Hauler Hero CRM’s Work Order Review section is where your billing team can review completed work orders, mark them ready for invoicing, and create draft invoices in bulk.
In this article, we’ll cover:
How to pick the timeframe of work orders to review
Marking work orders ready for invoices
Create draft invoices in bulk
Filter, search, and download the list
How do I choose which work orders to review?
First, go to Billing > Work Orders.
Set the Date Range at the top, using shortcuts like “This Week,” “Last Week,” etc. or by selecting your own timeframe through the calendar.
Then, select a tab:
Not Ready -- Work orders that haven’t been marked ready for invoicing yet
Ready -- Work orders ready for invoicing, waiting to be invoiced
Invoiced -- Work orders already on an invoice; view only
And choose whether you want to review through the List or Table view.
From here on out, review each work order as your needs see fit. If needed, you can also open up individual work orders to open their Work Order Detail view.
How do I mark work orders ready for invoicing?
This is done through the Not Ready tab.
Check off the work orders you want to mark ready for invoicing, then click “Ready for Invoice” in the top right corner to mark them ready for invoicing.
How do I craft draft invoices in bulk?
You can do this through the Not Ready or Ready tabs.
In the Not Ready tab, you can click “Ready & Create Draft” to both mark work orders ready for invoicing and create drafts for them in one sweep.
In the Ready tab, you instead just have “Create Draft Invoices.”
Either way, check off the work orders you want to draft, then click the corresponding button depending on what tab you’re in.
In the Bulk Invoice Creation screen that follows, review the invoices in the preview and choose your options.
Custom Invoice Note -- Replaces the customer note (see Settings > General Information) we put on our invoice. This won’t overwrite your default. Click “Reset Custom Note” to restore the default.
Change Invoice Date -- Sets a different Invoice Date for this batch of invoices
Skip Zero Amount Invoices -- Skips invoices whose services/fees amount to zero
Include Late Fees -- Includes applicable late fees to your invoices
Bill Rental Fees On Invoice -- Includes applicable rental fees to your invoices
Click Create to generate your batch of drafted invoices.
Keep in mind that creating draft invoices will include any work orders that have already been marked ready for invoice; not just the ones you select. Preview each invoice before you send them.
What if I change my mind?
Click Cancel (if coming from the Ready tab) or Cancel & Mark Not Ready (if coming from the Not Ready tab) to close the dialog without generating invoices.
How do I filter, search, share, or download my list of work orders?
Filters can be accessed on any column by clicking the 3-dot menu that appears when hovering over it.
The search bar is located right above the work order list, to the right, near the download button.
You can share the specific view you’re looking at by clicking the Copy URL button at the top-right corner.
Feedback? Questions?
We'd love to hear your feedback to help us improve your experience. Please submit feedback through the chat bubble or email to support@haulerhero.com.