A work order is a task with a few extra attributes. Work orders can have a vendor and expenses associated with it.
Synonyms include invoice and task.
For example:
- Task #1234 was for some repair work on 101 Beacon. Hank the Handyman did some work, so we added his work order to that task.
- Work order #1357 was to get Larry the Landscaper to do a Fall clean up in the yard for 100 Main Street.
Add a work orderShow
Save time! Access this feature from any screen using the shortcuts menu.
- Navigate to Maintenance >Work Orders.
- Click Add work order.
Work orders can also be added to tasks.
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Complete the form.
Save time! Use email notifications and the due date field to set up a reminder and stay on top of your work.
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Click Create work order.
Change a work orderShow
- Navigate to Maintenance > Work orders.
- Click the work order that you'd like to change.
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Click Edit.
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Make your changes.
Save time! Use email notifications and the due date field to set up a reminder and stay on top of your work.
- Click Save work order.
Delete a work orderShow
If the work order has a bill attached to it, that bill must be deleted first. Click View bill and then delete the bill before continuing.
- Navigate to Maintenance > Work orders.
- Click the work order that you'd like to change.
- Click Delete work order.
Add a bill to a work orderShow
- Navigate to Maintenance > Work orders.
- Click the work order to which you'd like to add the bill.
- Click Enter bill.
- Complete the form.
Work order information, such as the vendor, reference number, and expense details will automatically be added into the bill.
- Click Save.
Bills created from work orders will appear on your Bills page. These bills and work orders are linked and you can easily navigate from the work order to the bill by clicking View bill.
| Article #: | 111532 |