• 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, open the client’s profile and click on the “Eye” icon next to the required estimate: Then please click on the “Update Status” button: In the pop-Some readers

• 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 button. To filter the list according to other settings, click on the icoFew readers

• Workorders Statuses

  In the “Workorders Statuses” section you have access to the list of statuses that are used for filtering the WOs. This section includes the list of preset WO Statuses that can be edited by clicking on the “Pencil” icon and disabled by clicking on the “Eye” icon. You can also create as many WO StatusesFew 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" section you can find all the WOs filtered by the WO statuses. After you choose the WO status from the list in the top right corner, all the WOs under the status will be shown on the map. When clicking on the WO pin on the map, youFew readers