How do I Schedule a Work Order?

Create a new Job and set the Job Status to “Work Order”. Enter all of the Job information, appointment details, and Items. The Work Order PDF can be generated by clicking “Work Order PDF” at the top or bottom of the Job page. If you have the eSignature feature the eSignature button will display giving you the option to capture your customers signature on the Work Order.

The Work Order PDF may also be opened by clicking “PDF” in the Job “Appointment List”.

If a Job with status of Estimate was previously created and you have won the business, create a Work Order by simply updating the Job Status to “Work Order” and updating any other Job information as needed.

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