How to Create a Work Order from a Job
A work order is like a job-within-a-job. You may use workorders to break large or complex jobs into smaller, more manageable segments, or you may create a workorder for an unexpected process that arises within your job, such as a damaged product that needs to be rebuilt.
In this article:
Creating a Work Order
To create a work order, you will need to start with an existing job. Then follow these steps:
- From job Dashboard, click New > Work Order:
- If applicate, select one or more job items (specifications) to assign to this work order.
- Choose one or more job type/s (your selection will default to the type/s of the "parent job").
- Use the Description field to give your work order a name.
- Choose a Workflow.
- Click Create.
You will be redirected to the work order Dashboard, as shown below.
The work order number will be the same as the parent job number, followed by a ".1" (or ".2," ".3," etc. if you have multiple work orders).
Managing Your Work Order
Once you've created a work order, managing it is similar to managing a job:
- Update your work order details from the Info tab;
- Update your workflow and target dates from the Tasks tab;
- Go to Resources > Materials to link materials from the original quote to your work order;
- Go to Resources > Labour to add labour requirements
