How do I create a work order? #

To access this feature, you must subscribe to the Pro plan

There are two ways to create a work order:

1. Create from booking list to work order
2. Create a new work order from the work order menu

Create from booking list to work order

1. Navigate to Manage > Booking. You’ll see a list of your bookings.
2. Select the booking you want to convert into a work order.
3. Go to the Action column and choose Work Order. The status will change to “Created”.
4. There are six statuses to complete one transaction process:

• Created – Converted from booking to work order
• Quoted – Fill in parts/services details and send quotation to customer
• In Progress
• Completed
• Invoiced
• Paid

Create new work order

1. Navigate to Manage > Work Order. You’ll see a list of your work orders.
2. Click the “+ Work Order” button at the top-right of the header section.
3. The system will display the work order page. Fill in all required details.
4. Click “Save” to confirm.