Create a New Work Order

To Create a New Work Order without flowing from Scope or Quote. This is also referred to as directly creating a work order.

Go to: Main Menu –> Work Orders –> List of Work Orders –> + Create New

• Click Create New button.
• Select Priority
• Click Address – The property must have been created in properties section.
• Select Company you are doing work for (located bottom of screen)
• Mandatory fields are Priority, Address, Company
• Optional: Recommended fill out other fields as required.
• You have started your work order with details in these fields.

The Status for the Work Order: –

• • Work Order Created – Initial Work Order created

Next Steps: Input/upload information into tabs

• Add Items, Edit Details, Add Contacts, View Related/Work History, Purchase Orders,  Add Attachments or Notes.

Click Link Work Orders | WEB | Add Items