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How to view a work order file?
- Click on “Work Orders” from the main dashboard.
- Click on “Work Orders”.
- Click on the required work order. <Screen shows sufficient work order details>
- In this page you will find some tools to control the work order’s file as below:
- Select the status from the drop-down menu to choose whether the work order is open or closed.
- Edit: this to edit the work order file.
- Print: this is to print the work order.
- PDF: this is to download the work order with PDF format.
- Add Note / Attachment: To add notes or upload attachments inside the work order.
- Schedule Appointment: to set an appointment for the work order.
- Clone: to create an identical work order.
- Delete: This is to delete the work order from the account.
- Work Order: it is a tab to the detail of the work order.
- Appointment: It is a tab to view the appointments with the control tools from the ellipsis button at the right of each appointment.
- Click on “Activity Log” to see the activities on the work order.
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