Work Orders

New work orders may be created from the Open Work Orders tab of the Work Order List or from a customer record. Add a Work Order from the Open Work Orders Tab To add a new Work Order from the Open Work Orders tab, from the main menu, navigate to ...

To add documents to a work order, open the work order from the customer record or Accounts Receivable > Work Orders. Once the work order is displayed, click on the Documents tab, and then click the Add Document button. There are two method...

To add Items to a Work Order, open the work order from the customer record or from Accounts Receivable > Work Orders. Once the work order is displayed, click on the Items tab, and then click on the edit button at the upper right of the page.  C...

To add Notes to a Work Order, open the work order from the customer record or from Accounts Receivable > Work Orders. Once the work order is displayed, click on the Notes tab, and then click on the edit button at the upper right of the page.  C...

To add Parts to a Work Order, open the work order from the customer record or from Accounts Receivable > Work Orders. Once the work order is displayed, click on the Parts tab, and then click on the edit button at the upper right of the page. ...

For work orders, when you add work order parts, the part picker now shows a Stock? switch. You can set this to YES or NO: This switch indicates if a part is stocked in a warehouse or not. By default, the switch is YES, which means it i...

To add RMR to a Work Order, open the work order from the customer record or from Accounts Receivable > Work Orders. Once the work order is displayed, click on the RMR tab, and then click on the edit button at the upper right of the page.  Click on ...

Information on an open work order may be edited at any time.   For work orders that have been closed, only two items may be edited - Notes and Custom Fields. To edit a work order, you may access the work order from the customer record or by sel...

To update the Custom Fields information on a Work Order, open the work order from the customer record or from Accounts Receivable > Work Orders. Once the work order is displayed, click on the Custom Fields tab, and then click on the edit button...

A Work Order may be voided if necessary.  Typically, this option is used if the work has been cancelled, but you still want to keep the history associated with the work order.   If there are any scheduled appointments that have not been fully d...