{"id":13840,"date":"2024-02-22T09:30:36","date_gmt":"2024-02-22T09:30:36","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%af%d9%84%d9%8a%d9%84-%d8%b4%d8%a7%d9%85%d9%84-%d8%b9%d9%86-%d8%a3%d9%88%d8%a7%d9%85%d8%b1-%d8%a7%d9%84%d8%b4%d8%ba%d9%84-%d9%81%d9%8a-%d8%af%d9%81%d8%aa%d8%b1%d8%a9\/"},"modified":"2026-01-28T11:21:24","modified_gmt":"2026-01-28T11:21:24","slug":"comprehensive-guide-for-work-orders","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/comprehensive-guide-for-work-orders\/","title":{"rendered":"Comprehensive Guide for Work Orders"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1709636954357{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">The work order helps you to create a specific file for each project with a defined budget, add all the documents and transactions related to this project, and ultimately review its profitability. [The <\/span><span style=\"font-weight: 400;\">workflows]<\/span><span style=\"font-weight: 400;\">\u00a0are similar to the work order, except that workflows are more comprehensive.<\/span><\/p>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;How to Add a Work Order&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709636970995{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1769599183951{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Click on <\/span><b>&#8220;Add Work Order&#8221;<\/b><span style=\"font-weight: 400;\"> from the dropdown under <\/span><b>&#8220;Work Orders&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu or click on <\/span><b>&#8220;Work Orders&#8221;<\/b><span style=\"font-weight: 400;\"> from the dropdown under <\/span><b>&#8220;Work Orders&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu then click on the <\/span><b>&#8220;Add Work Order&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p style=\"text-align: left;\"><b><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-34411 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/hjuydas.png\" alt=\"\" width=\"1782\" height=\"658\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/hjuydas.png 1782w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/hjuydas-300x111.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/hjuydas-1024x378.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/hjuydas-768x284.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/hjuydas-1536x567.png 1536w\" sizes=\"auto, (max-width: 1782px) 100vw, 1782px\" \/><\/b><\/p>\n<p style=\"text-align: left;\"><b>Enter the following work order details:<\/b><\/p>\n<ul style=\"text-align: left;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Title:<\/b><span style=\"font-weight: 400;\"> Write the name of the work order file as it will appear in the work orders list in the account.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Order Number:<\/b><span style=\"font-weight: 400;\"> A number or code that distinguishes the work order, placed automatically in sequence, and can be modified or changed through the <\/span><b>&#8220;<\/b><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/setting-up-auto-numbering-settings\/\"><b>Auto Numbering Settings<\/b><\/a><b>&#8220;<\/b><span style=\"font-weight: 400;\"> inside the account.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Start Date:<\/b><span style=\"font-weight: 400;\"> Write the start date of the work order.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Finish Date:<\/b><span style=\"font-weight: 400;\"> Write the finishing date of the work order.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Description:<\/b><span style=\"font-weight: 400;\"> If you want to write a general description about the nature of the new work order.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Tags:<\/b><span style=\"font-weight: 400;\"> Write keywords about the work order to aid in search operations within the program.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Client:<\/b><span style=\"font-weight: 400;\"> Choose one of the clients from the list if the work order is associated with a specific client.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Budget:<\/b><span style=\"font-weight: 400;\"> Set the value of the budget indicator for the work order.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Note:<\/b><span style=\"font-weight: 400;\"> The budget indicator in the work order operates according to either the expenses and costs associated with the work order or according to the client invoices within the work order. For more details; you can review the <\/span><b>&#8220;<\/b><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/settings-up-the-budget-calculation\/\"><b>Setting Up the Budget Calculation in the Work Order<\/b><\/a><b>&#8220;<\/b><span style=\"font-weight: 400;\"> guide.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click on the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/li>\n<\/ul>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-34413 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/work-orders.png\" alt=\"\" width=\"1392\" height=\"675\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/work-orders.png 1392w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/work-orders-300x145.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/work-orders-1024x497.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/work-orders-768x372.png 768w\" sizes=\"auto, (max-width: 1392px) 100vw, 1392px\" \/><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">You can perform some actions on the work order such as:<\/span><\/p>\n<ul style=\"text-align: left;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Adding <\/span><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-notes-attachments-to-the-work-order\/\"><span style=\"font-weight: 400;\">a note\/attachment<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Or <\/span><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/scheduling-an-appointment-in-the-work-order\/\"><span style=\"font-weight: 400;\">scheduling an appointment<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Also, you can add some new documents or <\/span><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/assigning-an-existing-transaction-to-a-work-order\/\"><span style=\"font-weight: 400;\">assign old documents<\/span><\/a><span style=\"font-weight: 400;\"> such as invoices and spending authorizations to the work order.<\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-13849 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_15h08_16.png\" alt=\"\" width=\"1330\" height=\"720\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_15h08_16.png 1330w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_15h08_16-300x162.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_15h08_16-1024x554.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_15h08_16-768x416.png 768w\" sizes=\"auto, (max-width: 1330px) 100vw, 1330px\" \/><\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">It is also easy to control the settings of work orders by clicking on &#8220;Work Order Settings&#8221; from the dropdown under &#8220;Work Orders&#8221;<\/span><span style=\"font-weight: 400;\"> in the main menu, and these settings include:<\/span><\/p>\n<ul style=\"text-align: left;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Editing <\/span><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/editing-the-statuses-list-of-work-orders\/\"><span style=\"font-weight: 400;\">the status list<\/span><\/a><span style=\"font-weight: 400;\"> or <\/span><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/editing-the-actions-list-of-the-work-orders\/\"><span style=\"font-weight: 400;\">the actions<\/span><\/a><span style=\"font-weight: 400;\"> associated with the work order.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"> Or <\/span><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/editing-the-work-order-layout\/\"><span style=\"font-weight: 400;\">editing the template<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"> Or <\/span><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/work-orders-custom-fields\/\"><span style=\"font-weight: 400;\">the custom fields<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-46450 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Work-Order-Settings-.png\" alt=\"\" width=\"1365\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Work-Order-Settings-.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Work-Order-Settings--300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Work-Order-Settings--1024x474.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Work-Order-Settings--768x356.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2074,2070,2075],"tags":[4007],"class_list":["post-13840","user_manual","type-user_manual","status-publish","hentry","category-work-orders","category-operations","category-manage-work-orders","tag-work-orders"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Comprehensive Guide for Work Orders - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/comprehensive-guide-for-work-orders\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Comprehensive Guide for Work Orders - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1709636954357{margin-left: 200px !important;}&#8221;] The work order helps you to create a specific file for each project with a defined budget, add all the documents and transactions related to this project, and ultimately review its profitability. 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