Summary
This document explains the various ways to create a new work order for a customer in ServiceBox. There are several methods available — choose the one that best suits your workflow.
Ways to Create a Work Order
You can create a work order using the following methods:
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From the main ServiceBox screen
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From a customer or job site
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From the Scheduler (in dispatcher mode or main view)
From Main ServiceBox Screen
Create a new work order by selecting: New → Work Order on the main screen.
You’ll need to enter the Customer, Job Site, Assigned To user, and work details.
From inside a customer
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Locate and open a customer.
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Click on the Work Order tab.
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Click the Add Work Order button.
The customer field will be pre-filled, but you’ll still need to choose a Job Site and Assigned To user.
From inside a Job Site
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Locate and open a job site.
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Click the Work Order tab.
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Click Add Work Order.
From the Scheduler (Dispatcher Mode)
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Open the Scheduler and switch to Dispatcher Mode.
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Click on a time slot for a specific employee.
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Select Add Work Order (or Scheduled Event).
This will open the work order form with the chosen time slot and assigned user pre-filled. You’ll still need to enter the Customer, Job Site, and remaining details.
Fields Required to Complete the Work Order
To complete and save a work order, the following fields must be entered:
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Bill To – The customer being billed
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Job Site – The location where the work takes place
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Assigned To – The person responsible for the work
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Status – The current status of the work order (defaults to a value on create)
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Description – A summary of the work to be completed
Optional:
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Timeslot – Set the start and end time if you'd like to immediately schedule the work
Need Help?
Contact support by clicking the Help button in the bottom-right corner of your screen when logged in or email us at support@jobboxsoft.com.