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 pop up and the Work Order will automatically be assigned to the Project.
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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 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.
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.
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 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.