How do I open a Work Order?

All Work Orders are opened from a corresponding Service page. Follow these steps to open a Work Order.

1

Click on Records.

2

Click on Services.

3

Use the Search and Filter options to find the Service that requires a new Work Order.

4

Click on View for the target Service.

5

Click on Actions. In the dropdown menu under Actions, click on Open Work Order.

6

Enter a Client Requests Completion By date.

7

Select a Source (how the Work Order was requested). 

8

Select a Requested Action.

9

Select a Requested By name.

10

Click on Save Changes.