How do I enter Terms & Conditions for a Work Order and why is this beneficial?
To enter Terms & Conditions, go to the Menu and select Work Orders. Once on this page, on the top right, click the Gear icon to enter Settings. Here under Terms & Conditions, add the Terms & Conditions pertaining to the Work Order by entering Edit mode which is the pencil icon in green.
The benefit of having Terms & Conditions is to set any required items like payment terms, time of work at jobsite, after hour rules and everything that needs to be added will be added here.
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Basics of Work Orders
Purpose: To create a Work Order. Background: In Contractor Foreman, Work Orders are used for those small jobs that don't need Project management. You have the ability to track who issued, who approved and who it was assigned to and a description of ...
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 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.