---
title: How to create a workorder on the mobile app - User Guide
description: How to create a workorder on the mobile app - User Guide
---

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# How to create a workorder on the mobile app - User Guide

## Create a new work order for a customer using the ServiceBox mobile app.

### Creating a Work Order from the App

- **Click the “+” button** in the upper right-hand corner of the screen and select **Workorder**.

![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jul-09-2026-09-05-37-7364-PM.png?width=482&height=778&name=image-png-Jul-09-2026-09-05-37-7364-PM.png)

- 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.

![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jul-09-2026-09-05-59-6845-PM.png?width=477&height=936&name=image-png-Jul-09-2026-09-05-59-6845-PM.png)

- Choose the **Assigned To** user who will be responsible for completing the work.
- Select a **Workorder Category** to define the type of work being done.
- Enter a **Description** of the work, then click **OK**.
  
  ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jul-09-2026-09-06-54-5495-PM.png?width=476&height=936&name=image-png-Jul-09-2026-09-06-54-5495-PM.png)
- Click the **File** **Notes** tab to view related information, including: 
    - Jobsite notes
    - Workorder notes
    - Customer details
    - Previous work notes

![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jul-09-2026-09-08-16-0340-PM.png?width=568&height=837&name=image-png-Jul-09-2026-09-08-16-0340-PM.png)

- Click the **Add Checklist** button to add a checklist, if required for this job.

![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jul-09-2026-09-08-41-0319-PM.png?width=477&height=772&name=image-png-Jul-09-2026-09-08-41-0319-PM.png)

 

- Select the **Schedule** button to assign a technician and schedule the work order.

![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jul-09-2026-09-09-17-2423-PM.png?width=472&height=577&name=image-png-Jul-09-2026-09-09-17-2423-PM.png)

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