1. Navigate to Service & Repair > Work Orders.
2. Click the "Create Work Order" button in the top right corner.
3. Complete the work order form with the following details:
Add the work order location, select Customer Equipment, add the customer, equipment, and the start/end date. Click Create when finished. You can add the mechanic, work type, PO number and Order Notes during creation or use the Edit Order button after the work order has been created to update these fields.
Note: If no equipment has been added for this customer yet, click the drop-down menu, select Add New Equipment, and fill in the description, make, model, and serial number.
4. To begin the work order, click Set Status in the top right corner and select "Mark as In Progress."
Note: You always have the option to mark the Work Order as on hold at any point before the Work Order is completed.
5. After the work order is created, click the Edit button in the top right corner to update any details and assign a mechanic.
Note: Once you have made any change, click the Save button in the top right corner.
6. At any point during the work order, notes can be added in the Activity section at the bottom of the screen. Each note is automatically stamped with the date, time, and admin's name.
7. To add parts, services, or custom products to the work order, click the Add button, select the type at the top of the pop-up screen and complete the relevant fields.
8. At any point during the Work Order, notes can be added in the Order Notes section on the right side of the screen. These notes will also be added to the Invoice.
9. Once parts or services have been added, an Invoice will automatically generate at the bottom of the screen. You will always have the option to Print or Download from the top right corner of the screen.
10. Once the work is complete, click Set Status and select "Mark as Complete." Enter the work end date, then click Complete in the pop-up window.
11. When a Work Order is marked as Complete, the customer will automatically receive a copy of the invoice by email. You can confirm this in the email history at the bottom of the screen.
Note: The Order Invoice (Cycle Billing Orders) under Billing & Payments is used as the template for this automated email.
Note: To export a report of all work orders, use the Export option in the top right corner of the main Work Orders page.