1
Click Create work order
On the case page, in the Work orders card on the right. If the card says to link a quotation or an AMC contract first, do that before raising the job.
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Raise a work order from a case
When a case has an AMC contract or a quotation and the repair can be scheduled.
2
Choose the Scheduled date
A panel called Create work order opens on the right. It starts with today's date.
3
Choose the Technician
The case's technician is picked for you. Change it, or choose Not assigned.
4
Click Create work order
The button is at the bottom of the panel. Close, top right of the panel, leaves without creating anything.
Find a work order
When you need one job, or all the jobs in one status.
1
Click a status tab
Scheduled, In Progress, Completed, Invoiced and All. The number in brackets is the count.
2
Search the list
Type a reference, account or asset, then click Filter.
3
Click Open →
Each row shows the reference, the case it came from, the account, the asset, the type (AMC or Billable), the technician, the date and the status.
Complete a work order and raise the invoice
When the technician has finished the job.
1
Click Mark Complete
On a work order that is In Progress, the button is top right. The job then appears under the Completed tab of the list.
2
Click Raise Invoice
On a Completed work order the same place shows Raise Invoice. The invoice is then found on the Invoices page.
See Invoices for what happens next.