How do I send a work order to customer?

• Log in and access the Work Orders App from your universal navigation menu bar.
• Click on “By Queue” and select “My Work Orders” from the left navigation panel.
• The My Work Orders dashboard will be displayed. Click on "More Details(...)" icon of the work order to be sent.

• You can view the "Overview" page of the work order.
• Click on the “Send” button to proceed.

• You can view the “Send Email” side panel. The customer’s email address will be listed automatically in the To Email field.

Related Links

• Case into work order
• Convert work order into an invoice
• Convert estimates to a work order