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 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.