Create a work order

Create a work order

Set up a new field service job.

1. Go to Work Orders and select Create Work Order.
2. Choose the Account (customer). This is required.
3. Optionally choose the Contact for the job. The account’s address can be used to fill in the service location.
4. Enter a Title and an optional Description.
5. Choose the Type and Priority. Both are required.
6. Enter the Service address, including city, state, and ZIP.
7. Optionally set the Scheduled date, Start time, and End time. Times must be in 30-minute increments (for example 8:00 or 8:30), and the end time must be after the start time.
8. Optionally set an Estimated duration and assign a technician.
9. Add any Required skills and Internal notes.
10. Add line items for materials, labor, equipment, or other charges, each with a description, quantity, and unit price. A tax rate can be applied.
11. Select Create Work Order to save.

Tip: If you set a scheduled date, the work order is saved as Scheduled. If you leave it blank, it is saved as a Draft you can schedule later.

See also: Work Orders Overview