Customer Work Orders

To add a Work Order Document, you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed.  Locate the customer in the list, and t...

A user may delete a document if they have been granted the appropriate user permissions.      Use caution when deleting a document.  Once the Delete button is clicked, the document is permanently deleted from the database.  No warning or confirma...

To be able to open and view an attached document, you will need to download the file.  The software creates a .pdf file of the selected document.  Once downloaded you may open the .pdf file for viewing.  To download a Work Order Document, you must ...

To replace a Work Order Document, you must first access the customer record.  From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed.  Locate the customer in the list, a...

To add a Work Order Note, you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed.  Locate the customer in the list, and then ...

To delete a Work Order Note, you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed.  Locate the customer in the list, and th...

To edit a Work Order Note, you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed.  Locate the customer in the list, and then...

To access the Work Order Custom Fields, you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed.  Locate the customer in the l...