Creating a Work Order from the App
- Click the “+” button in the upper right-hand corner of the screen and select Workorder.
- In the Bill To field, enter the customer's name.
- If the customer does not already exist, click the Add button to create a new one.
- Select the Jobsite or click Add to create a new job site for the customer.
- Choose the Assigned To user who will be responsible for completing the work.
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Select a Workorder Category to define the type of work being done.
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Enter a Description of the work, then click OK.
- Click the Notes tab to view related information, including:
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Jobsite notes
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Workorder notes
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Customer details
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Previous work notes
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- Click the Add Checklist button to add a checklist, if required for this job.
- Select the Schedule button to assign a technician and schedule the work order.
Need Help?
Click the Help button in the bottom-right corner of your screen when logged in.
If you're still having trouble, contact our support team at support@jobboxsoft.com.