Adding an Attachment to a Work Order

Introduction:

Adding a attachment to a Work Order can be easily done by following these few simple steps:

This article applies to + Basic, + Professional, and + Enterprise.

Instructions:

1.  Create a new Work Order or open an already existing Work Order

 If a Work Order is already closed, it will need to be re-opened in order to proceed. 

 If creating a new Work Order, all required fields must be filled in and then saved before you can proceed to Step 2.

2.  Click on the Attachments tab.

3.  Make sure the drop-down menu is Attach File, then click on the Choose File button to select the appropriate file.

 Files must be 20 MB or smaller

4.  Click on New Attachment.  Once you have finished this step, you have successfully added an attachment to your Work Order.

Useful Information and Links:

Useful Links to Related Articles:

To learn more about the Definitions of Fields in a Work Order, click here.

To learn how to Create a Work Order, click here.

To learn how to Add a Service Item to a Work Order, click here.

To learn how to Manually Add Labor to a Work Order, click here.

To learn how to Re-Open a Work Order, click here.

To learn how to Change the Work Order Default Status, click here.

To learn how to Add a Hyperlink to a Work Order, click here.

To learn how to Copy a Work Order, click here.

To learn how to Customize the Current Status Lookup in the Work Order Process, click here.

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