To create a Work Order, you must add a Recurring, One Time, or Waiting List job. If Work Orders are enabled, you will see an option on the Add Job overlay to create a Work Order.
To create a Work Order, use the following 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 as normal, being sure to add more than one line item.
- Click Save.
For more information on how Work Orders behave on the Dispatch Board, click here.