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Edit a work order

  1. Open the work order.
  2. Click the … menu in the top right.
  3. Click Edit.
  4. Change the details you need and save.
To change only the status, you do not need to edit. Click the status on the list or the Status button on the work order.

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Duplicate a work order

Duplicating saves time when a new job is almost the same as an existing one.
  1. Open the work order, or find its row in the list.
  2. Click the … menu.
  3. Click Duplicate.
  4. Change anything that is different for the new job and save.

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Share a work order

  1. Open the work order.
  2. Click the … menu in the top right.
  3. Click Share and choose how to share it.

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Copy a work order ID

In the list, click the … menu on the row and click Copy ID. Useful when you are referring to a job in a message or report.

Skip or delete a work order

View and filter work orders