Work Orders

Creating A Work Order From A Proposal

1. Click on the Sales tab and Select Proposals.

2. Choose a proposal with an "Approved" status and Click on the calendar icon on the right side to schedule a work order.

3. The proposal information will then show up in the bottom right of the screen, indicating it is ready to be scheduled.

4. Drag and drop the proposal you would like to schedule a Work Order for by going into the calendar from the bottom right of the screen.

5. Enter the Work Order details into the scheduler window including: Date, Time, Resources and Notes and Click on Save.

6. The Work Order will now show up on the calendar.

7. Click on the calendar link to open the Work Order Details window. From here, Click on the top right icon to open the Work Order.

8. From the Work Order you can Click on the icon in the top right corner to copy the link. You can also access a PDF version of the work order by Clicking on the icon in the top middle of the screen.