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Estimates & Work Orders
Work Orders - where to create
Work Orders - where to create

From Sales > Work Orders, Customer's account, or the Calendar

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

There are four places where you can create a Work Order.

Key Points

  • From the customers account

  • From Sales > Work Orders

  • Two places from the Calendar

To create a Work Order from the customers account:

  1. From the Dashboard, click Customers

  2. Click Go to Location for the customer who is receiving the Work Order

   3. Select the Service Location, (if there is more than one location)
   4. Click Create a New...
   5. Click Work Order

   6. Complete the Work Order
   7. Click Save

To create a Work Order from Sales > Work Orders:

  1. From the Ribbon, click Sales

  2. Click the New Work Order button in the upper right

   4. Click Customer Name...
   5. Type the name of the customer who is receiving the work

   6. Complete the Work Order
   7. Click Save

To create a Work Order from the Calendar

Double-click on a date in the Calendar

-OR-

Click the Create Work Order button in the upper right of the Calendar

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