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 will see an option on the Add Job overlay to create a Work Order. 

To create a Work Order, use the following 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. 

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

For more information on how Work Orders behave on the Dispatch Board, click here.

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