Adding a New Work Order

Steps to Add a New Work Order

  1. From the main menu, click on “Work Orders”.
  2. Select from the menu “Add Work Order”.
  3. Enter the work order details:
    • Title: The name of the file related to the work order as it will appear in the work orders list in your account.
    • Order Number: A number or code that distinguishes the work order. It’s automatically set in sequence, but it can be edited or the sequencing method can be changed through adjusting the Sequential Numbering Settings in the account.
    • Start Date: The starting date of the work order.
    • Finish Date: The end date of the work order.
    • Description: Provide a general description of the nature of the new work order.
    • Tags: Enter keywords about the work order to assist in searching within the software.
    • Client: Choose a client from the list if the work order is linked to a specific client.
    • Budget: Determine the value of the work order’s budget indicator.
      • Note: The budget indicator in the work order operates based on either the expenses and costs of the work order or the invoices of the clients within the work order. For more details, you can refer to the guide “Setting up the Budget Account in Work Order”.
  4. Click on the “Save” button.