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
2. 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.
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
2. Click on Add under Crew Notes
3. Add a note and click Save
4. The note will show up at the top of the Work Order
