Creating Work Orders

The process shown below allows the user of the system to manually create a Work Order:

• To create a Work Order, click on the New drop down list and select New Work Order.

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This will bring up the following form for entry of the work order information.

• Enter necessary details like subject, start date, due date, select what this work order is related to (leads, accounts, potentials, quotes, purchase orders, sales orders or invoice).
• Also you can enter any description if needed.
• once done, click Save.

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This will then be displayed under the Orders-> Work Orders.

• Click on the Subject name for the detailed view of the created work order.

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You can see the information you added while creating the Work Order.

• You can Edit this information, Duplicate the Work Order, Delete it or Export to PDF by clicking on the respective buttons.

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• The work order PDF can be either emailed directly or saved as a file.

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• The PDF template can be found under Settings -> Templates -> WorkOrders Customizable.

You can edit the template as per your requirement.

This is how the PDF will appear as per the format above: