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 readersWorkorders Section
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. ArboStar's "Workorders" module is a feature-rich component designed to help businesses streamline their workflow and improve productiSome readersWorkorders 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 StatusesSome readers