Deal Stage The Work Order Is And The Date Associated With It.
12. Here We Can See The Actions Column, Where We Can Click On 'View Work Order' To Open And Review It
13. In The Actions Column, You Can Also Use The 'Share' Button
By Clicking It, You Will See Different Options To Send The Work Order, Such As Email, SMS, Or Copying The Link
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.