Create, Edit, or Delete a Work Order (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

create a pool service and repair work orders

Step-by-step instructions . . .

1

Select Work Orders > New > Add Work Order.

  • The New tab shows work orders that have been created, but not scheduled to a tech/date.
  • You can also create a new work order from the Scheduled tab.
  • The Scheduled tab shows work orders that have been assigned to a tech/date.

2

Click the dropdown to select the Work Order Type > customer > Service Location > Tech > Service Date > Save.

  • Defaults for the work order will appear, and can be adjusted on this screen if needed.
  • Work Order type defaults are managed under Settings > Work Order Types.
  • Selecting the customer will populate the service location.
  • If the customer has two service locations, click the dropdown to select the desired service location.
  • If a Tech and Service Date are not chosen, the work order will be saved under Work Orders > New.
3

To edit a work order, click the Edit icon > Save. 


4

To delete a work order, click the Trash icon > Delete, and click Delete. 


5

To finish a work order from the website, click Finish > Save.

   

6

To add a work order from the customer profile, select Customers > click customer name > scroll down to Work Orders > Add > Save.


7

To edit a work order from the customer profile, scroll to Work Orders > Edit > Save.

8

To delete a work order  from the customer profile, scroll to Work Orders > Delete, and click Delete.