Create Your First Work Order
Learn to create a work order (WO) to track and manage jobs
Step by Step
1
In the side menu, click on 'Work Orders'
2
Click the '+ New WO' button
3
Select the client from the list
4
Fill in the title describing the service
5
Choose the scheduled date and time
6
Confirm the service address
7
Add catalog items if needed
8
Link a checklist to guide execution
9
Click 'Save' to create the WO
Tips
- •You can create a WO from an approved quote
- •The WO automatically appears on the technician's schedule
- •Use status to track work progress