Skip Navigation LinksWork Orders > Create New Work Order > Import From Invoice

Creating an Estimate, Work Order or Invoice is very easy when using Templates.

Special Note: Creating New Work Orders from saved Invoice is a Premium (Paid) Subscription feature.  For more information on the Basic (Free) Version versus Premium (Paid) Subscription features please go here

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.

The steps for creating a work order using an Invoice is almost identical to the process for creating an invoice task by task.  It is usual for the user to have already had exposure to creating manual estimates and invoices before creating work orders.  .

Simply select the Import Tasks to the right of the New Task button.

Special Note: Keep in mind you probably will need to make the Tasks NEW (by removing the Completed Check Mark since the job would have already been completed if invoiced already).

Work Order Tasks Imported From Invoice