Working with Work Orders

Some jobs need to be tied to specific work orders. This post explains the basics for creating a Work Order and adding appointments to it.

1. Go to Work Order tab. You will see the current set of work orders that will look something like this:

Screen Shot 2016-04-18 at 6.05.54 PM


2. To add a new Work Order, click “Add Work Order” link just below the tabs. You will see a form that will allow you to enter the details for that Work Order like this:

Screen Shot 2016-04-18 at 6.08.06 PM


3. If the client is an existing client, enter their name in the Company field. It will auto-complete for you and populate the rest of the fields with their data.

Screen Shot 2016-04-18 at 6.09.38 PM


4. Once the details of the Work Order are entered, including any notes, you can start adding appointments for this Work Order. The grid on the right called Events has a calendar icon above it which you can click to add an event:

Screen Shot 2016-04-18 at 6.11.40 PM


5. Those events will now show up in the calendar and can be assigned to one or more techs.




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