Step by Step: Create Work Order

Step by Step: Create Work Order

Create a work order to track, schedule, and complete a job for a customer.

Create a New Work Order

1

Click Work Orders

Go to the left navigation bar and click Work Orders.
2

Click "+ New work order"

Click the + New work order button in the top right corner.

The New Work Order page will open.

Customer Information

1

Select a Customer

Click the Customer name field to select an existing customer, or click + New Customer to add one from scratch.
2

Select a Service Location

Click Service location to select an existing location, or click + New location to add one from scratch.
3

Add Additional Contacts (optional)

Click + Contacts to add additional contacts if applicable. Contacts are notified with updates and may be customer contacts or individuals associated with the service location.

Issue Information

Provide details about the work being performed. This ensures the job is categorized correctly and provides clarity for technicians.

4

Type a description

Enter a brief description of the issue that the customer is experiencing.
5

Select Suggest service combination

The Suggest Service Combination tool helps to quickly generate recommended service combinations based on the issue description. This AI-powered feature helps streamline work order creation by suggesting relevant services, saving time and improving accuracy.
6

Confirm Service Combinations

Before proceeding, review the suggested service combinations to ensure they accurately reflect the scope of work. Adjust as needed to match the job requirements.

Additional Fields

Complete the following fields as needed.

7

Select a source (optional)

Click the Source field to track where the job came from. Options include:

  • Client Referral
  • Other
  • Partner Referral
  • Phone Inquiry
  • Social Media
  • Website Lead
8

Enter a Reference number (optional)

Click the Ref # field to add a unique identifier for this job — useful for cross-referencing with external systems.
9

Set the Priority

Click the Priority field to set the urgency of the job. Options include:

  • Emergency – 4 Hours
  • Urgent – 1 Day
  • Normal – 48 hours
  • Low – 7 days
  • Extended – 30 Days
10

Add Tags (optional)

Click the Select a tag... field to add one or more tags to categorize or organize the work order.
11

Add Internal Notes (optional)

Enter any notes in the Internal notes field for internal visibility only.

Internal notes are not visible to customers. Use this for technician instructions or dispatch details.

Save and Add Services to the Work Order

1

Click "Create"

Review all entered information, then click Create to save the work order.

The work order will now be created and can be scheduled and assigned. Add services, create a quote, or generate an invoice from within the work order.

2

Add services to the work order

Once the work order is created, click the + Services button to add services to the job.
3

Add from Pricebook or create new

Select Add from Pricebook to choose a pre-configured service, or Create new to add a custom line item.
4

Ready to schedule? Click "Schedule"

When ready to assign and schedule the job, click the Schedule button on the work order.
OPT

Optional: Convert a lead to a work order

You can also create a work order directly from a lead to move work forward without re-entering information.

  • Open the Lead
  • Click Convert to Work Order
  • Review the pre-filled details
  • Save the work order
✓

Work order created! What happens next

  • Add services or pricing
  • Schedule a visit
  • Assign a technician
  • Track job status
  • Generate an invoice once work is completed

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