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• Creating a Workorder

  As soon as the client confirms the estimate, you can change the status of the estimate to “Confirmed”. To update the status of the Estimate, please open the client’s profile and click on the “Eye” icon: Then please click on the “Update Status” button: In the pop-up window in the **“EsPopular

• Workorders

  After the estimate is confirmed, workorder is created for the lead. You can find the WOs via the live search, on the client's profile or by navigating to the WO list or the WO map. In the WO module, you can find all the existing WOs. The WOs are filtered according to the status. To see the WOs under a certain status, please click on the blue button next to “Workorders”: ![](https://storage.criSome readers

• Workorder Statuses

  In the “Workorder Statuses” section you will have access to the list of statuses that are used for filtering the WOs. In the “Workorder Statuses” you will access the list of preset WO Statuses and can create new ones. You can create as many WO Statuses as you need. To create a new WO Statuses, please click on the green “Plus” icon in the top-right corner of the screen. In a pop-up screen, plSome readers

• Workorders Map

  You can find the WOs via the live search, on the client's profile or by navigating to the WO list or the WO map. On the workorders map you can find all the WOs filtered by the WO statuses. After you choose the WO status from the list, all the WOs under it will be shown on the map. If you click on tSome readers