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.