Create, Edit, or Delete a Work Order (Web)
Watch the video or scroll down for step-by-step instructions.
Tiers: All
Step-by-step instructions . . .
- 1
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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
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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.
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- 3
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To edit a work order, click the Edit icon > Save.
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- 4
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To delete a work order, click the Trash icon > Delete, and click Delete.
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- 5
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To finish a work order from the website, click Finish > Save.
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To add a work order from the customer profile, select Customers > click customer name > scroll down to Work Orders > Add > Save.
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To edit a work order from the customer profile, scroll to Work Orders > Edit > Save.
To delete a work order from the customer profile, scroll to Work Orders > Delete, and click Delete.
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