Creating a Work Order

Introduction:

Adding a Work Order is easy. In just a few simple steps, you can have Work Orders up and running. The following steps will help you create a Work Order:

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

Instructions:

1.  Click on the Modules tab, then click on the Work Orders icon in the ribbon on main page.

2.  On the left panel, click on the green New icon.

3.  Fill in the appropriate fields.

Entity:, Work Type:, Purpose:, Asset ID:, Budget:, and Priority: are required fields that must be filled out to complete the work order.

4.  When you have finished entering in all the desired and required fields, Click on the Save icon.  Once the work order is saved, you are finished the work order is ready to be completed by the assigned and completed. 

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 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.

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

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