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How to Manage Work Orders

To view/edit a work order for a customer

  1. While on a customer record, click on Work Orders.
  2. Click on the Edit icon Screen Shot 2018-07-17 at 1.49.58 PM.png on the Work Order row to view and/or edit the Work Order.
  3. Make any desired changes.
  4. Click Save

 

To delete a work order from a customer's record

  1. Click the Delete icon delete_icon.png on the Work Order row.
  2. A confirmation message will appear.
  3. To confirm, click Delete.

 

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