Create Work Order
Create a new work order to track jobs
Step by Step
1
Access 'Work Orders' in the side menu
2
Click '+ New WO'
3
Select the client
4
Fill in service title
5
Set date and time
6
Confirm address
7
Click 'Save'
Tips
- •You can create from an approved quote
- •Use clear titles for easy identification
- •The WO appears on the technician's schedule