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How to Send a Work Order to an Existing Employee/Subcontractor
How to Send a Work Order to an Existing Employee/Subcontractor

Sending work orders to your employees/subcontractors is faster and easier than ever!

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

1. Click on Jobs Pipeline

Click on Jobs Pipeline

2. Click on the deal number to open its details

Click on the deal number to open its details

3. Click on "Work Order"

Click on dropdown menu that says "Work Order"

4. Select the method you'd like to use to send the Work Order

Select the method you'd like to use to send the Work Order

5. Click on the dropdown menu "Select an employee or subcontractor"

Click on the dropdown menu "Select an employee or subcontractor"

6. Select the employee or subcontractor that you want to add

On how to add Employees or Subcontractor, Click Here

Select the employee or subcontractor that you want to add

7. Click on Send

Click on Send

8. You will see a message letting you know that your work order has been sent

You will see a message letting you know that your work order has been sent

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