Creating a Work Order

Create a new work order by selecting a customer, entering job details, setting a service address, assigning a service provider, and scheduling the work.

How to Access

Navigate to Work Orders in the left sidebar and click the Create Order button, or use the Create Order option in the sidebar quick-action menu. You can also create a work order from a customer's detail page by clicking Create Work Order.

Step 1: Select a Customer

1. Click Create Order to open the work order creation form.
2. Start typing in the Customer search field. The system searches your existing customers as you type.
3. Select the customer from the dropdown results. If the customer does not exist yet, click Create Customer to add a new record without leaving the form.
4. The Order # auto-generates. You can modify it if your company uses a custom numbering system.
5. The First Name, Last Name, and Company Name auto-populate from the customer record.

Step 2: Set the Addresses

The form includes two address sections:

• Billing Address — click Show to expand this section. The billing address auto-fills from the customer record. Edit it if needed for this specific job.
• Service Address — this is always visible and determines the job location. The Street, City, State, and Postal code are required fields (marked with an asterisk). Check Same as Billing to copy the billing address. If the customer has multiple saved addresses, select one from the Select Service Address dropdown.

If your account has the Google Address feature enabled, you can enter GPS Coordinates and click the location button to auto-fill the address from coordinates.

Step 3: Add a Work Description

Enter a detailed Work Description explaining the scope of work. This description is visible to service providers on their mobile app and helps them understand what needs to be done before arriving on site.

Step 4: Schedule the Work (Optional)

The Schedule section lets you assign the job and set timing:

1. Select a Service Provider from the dropdown. This assigns the work order to a specific technician or team member.
2. Set the Start date and time using the date-time picker.
3. Set the Finish date and time for the expected completion.

Scheduling is optional at creation time. You can create the work order first and schedule it later from the dispatch calendar or the work order detail page.

Step 5: Additional Information (Optional)

Click Show next to Additional Info to expand more fields:

• Email, Phone, Mobile, Contact Info — override or add contact details for this specific job
• PO Number — enter the customer's purchase order number for reference
• Job Type — select the type of work from your configured list (e.g., Repair, Installation, Maintenance)
• Priority — set the urgency level from your configured priorities (e.g., Normal, High, Emergency)
• Class — assign an accounting class if your integration requires it

Step 6: Save the Work Order

1. Review all entered information.
2. Click Create to save the work order.

Result: The work order is created in Open status. If you assigned a service provider and set a schedule, the work order appears on the dispatch calendar.

Next Steps

• Work Order Details & Tabs — explore all tabs and features on the work order detail page
• Completing & Closing — learn the work order lifecycle from open to closed
• Calendar View — manage schedules and dispatch from the calendar
• Recurring Work Orders — set up repeat services for regular customers