How can I use a Work Order as a project
If the Project isn't large, a Work Order could be used as a small Project. You will still be able to import Estimates or add items that is similar to how an Estimate would look and treat the Work Order like a Project.
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Adding a New Change Order
Adding a New Change Order In Contractor Foreman, Change Orders are used to document and track any changes that were made to the original contract amount. You have the ability to track who requested and who approved as well as things like contractors ...
How do I use Tags in Timecards?
Tags in a Time Card are used to tag a time card to items that are not already present in the Cost Code section. If there is a time card started for a Change Order, for example, then a tag called Change Order Work would be beneficial so the employee ...
How do I link a Work Order to a Project?
Go to the Work Order, click edit which is the pencil icon on the top right of the Work Order to make changes. From here, click on the Project section of the Work Order and that opens the pop up with the available projects. Choose a project from this ...
How do I archive a work order?
Work Orders are great for small jobs, no need for estimates, just create a Project link a work Order to it & just invoice through the Work Order. To archive a Work Order, go to: Menu > Work Orders > Select Work Order > Action (Bottom right of the ...
How to manage a project created with a Work Order?
Any and all Projects created from Opportunities, Work Orders et al can be managed from the Projects module and to go there, please go to the Menu and select Projects to manage them.