Starting Work Orders

When a customer needs to purchase items and services, you’ll usually start a work order, which will be turned into an invoice upon completion of the sale.

Note: If you’ve created a quote for a customer, you can turn that quote into a work order. You can also use information from a scheduled appointment to a create work order. For more information, see Turning an Appointment into a Work Order or Turning Quotes into Work Orders.

Creating a Regular Work Order
Creating a Service Call Work Order