Creating a Work Order Inside a Job

We know not all jobs are straight forward, some jobs have multiple components that are required to start and finish at different times. Here we'll go over how to add work orders into a job to break down a large job into small parts. You can access work orders inside your job under the 'Resources' tab.

Creating a Work Order

To create a Work Order, you will need to start in a created/existing job.

1. From the Job Dashboard, click on the + New dropdown and click on Work Order.

2. In the pop up choose your job types. This will pre populate with the Job Types from the 'Parent Job'.
3. Name your Work Order using the 'Description'.
4. Choose your Workflow for the Work Order.
5. Finalise your Work Order by clicking 'Create'.

You will then be taken to the dashboard in your new work order as shown below. You will notice the new job number which is the same as the parent job, followed by the work order number.

Managing your Work Order

Now you've created a work order you can update the Info tab with the Work Order details & update your workflow and target dates under the Tasks tab. Under the Resources tab link the original quote items that flowed across from your Accepted Quote by clicking into Materials - allocate materials to as many work orders as the job may require. You can also add labour requirements in 'Labour' under the resources tab.