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Configuration
- Work order template and its configurations: inspection, truck, tires
- Add or modify a work order assigned to a specific job code?
- Display the door number on the shipping slip or work order?
How to
- Print the work order for a job that is added in the point of sale
- How to print work orders from the calendar
- How to print list of appointments/work orders from the calendar
- How to use electronic signature on work orders
- Reprinting a work order in the history
- How to automatically make an estimate into a work order
- How to add notes to a job on a work order or invoice
- How to send the work order to be printed without previewing it on screen
- How can I enter the time my customer has arrived onto my work order
- How to add a document to a specific work-order or job code. Ex: PDF file, image, plan, Excel or Word document?
Common issues
- The notes on the work order are no longer displayed
- Jobs from one estimate printing on different work orders
- Jobs or appointments entered on my estimates do not appear on my agenda or the work orders
- The inspection sheets aren't printing with the work order
