How to Create a Work Order

Create a work order from the client record. This will automatically assign the client's information to the work order.

Work Orders can also be generated from the Work Orders section, where you'll have to assign the client.

Different Work Order types can be added from this page by clicking '+Add', or they can be added in Admin > Configure > Production.

This is a place to add notes for any employees who will be completing the work order.

Choose a start date and time for the Work Order. These can be used in an email or SMS template that can be sent to the client.

The scheduled Work Orders are viewable on the Production Calendar.

Each Work Order has a log for the assigned employee to add important notes.

If the work being completed requires payment, an invoice can be generated in the Invoice tab. Please note that this will move the Work Order to the 'Invoiced' status. You are unable to send this invoice for payment via email, but you can still accept credit card payments through the built in processor. It will require manual entry by an employee.