Create a Work Order for a Client

To create a Work Order, you must add a Recurring, One Time, or Waiting List job. If Work Orders are enabled, you'll see an option on the Add Job overlay to create a Work Order. 

To create a Work Order, follow these steps:

  1. Hover over the Quick Add icon.
  2. Select Job.
  3. Select a job type.
  4. In the job information, Create a Work Order will be set to the company default. 


  5. Add a Work Order Description and Work Order #, if desired.
  6. Fill out the rest of the Add Job overlay. Be sure to add more than one line item.
  7. Click Save.

You can visit our Help Center for more information about the behavior of Work Orders on the Dispatch Board.

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