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Manager’s Workflow - Creating a work order
Manager’s Workflow - Creating a work order
James S avatar
Written by James S
Updated over a week ago

In the previous articles, we've created our customer, their project, and an estimate. We've also got the estimate signed. Let's continue on how we can create a work order from a signed estimate.

1. Navigate to "Work Orders" on the sidebar menu

Navigate to "Work Orders" on the sidebar menu

2. Click on "Work Order"

Click on "Work Order"

3. Type in the details of the work order

Type in the details of the work order

4. When you get to "Link to Signed Estimate", click on it to view signed estimates

When you get to "Link to Signed Estimate", click on it to view signed estimates

5. Select the signed estimate you wish to attach to this work order

Select the signed estimate you wish to attach to this work order

6. Continue filling out the work order's information

Continue filling out the work order's information

7. When you get to "Work Order Location", start to type in the correct address

When you get to "Work Order Location", start to type in the correct address

8. When you see your address in the drop-down menu, select it. You cannot complete the work order without selecting a location from this drop-down menu!

When you see your address in the drop-down menu, select it. You cannot complete the work order without selecting a location from this drop-down menu!

9. If needed, you may add documentation such as job rules

If needed, you may add documentation such as job rules

10. Click "Save Draft and Continue"

Click "Save Draft and Continue"

11. Click on "Publish Publicly" to finalize the work order

Click on "Publish Publicly" to finalize the work order

We've finished creating our work order. Now that it's published publicly, all the contractors on our platform are able to see this work order, and make offers for it.

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