Step by Step: Create Work Order
Step 1: Navigate to Work Orders
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.
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Step 2: Enter Job Details
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 | Select a Service Category Click the Service category field and select the appropriate category for the job. |
5 | Select a Service Type Click the Service type field and select the type of service being performed. |
6 | Select a Problem Code Click the Problem code field and select the issue that best describes the problem. |
7 | Enter a Description Enter a description of the scope of work in the Description field. This is visible to the technician(s). |
Additional Fields
Complete the following fields as needed:
8 | Select a source (optional) Click the Source field to track where the job came from. Options include:
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9 | Enter a Reference number (optional) Click the Ref # field to add a unique identifier for this job — useful for cross-referencing with external systems. |
10 | Set the Priority Click the Priority field to set the urgency of the job. Options include:
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11 | Add Tags (optional) Click the Select a tag... field to add one or more tags to categorize or organize the work order. |
12 | Add Internal Notes (optional) Enter any notes in the Internal notes field for internal visibility only.
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Step 3: Save the Work Order
1 | Click "Create" Review all entered information, then click Create to save the work order.
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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. |
18 | 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.
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| ✓ | Work order created! What happens next
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