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How to Create and Send Work Orders
How to Create and Send Work Orders

This article will show you how to send work orders to your crew and how to add crew notes to those work orders.

Danielle Walls avatar
Written by Danielle Walls
Updated over a week ago

Work Orders are generated automatically when a Proposal is created. It will include the job address, customer information, and any products/services on the Proposal itself. It will not include any monetary values. You can also add Crew Notes in the Proposal builder that will show up on only the Work Order



1. Navigate to the proposal

Navigate to the proposal

2. Click on Work Order

Click on Work Order

3. Send the work order via Email or SMS

You can also view the work order and copy the link if you need to send it through a different channel.

Send the work order via Email or SMS


Adding Crew Notes

You can add notes that will only be visible to the crew on work orders.

1. Click on Notes at the bottom of the Proposal builder

Click on Notes at the bottom of the Proposal builder

2. Click on Add under Crew Notes

Click on Add under Crew Notes

3. Add a note and click Save

Add a note and click Save

4. The note will show up at the top of the Work Order

The note will show up at the top of the Work Order
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