Skip to content

Create a work order

What this is for

Turn an open case into scheduled field or shop work with an owner and dates.

Concepts

A work order always belongs to a Case. If there are no open cases, the form says: There are no open cases at this time, please create a case first.

Work Orders is the list. Create a Work Order is the dialog: Company (the customer), Case, Assigned To, Title, Description, Start Date. Optional: Work Order Terms and Conditions (from a terms template).

You can also add a work order from the case itself when that action is on the case toolbar.

Before you start

Steps

  1. Open Work Orders.
  2. Click Add Work Order.
  3. In Create a Work Order, choose Company and Case. Set Assigned To, Title, Start Date. Description is optional. Optional: Work Order Terms and Conditions.
  4. Save as the dialog’s primary button.

From a case, use the work-order action on that page if you are already there — same fields.

What happens next

Add a task and Add items to a work order. Log time on a task. Complete the work order when the job is done (status on the work order).

If something looks wrong

  • There are no open cases at this time. Open a case first.
  • Case list is empty after you pick Company. That customer has no open case.