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How do I create a work order? #
To access this feature, you must subscribe to the pro plan
There two ways to create workorder:
- Create from booking list to workorder
- Create new workorder from workorder menu
Create from booking list to workorder
- Navigate to the “Manage > Booking” here, you’ll see a list of your booking
- Choose which booking you want to convert to workorder
- Go to column action and choose workorder then the status will change to “created”
- There six status to complete one transaction process :
- Created : Convert from booking to workorder
- Quoted : Fill in part/service details, you be able to send quotation to customer
- In progress :
- Completed :
- Invoiced
- Paid
Create new workorder
- Navigate to the “Manage > WorkOrder” here, you’ll see a list of your workorder
- Click “+Work Order” button, on the top right of the header section
- System will display workorder page, you may fill in all the details
- Confirm by clicking “Save” button