Turning an Appointment into a Work Order

You can use appointment information to automatically create a work order before a customer’s scheduled visit or when the customer arrives.

To turn an appointment into a work order

1. If the Open Work Order List isn’t open, click Invoicing.

2. Click Schedule. The Appointment List appears.

3. Select the customer’s appointment, and click Work Order. The new work order is added to the Open Work Order List.

Note: Once the work order is created, the appointment is displayed in gray on the Appointment List to indicate that it can no longer be edited.