Work Orders

WO Install Dates

Assigning Installers

A work order is generated when a Sales Order is confirmed. Work Order sequence numbers match their SO# but have WO preceding them.

Work Order Statuses

New = Work Orders default to NEW status if the installation date is not the current date

Load Out = The Load Out status is triggered automatically when the Installation Date is the current date. In other words, all work orders with this status are being installed today.

In Progress = After load out is completed, you will need to manually change the status to In Progress. This can be done one of two ways: 1) Open a Work Order and click the “Load Out Complete” button in the top right or 2) From the Work Order list view, select the Work Order(s) you want to change statuses and select “Change Status” from the Action Menu pop-up.

In Review = The purpose of this status is to indicate that a job has been complete and the installer(s) have submitted their final job details. It’s a chance for you to make changes to the order before marking it complete and eventually invoicing. Changes should be made from the Sales Order

Completed = After the review is done and any changes have been completed, you can mark the Work Order as Complete by clicking “Mark as Complete” from inside a work order or by selecting the Work Order(s) from the list view and selecting “Change Status” from the Action Menu. Note: Work Orders must have a Completed status in order to Create an Invoice from the Sales Order.

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Work Order Status Video

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