Work order - add or edit

A work order is a task or job for a customer that can be scheduled and assigned to user. Usually, work orders are the result of a customer request, but it can be a follow-up action as well.

Add a work order

Go to the Services menu, Work Orders tab, then click on the + button. 

Enter the details of the work order and click next.

Note: Work Order Type is the method of communication with the supplier. The default is email.

Select your one-off charge (optional), then click Finish.

Note: The charge details will appear in the Charges menu.

The work order status will appear in the dashboard under Open Work Orders. 

When the work order is completed, highlight the work order and click Complete.

Edit a work order

Go to the Services menu, then Work Orders tab. Select the row that you would like to edit and click on the Edit button.

Update the details of the work order and click the save button.