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:
- Hover over the Quick Add icon.
- Select Job.
- Select a job type.
- In the job information, Create a Work Order will be set to the company default.
- Add a Work Order Description and Work Order #, if desired.
- Fill out the rest of the Add Job overlay. Be sure to add more than one line item.
- Click Save.
You can visit our Help Center for more information about the behavior of Work Orders on the Dispatch Board.