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 Services.

2

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

3

Click on View for the target Service.

4

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

5

Enter a Client Requests Completion By date.

6

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

7

Select a Requested Action.

8

Select a Requested By name.

9

Click on Save Changes.