Our process of creating a work order has never been easier. The layout
and structure has a smoother and a more refreshing look to it. This
PowerPoint will show you the step-by-step process of creating a work
When on the Jobs list click ”Add New” in the
top-left corner. This window will appear. It
will display all of the forms you have created
for work orders.
Input the customer name. A drop-down box will appear
allowing you to select a customer. After you have
selected a customer, depending on your customer card,
all of the other fields in the Customer Information section
should auto-populate (refer to figure 1.A).
1.A - These
This is the Job Layer. Depending on the form you selected, the Job Type
box should be filled in with the job that was set to default when designing
the form. If not, you can manually input the job. In the Assigned To box
you will type the user (employee) you want to have the job assigned to.
You can schedule start and projected completion times. The job status is
important because what it is set to determines if it will appear in the
The Materials/Services section of the Job Layer allows you to
attach any materials or services that the job entails. By typing
in the Name box, it searches from your Materials List (under
settings) and upon selection it will auto-populate the boxes to
Much like the Customer Information layer, the Property Name box is
a Search box that enables you to search Assets that would be tied to
the customer. The fields auto-populate upon selection of asset. This
will appear on the work order for the user (employee) who is looking
at this on a mobile device.
LAWN CARE, LANDSCAPING AND SNOW AND ICE MANAGEMENT
HVAC INSTALLATION, REPAIR AND MAINTENANCE
COMPLEX EQUIPMENT INSTALLATION AND MAINTENANCE
ELECTRICAL CONTRACTORS AND REPAIR
CLEANING AND MAID SERVICES