Work orders aid in itemizing work to be done and keep track of work that has been done for a new or existing customer. Work Orders are for time and material billing or small ad hoc jobs. Work Orders can be created directly from an Account without the need for an Opportunity or Estimate. Since there is no linked Estimate, material and labor breakdowns are not captured from Work Orders.
Once a Work Order has been created you will be able to view the:
Work order details Area which contains the Account information, Work order name and Number, the Status/Sub Status of the Job, the Start/End time, and if it is a scheduled job, you can specify the arrival window and duration, and lastly you can assign a crew.
•Notes Area where you can enter the Scope of Work, Private Notes, Crew Instructions, Crew Notes, and Notes to the customer.
•Items Area, which lists any Costbook items that are needed Within a Work Order you will be able to Create Invoice if the Work Order is closed, Create Follow up Work Orders, Delete Work Order or Print the Work Order, which can be given to the customer.
Here are all the activities that you can do within the Work Orders Area: