Copying a Work Order

Occasionally you may need to copy a work order for a revisit, a new install, etc.  Below are the steps to do so:
  • In the top right corner of the work order, just above the details tab, click on Copy.
  • The new work order will open in Draft status as seen below.  You will want to scroll through and change any details needed such as scope of work, etc.
  • Be sure to update the service date on the work order as it will keep the original date upon copying.
  • When you have reviewed and updated all information needed, in the bottom right corner click either Save (which will keep the work order in draft – this is recommended if you will be routing), or Publish (to make it available on the open marketplace).

For more information on routing a work order, please see the article found here.
For more information on Publishing a Work Order see the article found here.
If you do not have enough funds available, you can either follow the on-screen prompts at the time you attempted to publish, however if you’d like more information, or would like to do it at another time please the article found here.

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