Articles on: Workorders

Workorders

After the estimate is confirmed, a workorder is created for the lead.

You can find the Workorders via the live search, on the client's profile or by navigating to the "Workorders" section of the "Workorders"* module.

In the "Workorders" section, the WOs are filtered according to the status. To see the WOs under a certain status, click on the "Statuses" button.
To filter the list according to other settings, click on the "Filter" icon, fill out the necessary fields and click "GO".
If you click on the “Location” icon, you will be directed to the “Workorders Map.”

Next to the WO, you can also add a note.
To see WO details and be forwarded to the workorder profile, click on the “Eye” icon.



You can also filter the list based on "Client Name", "No", "Date", "Estimator" and "Status".

Updated on: 17/01/2023