The Work Order section is where you view, create, edit and manage all your Work Orders.
Adding a new work order is easy and can be accomplished in a few ways.
Note: A Job must exist or be created before you can create a work order.
Also note that more than one work order can exist for a Job.
Step by Step
then select one of the following work order buttons
Special Note: Creating New Work Orders from saved Templates is a Premium (Paid) Subscription feature. For more information on the Basic (Free) Version versus Premium (Paid) Subscription features please go here. For more information on Creating New Work Orders from a saved Template please go here.
Suggestion: If you are relatively new to business systems, then first learn how to Manually add Tasks to a New Work Order and also understand Preset Items before learning Saved Templates. Advanced users can just move to Templates.
Upon selecting , you will see a screen similar to the following
After entering the information, then you can Add Tasks, Add Materials, Add Expenses and Add Notes.
When completed go back to the Work Order Information tab so that you can
Then to leave completely you can