Work Order FAQ

Copy a Work Order

How to copy a work order in Elevate View: In the top left corner of the work order, click the gray Copy button. How to copy a work order in Classic View: Towards the top right corner of the screen you will se...

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Lifecycle of a Work Order

Draft: Client creates Work Order Setup Manager and Contacts Scope of Work Add Tasks Location of Work Site Schedule Finish Fund account for the ...

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Word Order Status

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Creating a Great Work Order

​​Be Specific Be specific and clear when writing your Work Order. If tools are required to complete a job, include them even if they are obvious. Bad example: Bring a screwdriver Good example: Bring seve...

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