Create a work order

Create a new work order from scratch

Serhii Toropov avatar
Written by Serhii Toropov
Updated over a week ago
  • On the Home screen, tap Add, and then tap New Work Order.

  • On the Select customer screen, tap the appropriate customer.


  • If the customer list is long, tap Search to find the customer.

  • If the customer is not in the list, tap Add to create the new customer. You can add retail customers only. 

  • If the Retail mode is on, but the customer is wholesale, tap the Wholesale button at the bottom of the screen to turn on the appropriate mode. 

  • On the Vehicle Info screen, enter vehicle details.

Tip To move between work order wizard steps, swipe left or right, tap the left-pointing arrow or the right-pointing arrow, or tap the screen title, and then tap the appropriate wizard step.

  • On the Services screen, tap the circle next to the appropriate service(s) that you want to add to work order, and then tap the Selected button.

  • To change service price and quantity, tap the service and make the appropriate changes.

  • On the Claim screen, enter claim details.

  • On the Summary screen, tap Save.

Tip To create an invoice from the work order, turn on the Create Invoice option and then tap Save on the Summary screen.

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