Summary
Create a new Work Order by entering the same information as you would within the Fieldwork Online Portal.
Key Points
From the Calendar tap the + sign in the upper right
Choose the customer and location
Choose the date and time
Choose the service
Enter any special instructions
To create a New Work Order:
In the Calendar tap the plus symbol in the upper right (New Work Order)
Tap Choose Customer and select the customer
Tap Choose Service Location… to select the location
Tap in the correct Date and Time for the service
To add Line Items, tap + Add
If this is a Service you’re adding, tap the text box under service and then tap the
name of the serviceIf this is a Material or Other item, tap Service and tap Material or Other
Tap Name to access the name of the Material, or for Other, type in the information
Tap the number amount if more than 1
Tap the dollar amount to change it, if necessary
Tap Taxable if this is taxable
Tap Save
Type in any Service Instructions
Tap Save
Continue on to: Mobile app - opening and viewing a Work Order