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To add a Work Order, click on the 'Add Work Order' link.
Then choose the customer from the customer select box and click the 'Choose Customer' button.
On the next screen, under Add Work Order heading:
Fields
Work Order #: Enter the work order number. The character limit of this field is 15.
Scope of Work: Enter the scope of work. The character limit of this field is 500.
Company Contact: Choose the company contact person in the select box.
Employee Responsible: Choose the employee responsible for the work order in the select box.
Install Date: Enter the install date. The format of this field is YYYY-MM-DD.
Job Site: Choose the job site in the select box.
Work Order Type: Choose the work order type in the select box.
Job Progress: Choose the job progress in the select box.
Work Type: Choose the work type in the select box.
Site Contact Email: The site contact email field allows field staff to include the email address for a work order. The character limit of this field is 100.
Click the 'Save Work Order ' button, to add the work order.
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