Articles
Work Order List
When selecting Work Orders from the Accounts Receivable menu, several tabs are displayed. Each of these tabs is covered under this topic section.
Open Work Orders — All work orders that have not been closed.
Appointments — All appoi...
Work Orders Overview
Work Orders are a vehicle for managing installation or service work performed by technicians. There are two types of work orders: regular work orders, which are used for performing installations and service calls, and recurring work orders, which ...
Work Orders Flowchart
The below flowchart explains the designed process flow for work orders.
Work Order Tabs
Once a new Work Order is saved, several tabs are displayed in the lower panel of the page. When clicking on the Edit button at the upper right of the work order page, additional buttons will be exposed on the various tabs to add data. Each of th...
How to Check Work Order History in Managely
In Managely, users can check the history of a work order with just a few clicks.
To check the history, follow the steps below:
Open the work order in question.
Click the History button in the top right corner:
...
How to Manually Issue Parts to a Work Order
1) Log into the work order in question and make sure you are in non-edit mode (if you see a red void button in your upper right corner you are in edit mode, pushing the cancel button here will take you to non-edit mode)
2) Click on the p...