Generate Work Orders

Work Orders can either be created or generated to provide your employees and subcontractors with detailed and formal assignments. 

Work Orders are created by Category and can later be budgeted and managed. If you are trying to generate work orders from an estimate on the job this article will assist you in doing so.

This article will walk you through the process of manually creating Work Orders when you need to create a work order that is not from your uploaded or imported estimate.

Manual Creation

To manually create work orders follow these steps:

1. From the Job Slideboard, scroll down to the Accounting Information section and click WO/PO:
   
2. Click Create New Work Order:
   
3. The screen will load for a moment like this:
   
4. Scroll down until you can see the Work Order Summary and click Save before adding any information or making any changes:
   
5. The page will load for a moment and refresh, and you can see your newly created Work Order:
   
6. Click Edit to the left of the Work Order you just created and scroll down until you see the Summary and Details Tabs. Click Details. You'll see that one line item already exists on the work order. You can edit that line item for your needs or delete it and add new ones, but a work order has to have Line Items:
   

Questions? Contact Us!