Copying a Work Order

Introduction:

Copying a Work Order allows you to create a new Work Order based on an already existing order.  You can use Work Orders created to solve frequently encountered issues as templates to create similar Work Orders.  Copying 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 copy a Work Order:

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

Instructions:

1.  Click on the Work Orders icon on the main ribbon.

2.  Create a new Work Order or open an already existing Work Order from your desktop computer that you wish to copy.

If creating a new Work Order, all required fields must be filled in and then saved before you can proceed to Step 3. 

3.  Click on the Copy Work Order tab.

4.  From here, you can select the items you want to include in the copied Work Order by selecting the appropriate check boxes, which include:

  • Services
  • Notes
  • Parts
  • Labor
  • Other Costs
  • Attachments
  • Contacts
  • Custom Fields

5.  Once you have selected the items you want to include on the copied Work Order, you can continue in two ways, depending on what your needs are.  You can either select Copy, which will copy the Work Order and allow you to continue to copy more Work Orders, using the same current template, or you can select Copy & Close, which will copy the Work Order, then close the current screen, taking you to the newly copied 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 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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