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Creating a Workorder

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Written by Jason Joel
Updated over 4 months ago

Create a New Work Order

  1. From the sidebar, select Work Orders.

  2. Select + New Work Order.

  3. Enter a title for the work order in the What needs to be done? field.

  4. In the work order details, fill in the other fields that you need.

  5. Select Create to save the new work order and add it to the queue.

Duplicate a Work Order

  1. From the sidebar, select Work Orders.

  2. Locate the work order you want to duplicate, and select it to view its details.

  3. In the work order details, select (more options).

  4. Select Duplicate

  5. Update the work order information as needed.

  6. Select Create to save the work order and add it to the queue.

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