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Field Project & Service Management
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Field Project & Service Management
Field Project & Service Management
Start Here
Create Opportunities
Convert to Project
Project Tasks and WO
Service Work Orders
Manage Work Order Billing
Final Settings
Home
CRM
Opportunities
Won
Lost
Sales Dashboard
Clients
Projects
Service
Billing
My Tasks
Archive
Completed ToDo's
Completed Project Tasks
Completed Service
Completed Projects
Database
Clients DB
Sites DB
Opportunities DB
Projects DB
Project Tasks DB
Service DB
Variables DB
Rates DB
ToDo DB
Users DB
Email templates
Payment Request
Payment Request Data
Start Here
Service Work Orders
If you need to add a service work order for an existing customer, just go to the
Service
tab and create a new one. These service work orders are billable by default.
This is how you add a service work order:
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Important
: Timer and WO Status
Please note that once you
START
a Work Order, you will not be able to
STOP
it until you insert the Work Order Notes.
Once you
STOP
the Work Order, the status changes to “Done” and the Work Order will appear in the
Billing
section
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Go to
Manage Work Order Billing
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