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 page) > Select Archive this Item.
Related Articles
How do I import Work Order items into a Change Order Request or Change Order?
Importing a Work Order Item into a Change Order is currently not a feature that is available within the app.
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 generate an Invoice from a Work Order?
To generate an Invoice from a Work Order, open the Work Order and scroll down to the bottom right to the Actions dropdown. Click the drop down and from here choose the Create/ Modify Invoice and a new Invoice will be created for the Work Order.
How can I upload files to a work order?
Uploading Files & Photos to a Work Order is just a few clicks away & the best thing is that there is no Limit. So upload all you want. You can upload files by going to: Menu > Work Orders > Select a Work Order > Edit > Add an Attachment. NOTE: On the ...
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.