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How to Create a Work Order

To create a work order

  1. While in the customer record, click Work Orders.
  2. Click  Add to create a new work order.
  3. Choose from among the template options in the Get Started page.
    • Note: The Get Started tab with template options will only be shown if templates have been previously created in the Content Management section of the Admin page (click How To Manage Work Order Templates for additional information). Click Skip if you don't want to use any of the templates.
  4. Click Next.

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To add details to the work order

  1. Fill out any additional information in the Work Order Details page.
  2. Click Save.

Note: This is not a wizard. You may switch tabs on the left navigation panel as long as you have initiated a work order .

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To add an appointment

  1. Click Add Appointment. 
  2. Select a Scheduling Profile. To learn more about Scheduling Profiles, see Introducing Scheduling Profiles.

User Scheduler

  1. When using a user scheduler, enter filter date and duration of the desired appointment.
  2. Click Find Technicians.
  3. Click on the desired time on the technician row. 
  4. Click Schedule.
  5. Fill out the required fields and click Save.

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Slot Scheduler

  1. When using a slot scheduler click Check Availability.
  2. Select a time slot for the appointment.
  3. Fill out the required fields and click Save

Note:  This can not be performed if the customer address is not associated with a valid geocode.

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To view the appointments list

  1. Click Appointments to see the scheduled appointments. 

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To edit an appointment for a work order

  1. Click the on the desired Appointments row.
  2. Make any desired edits.
  3. Click Save.

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To delete an appointment for a work order

  1. Click on Delete in the lower left of the page.
  2. A confirmation message will appear. 
  3. Click Delete to confirm.
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