Work Orders (Classic)

Definitions of Fields in a Work Order
Introduction: This article defines each field and tab found in on the Work Order home screen. This article applies to + Basic, + Professional, and + Ent...
Thu, 30 Jan, 2020 at 10:06 AM
Creating a Work Order
Introduction: Adding a Work Order is easy. In just a few simple steps, you can have Work Orders up and running. The following steps will help you create ...
Thu, 30 Jan, 2020 at 1:57 PM
Adding a Service Item to a Work Order
Introduction: Adding a service item to your Work Order is an integral part of completing your Work Order. Posting and tracking a service item is an impor...
Thu, 30 Jan, 2020 at 2:23 PM
Manually Adding Labor to a Work Order
Introduction: Adding labor to your Work Order is an integral part of completing your Work Order. Posting and tracking your labor is an important feature...
Thu, 30 Jan, 2020 at 2:50 PM
Re-Opening a Work Order
Introduction: Once a Work Order is completed, you are locked out from making any changes.  If a need arises for you to add information to a Work Order, a...
Thu, 30 Jan, 2020 at 3:07 PM
Changing the "Work Order" Default Status
Introduction: Creating your own customized default terms in the status field is easy to do and can be done by following the following steps: This articl...
Thu, 30 Jan, 2020 at 3:31 PM
Adding a Hyperlink to a Work Order
Introduction: Adding a hyperlink as an attachment to a Work Order can be easily done by following these few simple steps: This article applies to + Basi...
Thu, 30 Jan, 2020 at 3:41 PM
Copying a Work Order
Introduction: Copying a Work Order allows you to create a new Work Order based on an already existing order.  You can use Work Orders created to solve fr...
Fri, 31 Jan, 2020 at 10:05 AM
Customizing the Current Status Lookup in the Work Order Process
Introduction: Creating your own customized default terms in the status field is easy to do and can be done by following the following steps: This artic...
Fri, 31 Jan, 2020 at 11:13 AM
Adding an Attachment to a Work Order
Introduction: Adding a attachment to a Work Order can be easily done by following these few simple steps: This article applies to + Basic, + Professiona...
Fri, 31 Jan, 2020 at 11:58 AM