Work Orders

a work order is very similar to a proposal but is typically used for scheduling purposes it provides details of the work to be performed and can be referenced by the person(s) performing the work see job documents docid 39f803gq94n5941ynuxcv for detailed information on selecting job details for creating a work order creating a work order when creating a work order, a modal dialog will be displayed, presenting a summary of the costs for the work order to provide you with a quick review before creating the work order use the preview button to preview the work order pdf, allowing you to review it before creating it work order options there are several options available for creating a proposal, including setting the date of the invoice by default, the date is set to the current date, allowing you to back date a work order or set the date of the work order to a time in the future changing part of the filename for the pdf that will be created for the work order including the job description on the work order setting the description on the job is optional emailing the work order immediately after it is created the email editor will be displayed, allowing you to edit the email and its recipients before sending it work order system settings several system settings can be used to configure how work orders are created see system settings docid\ pg6dnvp6ywtdh g0ecaeu work order documents once the work order is created, it will be displayed in the documents section of the job clicking the action button (the ellipsis button with three dots) provides a menu of the various options available for the work order work order prices when creating a work order, there is an option to include prices the system setting work order include prices controls the default value of this option see system settings docid\ pg6dnvp6ywtdh g0ecaeu some businesses may want to provide a work order to the crew but wish to keep pricing information private from crew members example work order without pricing example work order with pricing