New! Work Orders Table of Contents

Work Orders - Start Here

Learn Work Orders

1. Complete your first Work Order

2. Add a job and assign a technician

3. Post labor and parts to a job

4. Review and close a Work Order

Work Order Tasks

1. Create a Work Order

2. Update Work Order details

3. Update the Work Order meter

4. Add a job

5. Assign technicians to a job

6. Update job notes

7. Request parts for a job

8. Post labor to a job

9. Post parts to a job

10. Post tires to a job

11. Post miscellaneous charges to a job

12. Reverse a transaction

13. Add an inspection from a Work Order

14. Use bulk actions on Work Order jobs

15. Add attachments to a Work Order

16. Create a Work Order PDF

17. Close or reopen a job

18. Create an Estimate Work Order

19. Request Estimate Work Order approval

20. Convert an approved estimate to a Work Order

21. Use Work Order templates

22. Close or reopen a Work Order

Work Order Reference

1. Work Order workspace

2. Work Order fields

3. Job fields

4. Work Order status values

5. Job status values

6. Estimate Work Order statuses

7. Posting types

8. Transaction types

9. Work Order permissions

10. Work Order system switches info

11. Work Orders list columns

12. Job view modes

Understand Work Orders

1. Work Orders and jobs — how they relate

2. Work Order lifecycle

3. Job lifecycle

4. Planned versus unplanned maintenance

5. How postings affect costs

6. How parts requests become postings

7. Warranty workflow

8. Work Order closure requirements

9. Choosing the right job view

Troubleshooting

1. Work Order won't close

2. Job can't be closed or reopened

3. Job won't add after clicking Add Job

4. Part request is not showing in the queue

5. Attachment did not save

6. Estimate approval email was not received